New DealRoom CEO to Lead Next Phase of Growth

Last updated on

January 18, 2026

AI Summary

DealRoom, the leading AI-powered M&A software platform, announced a leadership transition as the company enters its next growth phase. Effective immediately, Greg Lord has been appointed CEO, while Founder Kison Patel will assume the role of Executive Chairman of DealRoom and continue as CEO of M&A Science. This move follows a natural succession plan—since joining as COO two years ago, Greg has helped double revenue and the customer base, build a strong management team, and establish a Boston presence. Kison will focus on expanding the M&A Science community and promoting Buyer-Led M&A™, while continuing to shape DealRoom’s long-term vision. Customers can expect continuity, with DealRoom’s roadmap, success teams, and innovation strategy unchanged. This leadership evolution allows Greg to drive operational excellence and product growth, while Kison champions community, education, and strategy.

1. Higher valuation of companies with mature human-AI collaboration frameworks
2. Increased focus on worker skill complementarity during integration
3.Growing importance of ethical AI governance in acquisition targets
4. New due diligence categories evaluating human-machine interaction quality

Thank you!

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Download now

Contact M&A Science to learn more

M&A Science Diligence Management Certification

Learn how to approach diligence, build a diligence team, the art of asking good questions, why due diligence is an iterative process, and the importance of data integrity. No degree or prior experience required.

Led by:

This is some text inside of a div block.

James Harris

Principal of Corporate Development Integration at Google

50+ courses by M&A Experts
Get access to diligence, integration, divestment and strategy courses. 100% online and at your own pace.

Get Diligence Ready
Learn diligence strategy and critical skills, diligence requests, workflow management and receive certificate of completion

Enroll Now

Kison Patel

Executive Chairman of DealRoom & CEO of M&A Science

When I started DealRoom, I wanted to prove there was a better way to run deals—and we’ve built that together. When I brought Greg in two years ago, it was with the vision that he would lead DealRoom into its next chapter. He has proven himself time and again—as COO, as President, and now as CEO. I’m excited to grow the M&A Science community, continue to advance Buyer-Led M&A™, and guide DealRoom’s long term vision and strategy.

Greg Lord

CEO of DealRoom

I’m honored to step into the CEO role at such a pivotal time for DealRoom. Over the past two years, I’ve seen firsthand the incredible potential of this business and the dedication of our customers and team. Our goal remains the same: to provide modern dealmakers with the tools and support they need to move faster, close smarter, and create lasting value. With Kison continuing to champion M&A Science, we are doubling down on both operational scale and community impact.