Client Story How Stephens Inc. migrated 10+ years of data into Intapp DealCloud Founded in 1933, Stephens is the brand name for a family of independent privately held financial services firms comprising the businesses of investment banking, advisory, […] Continue reading →
Client Story How Cassel Salpeter & Co. uses Intapp DealCloud as a single source of truth Cassel Salpeter & Co., LLC, is an independent investment banking firm, founded in 2010, that provides advice to middle-market and emerging growth companies in the […] Continue reading →
Client Story How FMI Capital Advisors customized more than 40 dashboards to meet the firm’s specific needs FMI Capital Advisors, a subsidiary of FMI Corporation, is a leading investment banking firm. With more than 750 completed M&A transactions, the firm’s industry focus […] Continue reading →
Client Story How Raymond James uses Intapp DealCloud as an enterprise-grade investment banking solution Raymond James Financial is a leading diversified financial services company that provides private client advisory services, capital markets and investment banking, asset management, wholesale and […] Continue reading →