Case Studies

In this customer success story Zach Mueller, Corporate Development and Strategy Manager at Paylocity, discusses how Paylocity used DealRoom to accelerate their strategic objectives and reach goals sooner.

In this customer success story Matt Hillin, VP of Corporate Development at Recycle Track Systems, discusses how RTS used DealRoom to up their M&A game.

In this customer success story Harrison Thomas, Chief Growth Officer at Beacon Specialized Living, discusses how Beacon used DealRoom to get to a singular platform where communication can be streamlined.

In this customer success story Jim Ackerman, Vice President of Corporate Development at Flex, discusses how Flex switched over to DealRoom quickly and easily to have a more flexible and organized system for M&As.

In this customer success story, Jon Heisler, Director of Technology at VALTA Energy, discusses how VALTA used DealRoom to stay organized and greatly speed up the M&A process.

From data storage and sharing to investor communication and progress reports, DealRoom helped readily execute Pax8’s entire investor management process. 

By implementing DealRoom, Amanda noted the need for Excel trackers was either eliminated completely or drastically reduced.

DealRoom helped give Momentum confidence to work through the complicated process of a nonprofit merger.

By using DealRooom, KCoe Isom was able to have a level playing field between teams and all their needs during the diligence phase of M&A. What was missing in other data rooms that DealRoom could provide was the ability to comment, ask questions, and have the client respond all in one central portal.

DealRoom has been valuable in terms of keeping the playing field level across all of Peanut Butter’s potential investors by ensuring everyone has the same amount of information at the same time.

In this customer success story, Bayada shows the uniqueness of M&A in the non-profit space and how they've used DealRoom to overcome deal challenges.

After adopting DealRoom, the Emerson deals team can operate in one living document, as opposed to having to manage several different lists and Excel spreadsheets that vary between teams.

Thanks to DealRoom's intuitive nature, it has become a key resource for HALO corporate development team as they are “constantly finding new ways to exploit the tools to make our lives easier.”

With the help of DealRoom Duff & Phelps got the ability to help teams prioritize and stay focused on high priority items and tasks that can make or break a deal.