Building What’s Next: Greg Lord on Leading DealRoom’s Next Chapter

For the past 12 years, Founder and Executive Chairman CEO Kison Patel has built DealRoom from the ground up; bootstrapped, resilient, and purpose-driven. What started as an idea to modernize deal management has grown into a thriving, global business serving thousands of M&A professionals. Now, as we continue to scale our platform, expand our team, and accelerate our impact, we’re thrilled to announce that Greg Lord has stepped into the role of Chief Executive Officer.

“Kison bootstrapped this business for the last 12 years—no outside investment, lots of ups and downs, and pivots that got us to where we are today,” Greg said. “It’s an amazing, vibrant, growing business adding so much value for M&A teams across the world. I take this responsibility very seriously and am excited to build on that legacy as we take DealRoom to the next level.”

In 2025 DealRoom’s customer base doubled from 120 to 242, and as a result the team is growing across every part of the business: sales, marketing, product, engineering, and operations. Greg’s focus is building a strong, mission-driven team while ensuring that growth never comes at the expense of culture. 

Greg believes our success is rooted in our core values—Deliver the Wow, Be Kind and Direct, and Own It—and has championed their evolution to give every team member a clear framework for how we work, lead, and grow together. These values serve as our compass as we scale and create the next chapter of DealRoom’s story.

“There’s no more important thing we do as a business than hire amazing people,” Greg added. “It’s what gives me so much energy, bringing more incredible folks along on this journey we’re on at DealRoom.”

Greg brings deep experience in mergers and acquisitions, having been involved in more than ten over his career. That hands-on experience gives him a clear understanding of the challenges DealRoom customers face and why the company’s mission matters.

“I’ve felt the pain firsthand that we’re solving for our customers,” Greg said. “The spreadsheets flying around, the internal chaos, the last-minute requests—it’s incredibly painful. M&A is a massive part of our global economy, and it needs tools like DealRoom to make the process more efficient and drive the outcomes businesses are setting out to achieve.”

That real-world perspective fuels Greg’s commitment to expanding DealRoom’s capabilities; delivering smarter tools and education that help M&A teams work more efficiently and remove the chaos from traditional M&A processes. 

Greg’s leadership marks an exciting next phase for DealRoom; one focused on growth, excellence, and continued innovation in how M&A gets done. With his experience, vision, and people-first approach, we’re confident that DealRoom will not only grow bigger, but better. 

“We’re just scratching the surface,” Greg said. “There’s still so much opportunity to make M&A more efficient, more value-oriented, and more impactful for businesses everywhere.”

We’re proud of how far we’ve come, and energized for what’s ahead. With Greg leading the way, DealRoom is ready for this next chapter.