New DealRoom CEO to Lead Next Phase of Growth

DealRoom, the leading AI-powered M&A software platform, today announced an important step in its organizational evolution as the company enters its next phase of growth and operational scale.

Effective immediately, Greg Lord has been appointed Chief Executive Officer of DealRoom. Kison Patel, the company’s Founder, will assume the role of Executive Chairman of DealRoom while continuing as CEO of M&A Science.

A natural succession plan

In 2012, Kison founded DealRoom with a simple mission: fix the outdated, fragmented way M&A gets done. Built from the ground up as a bootstrapped business, DealRoom has grown into the leading Buyer-Led M&A™ platform, scaled to more than $10M in ARR, and earned the trust of dealmakers across industries.

Two years ago, Kison handpicked Greg to join as Chief Operating Officer with a clear purpose: scale DealRoom to its next level of growth. Since then, Greg has progressively taken on more responsibility, moving from COO to President and now to CEO.

Under his leadership, DealRoom has achieved significant milestones, including rapid and profitable growth, with revenue and customer base more than doubling in two years, as well as building a strong and scalable management team and establishing a Boston office presence to attract new talent. This track record demonstrates Greg’s ability to lead the company through its next chapter while maintaining focus on customer success and product innovation.

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Unleashing the strengths of two great leaders

This leadership evolution enables both Greg and Kison to focus on their respective strengths, maximizing impact for customers, employees, and the broader M&A community.

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• Greg Lord, CEO of DealRoom: Greg will lead DealRoom’s SaaS business, including FirmRoom, with a focus on operational excellence, product velocity, positive customer outcomes, and sustained growth.

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• Kison Patel, Founder and Executive Chairman of DealRoom & CEO of M&A Science: Kison will focus on doing what he loves most: growing the M&A Science community, hosting M&A’s #1 podcast, and democratizing M&A education for all. He will continue to support and advocate for Buyer-Led M&A™ as the modern approach to dealmaking, and partner with DealRoom’s Leadership Team on strategic initiatives.

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Continuity for customers

For customers, this is business as usual. DealRoom’s roadmap, customer success teams, and support structure remain unchanged. Customers will continue to benefit from DealRoom’s innovation under Greg’s leadership while also gaining from Kison’s expanded focus on M&A Science and the broader dealmaking community.

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This change is effective immediately; however, an ongoing transition will continue through the end of the year.

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• About DealRoom DealRoom is the only M&A platform purpose-built for Buyer-Led M&A™. By combining pipeline management, AI-powered diligence, and integration in one collaborative platform DealRoom empowers buyers to take back control of their deals. DealRoom reduces manual work and cuts people hours per deal by up to 50%—so teams can hit targets on time without going over budget. Learn more at dealroom.net.
• About M&A Science M&A Science is a global community and media platform dedicated to advancing the craft of modern M&A. Through podcasts, events, and educational resources, M&A Science brings together thousands of practitioners to share practical insights, frameworks, and real-world lessons. Learn more at mascience.com.

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