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Mergers and acquisitions are complex transactions involving multiple steps and stakeholders from different organizations with different expectations, priorities, and goals. Firms need the right technology

If you aren’t investing in technology, your competition will pass you by. Here are some ways commercial real estate firms are leveraging technology.

In the private markets and other relationship-driven industries, the power and potential of a CRM system like Salesforce is undeniable. Deal-driven firms worldwide have integrated

Recently we partnered with Sydecar for a webinar titled Getting Your Fund’s Raise to the Finish Line: The Power of Relationships and a Track Record.

In the fast-paced world of investment banking, efficient client relationship management is crucial for success. To remain competitive, differentiate your firm from other practices, and

In the dynamic landscape of management consulting, the role of technology in facilitating operational efficiency and client satisfaction cannot be overstated. One key technological tool