0 comments on “Top Three Considerations For Categorizing CRM Contacts for Dealmakers”

Top Three Considerations For Categorizing CRM Contacts for Dealmakers

CRM systems serve private equity and investment banking firms of all shapes and sizes by helping them better navigate and organize their various business development efforts and initiatives.

0 comments on “The Ultimate Summer Reading List for Deal Professionals”

The Ultimate Summer Reading List for Deal Professionals

For most investors and private equity professionals, new dealflow and progress on existing deals tends to slow down slightly during the summer months. As any tenacious deal professional will tell you, however, the work is really never “done.” Even while out of office, or enjoying an early departure, there’s still plenty to do, and plenty to be learned.

0 comments on “Cassel Salpeter & Co. Selects DealCloud”

Cassel Salpeter & Co. Selects DealCloud

Investment banking firm Cassel Salpeter & Co. has selected DealCloud as part of its ongoing commitment to leverage the latest technologies to support its work in mergers and acquisitions, capital raising, and valuations. Together, Cassel Salpeter & Co.’s professionals have more than 50 years of experience providing private and public companies with a broad spectrum of investment banking and financial advisory services. “We take pride in utilizing the industry’s most advanced resources as we fulfill our mission of providing the superior, results-focused services that clients need to achieve their goals,” President Scott Salpeter says. “Being personally involved at every stage of all engagements, our firm’s senior partners have forged relationships and completed hundreds of transactions and assignments nationwide. We attribute our success over the years in great measure to equipping our team with the industry’s best resources.”

0 comments on “Top Three Ways to Institute a More Meticulous Investor Relations Function”

Top Three Ways to Institute a More Meticulous Investor Relations Function

Thanks to ever-present competition, the diversification of investor types, and the specific, incessant demands of LPs, investor relations (IR) managers are tasked with wearing many hats. One needs only to look to the modern market’s volatility to know that the role of IR manager has changed a great deal in the last decade.