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The Forbes M+A Group Deploys DealCloud

The Forbes M+A Group, a Denver, CO-based transaction advisory firm, has deployed DealCloud. The firm serves buyers or sellers in middle-market M&A transactions, and its senior advisors have more than 150 years of combined experience in transactions across a wide variety of industries, transaction types, sizes, and structures.

“We know that every business is unique, and we value our clients’ distinctiveness. We chose DealCloud to help us better understand all the factors that contribute to our clients success,” says Max Eckstein, Vice President at The Forbes M+A Group. “Through DealCloud we are able to deploy our unique and extensive processes that captures a broad universe of data and efficiently put that to work for our clients benefit.”

“The team at The Forbes M+A Group provides hands-on, senior-level leadership on every transaction and has their finger on the pulse of changing market valuations and consolidation activities,” says Ben Harrison, Chief Revenue Officer at DealCloud. “We’re proud to support their team with the technology solutions they need to deliver the best possible outcomes for their clients.”

About The Forbes M+A Group

The Forbes M+A Group is an award-winning Denver, CO-based mergers and acquisitions advisory firm. The firm serves sellers or buyers in middle-market M&A transactions. It applies meticulous attention to detail in helping business owners develop and execute M&A strategy, acquire companies and partner with investor groups for growth, and maximize value in an eventual exit. Senior advisors at The Forbes M+A Group have more than 150 years of combined experience in transactions across a wide variety of industries. For more information on the Company, please visit: www.forbesma.com or (303)770.6017.

About DealCloud

DealCloud, an Intapp company, provides a single-source deal, relationship, and fund management platform to enable over 600 clients to power their deal-making process from strategy to origination to execution. We offer fully configurable solutions purpose-built for the complex relationships and structures of private equity and growth capital firms, investment banks, private and publicly traded companies, debt capital providers, and other investors. For more information, visit www.dealcloud.com.

0 comments on “BRG Capital Advisors, LLC (BRGCA) Deploys DealCloud”

BRG Capital Advisors, LLC (BRGCA) Deploys DealCloud

BRG Capital Advisors, LLC (BRGCA), a New York-based provider of strategic advisory services including mergers and acquisitions, balance sheet restructuring/recapitalization, growth equity and debt placements, has deployed DealCloud. BRGCA is the broker–dealer affiliate of Berkeley Research Group (BRG), which has more than 1,100 professionals in over 40 offices around the world. BRG has global experience and teams dedicated to industries where the firm’s track record and depth of understanding are among the best in class.

“DealCloud was the obvious choice for BRGCA. It’s a true end-to-end solution that solves the major issues with managing deal execution,” said Roger Johnson, a Managing Director and BRGCA Executive Team member. “With deal teams in five cities, we can work seamlessly across a single platform.”

“We are thrilled to have the BRG Capital Advisors team as a DealCloud client, and we look forward to helping them leverage our platform for their business development and deal management needs,” says Ben Harrison, DealCloud Co-Founder and Chief Revenue Officer. “We are poised to support more middle market investment banks like BRGCA in 2019 and for many years to come.”

About BRG Capital Advisors, LLC

BRG Capital Advisors (www.BRGCA.com) is a US-registered broker–dealer and member of FINRA and SIPC. Its seasoned investment bankers have worked on a wide variety of transactions for financial institutions and corporate clients. BRGCA is an affiliate of Berkeley Research Group (www.thinkbrg.com).

About DealCloud

DealCloud, an Intapp company, provides a single-source deal, relationship, and fund management platform to enable over 600 clients to power their deal-making process from strategy to origination to execution. We offer fully configurable solutions purpose-built for the complex relationships and structures of private equity and growth capital firms, banks, private and publicly traded companies, debt capital, and other investors. For more information, visit www.dealcloud.com.

0 comments on “DealCloud Differentiator – Advanced Search”

DealCloud Differentiator – Advanced Search

This should sound like a familiar scenario: you remember a colleague talking about a conference she attended months ago with companies in the Consumer Retail space. Since you are focused on Consumer Retail acquisitions at your firm, it is your responsibility to know all the companies in the vertical, even if you did not directly attend each conference. What do you do next?

If you are using a generic CRM, this means racking your brain to find the exact name of the conference, or bugging your colleague until she’s able to rattle off a few execs she remembered meeting so you can search those conferences and contacts. If you do not use a CRM, you will likely have to comb through hundreds of emails in Outlook, scrub through myriad folders in your network drive, or take the easy way out and pretend that conference never took place.

However if your firm leveraged DealCloud, our Advanced Search functionality would solve this issue for you instantaneously.

Type Ahead Search
DealCloud offers type-ahead search on every screen, to easily find what you need.

It’s as easy as clicking on the search bar in the center of every page, and starting to type. Upon entering “Retail” we now see a shortlist of all the results the system has automatically generated for you – sectors, companies, or conferences related to retail. Now you can simply click “Outdoor Retailer Summer Show 2018”, which was the conference your colleague attended a few months ago, to easily see all the companies present.

Advanced Search in DealCloud enables you to search across the entire database in a matter of seconds, saving you time and effort in finding the exact piece of information you need. This includes reading through subjects and bodies of emails, business descriptions of companies, or even the contents of any document or attachment.

Through Optical Character Recognition (OCR), our advanced search function reads through the entire site’s data to return what you need. Additionally, while many systems require an exact keyword match, our search bar employs contains logic. No need to remember specific names or companies. Simply begin typing “Retail” to return any record or document that contains the keyword.

Another important feature of Advanced Search is to organize results when querying across the full database. We initially only see the most popular entries in the Quick Search pane, however if we want to see more, scroll down and click “View all results”.

Search Detail.png
DealCloud organizes search results for you and gives your the ability to expand search results as well.

We now have access to all the results for “Retail” across the database. Rather than see all 2,100 records, you can specify which lists you are specifically interested in – in this case Emails, Capital Providers, or Notes that have any mention of “Retail” in the title, note body, or tag. Additionally, through the flexible configuration engine you can determine which default record types appear in the quick search results pane versus the full results page.

Advanced Search
Advanced search allows you to narrow down your results to hone in on what’s important to you.

Searching is a critical piece of any software, but it becomes even more meaningful when deal professionals are managing numerous connections, conversations, and processes. You need the capability to conduct advanced searches to not only return what you are looking for, but save you time and effort in the process.