DealRoom Customer
Success Stories
Interested in learning more about how DealRoom can evolve your M&A? Check out our library of case studies to read about how teams are utilizing DealRoom to improve deal flow and collaboration.

The AZEK Company
In this customer success story Chris Russell, Head of Corporate Development at The AZEK Company, discusses how The AZEK Company used DealRoom to manage deals from start to finish.
Deal Size:
15+ deals managed on DealRoom, $100+ million enterprise value
5x
faster onboarding
EXPERTISE
Industry
Wholesale Building Materials
Company Size
1,001-5,000 employees
Region
Chicago, United States

Cadence Education
Learn from Allison D'Agostino, Director of Integration at Cadence Education, and Zach Abdorrahimzadeh, Vice President of Mergers and Acquisitions at Cadence Education, about how Cadence Education used DealRoom to optimize their rollups.
Deal Size:
15+ deals managed on DealRoom, over $200+ million enterprise value
40+
hours of time savings
EXPERTISE
Industry
Education Administration Programs
Company Size
5,001-10,000 employees
Region
United States, Scottsdale

Emerson
In this customer success story John Orbe, Associate General Counsel of M&A at Emerson, discusses how Emerson used DealRoom to save an incredible amount of time and money.
Deal Size:
20+ deals managed on DealRoom, over $25+ billion enterprise value
11 figure
deals using DealRoom
EXPERTISE
Industry
Industrial Machinery Manufacturing
Company Size
10,001+ employees
Region
United States, St. Louis

Farmers Business Network
In this customer success story Will Olson, Head of Corporate Development at Farmers Business Network, discusses how FBN used DealRoom to build a more comprehensive M&A strategy.
Deal Size:
10+ deals managed on DealRoom, $100+ million enterprise value
12-15 deals
at once with DealRoom
EXPERTISE
Industry
Farming
Company Size
501-1,000 employees
Region
United States, San Carlos
.png)
AppHub
In this customer success story Matt Tennenhouse, Director of Corporate Development at AppHub, discusses how AppHub used DealRoom to improve their professionalism with a centralized platform.
Deal Size:
5+ deals managed on DealRoom, $100 million enterprise value
5+ hours
saved a week
EXPERTISE
Industry
Software Development
Company Size
11-50 employees
Region
Boston, United States

Paylocity
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.
Deal Size:
5+ deals managed on DealRoom, $150+ million enterprise value
4 months faster
completed integrations
EXPERTISE
Industry
Software Development
Company Size
1,001-5,000 employees
Region
United States, Schaumburg

Recycle Track Systems
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.
Deal Size:
3+ deals managed on DealRoom, $40+ million enterprise value
50% faster
completed diligence
EXPERTISE
Industry
Environmental Service
Company Size
51-200 employees
Region
United States, New York

Beacon Specialized Living
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.
Deal Size:
10+ deals managed on DealRoom, $150+ million enterprise value
20+ hours
saved on diligence tasks
EXPERTISE
Industry
Healthcare
Company Size
200-500 employees
Region
United States, Michigan

Flex
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.
Deal Size:
14+ deals managed on DealRoom, $500+ million enterprise value
4 tools
replaced with DealRoom
EXPERTISE
Industry
Electrical/Electronic Manufacturing
Company Size
10,000+ employees
Region
Singapore

VALTA Energy
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.
Deal Size:
100+ deals managed on DealRoom, Undisclosed enterprise value
5x
projects to handle than before
EXPERTISE
Industry
Renewable Energy and Environment
Company Size
11-50 employees
Region
United States, California

Pax8
From data storage and sharing to investor communication and progress reports, DealRoom helped readily execute Pax8’s entire investor management process.
Deal Size:
13+ deals managed on DealRoom, $450+ million enterprise value
50%
faster integration
EXPERTISE
Industry
Information technology and services
Company Size
1000 employees
Region
United States

Paylocity
By implementing DealRoom, Amanda noted the need for Excel trackers was either eliminated completely or drastically reduced.
Deal Size:
5+ deals managed on DealRoom, $150+ million enterprise value
4 months faster
completed integrations
EXPERTISE
Industry
Software
Company Size
5000 employees
Region
United States

Momentum
DealRoom helped give Momentum confidence to work through the complicated process of a nonprofit merger.
Deal Size:
7+ deals managed on DealRoom, $1+ billion enterprise value
75%
time savings
EXPERTISE
Industry
Social assistance and protection
Company Size
1000 employees
Region
United States, California

Pinion
By using DealRooom, Pinion 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.
Deal Size:
3+ deals managed on DealRoom, $100+ million enterprise value
5x
faster onboarding
EXPERTISE
Industry
Accounting
Company Size
201-500 employees
Region
United States

Peanut Butter
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.
Deal Size:
$2 million raised via DealRoom
20+ hours
saved on diligence tasks
EXPERTISE
Industry
Personnel Management
Company Size
50
Region
United States

Bayada
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.
Deal Size:
15+ Deals managed on DealRoom, $525+ million enterprise value
50%
faster diligence
EXPERTISE
Industry
Healthcare
Company Size
28,000 employees
Region
Unites States and 6 other countries

Emerson
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.
Deal Size:
20+ deals managed on DealRoom, over $25+ billion enterprise value
11 figure
deals using DealRoom
EXPERTISE
Industry
Electrical equipment
Company Size
85,000 employees
Region
Unites States and 37 more countries
.jpg)
HALO
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.”
Deal Size:
7+ deals managed on DealRoom, $150+ million enterprise value
45% faster
completed diligence
EXPERTISE
Industry
Marketing and advertising
Company Size
5000 employees
Region
Unites States

Duff & Phelps
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.
Deal Size:
70+ deals managed on DealRoom, $500+ million enterprise value
40%
faster deals closed
EXPERTISE
Industry
Professional services
Company Size
5,000 employees
Region
United States and 30 other countries around the world
Join 2,000+ companies winning deals with DealRoom
