The Jordan Edmiston Group Selects DealCloud

New Client Announcement

The Jordan Edmiston Group, Inc. (JEGI), a leading independent investment bank for the global media, information, marketing, software and tech-enabled services sectors, has selected DealCloud. Founded in 1987, JEGI is headquartered in North America, with offices in New York City and Boston, as well as London and Sydney. JEGI provides clients with a global network … Continued

A Day in the Life at DealCloud’s Charlotte Office

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It’s been nearly one month since we opened our new DealCloud Intapp offices in Charlotte, NC and the experience has been super! From a bright, airy setup with lots of open spaces, ample snacks to satisfy any craving, and gorgeous city views, our team is loving their new workspace, which is helping them up the … Continued

Three Alerts Every Private Equity Professional Needs in Their Inbox

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You’d be hard-pressed to find a capital markets professional that hasn’t had a strategic off-site or other meeting where the investment thesis is aligned and agreed upon, just to have it forgotten weeks later. The reason this phenomenon is so common amongst private equity and other investment professionals is that very few firms implement technology … Continued

Constitution Capital Partners Selects DealCloud

New Client Announcement

Constitution Capital Partners (“CCP”), a full-service alternative asset manager focused on the North American middle market, has selected DealCloud as their cloud-based deal, relationship, and fund management solution. Founded in 2008,  CCP specializes in partnership, direct equity, opportunistic credit, and real estate investments. CCP has offices in Boston, New York, and Chicago. “We are very … Continued

Roark Capital Selects DealCloud

New Client Announcement

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 part of its firm-wide technology transformation initiatives led by Lionpoint Group. “We know the importance of … Continued

Zelig Associates Selects DealCloud

New Client Announcement

Zelig Associates, a FinTech-focused investment bank with a global presence, has selected DealCloud as their CRM and deal management system. With offices in London, New York, Toronto, Munich and Tel Aviv, Zelig Associates provides financial and strategic advisory services to entrepreneurs, corporates and investors operating in the FinTech sector globally. “Following a thorough analysis of … Continued

Intapp and DealCloud expand their Charlotte presence

Press & News

New office expansion enables Intapp and DealCloud to accelerate growth and enhance implementation, professional services, and client support capabilities   CHARLOTTE, N.C., June 19, 2019 – DealCloud, the financial services division of Intapp, the industry cloud for professional and financial services, today announced the opening of a new office in Charlotte, N.C. The office, located … Continued

Alchemy Partners Selects DealCloud

New Client Announcement

Alchemy Partners – a European alternative asset management business – has selected DealCloud as their CRM and deal management system. The firm specialises in investing in complex debt and private equity transactions across Europe employing a value investing approach working closely with management teams. “We chose DealCloud because we wanted a flexible yet off-the-shelf solution … Continued

The Modern Dealmaker’s Secret Weapon

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If you were taking a crash course in M&A or private equity, or if you spoke with a professional in the industry, you’d likely hear all about “the importance of business development.” In fact, the term “business development” has become so commonly used in the market that it’s almost taken on a life of its … Continued

Introducing DealCloud Dispatch: The Integrated Marketing Solution Built for the Capital Markets

Press & News

Dispatch provides capital markets professionals with an intelligent, fully integrated solution for institutional relationship management Jersey City, NJ, May 20, 2019 – DealCloud (an Intapp company) – provider of a single-source deal, relationship, and fund management solution for capital markets firms – today announces the launch of its proprietary, fully integrated marketing solution, Dispatch. The … Continued