Practical insights for professional services firms

Gould & Ratner selects DealCloud as its single-source-of-truth CRM solution to gain critical legal marketing and BD insights, improve reporting capabilities, enhance the client experience, and drive firmwide growth.

Roark Capital, an Atlanta-based private equity firm focused on investing in consumer and business service companies, with a specialization in franchised and multi-unit business models in the restaurant, retail, consumer services, and business services sectors, has selected DealCloud as...

As part of a broader technology transformation, Lionpoint was engaged to lead a CRM for private equity selection and implementation.

We offer an in-depth case study that showcases how FSN Capital more efficiently managed its pipeline and deal flow by leveraging DealCloud’s technology.

We offer a case study that showcases how Atlantic Street Capital overcame these challenges by leveraging DealCloud’s technology.

As the leading mid-market M&A advisor in Europe, transacting more deals per year than any competitor, the KPMG CF team knew it was important to utilize a technology tailored specifically to the needs of M&A processes — technology that would centralize and democratize...