Bishopsgate Corporate Finance (“Bishopsgate”), one of the UK’s longest established independent corporate finance boutiques has selected DealCloud.

Bishopsgate provides lead advisory services to businesses typically valued between £2million to £50 million. Established in 1996 and based in the historic market town of Stamford, Bishopsgate has helped a broad range of companies completing over 200 deals at a combined value of £1.5billion since opening their doors in 1996, a third of which have been private equity led with over 30 deals completed for 3i plc.

“Bishopsgate is currently going through a period of growth and we spent much time deliberating which CRM/deal management platform to work with. After a number of trials DealCloud really stood out and we’ve found it is far more than just a CRM system. Through the platform, we are now able to seamlessly track our sponsor coverage, current engagements and better manage workflow. The mobile application is also particularly useful when managing the business on the go. In addition, DealCloud provides a centralized repository for business intelligence expediting our processes all around,” states James McBain Allan, from Bishopsgate Corporate Finance.

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