The DealRoom story
The idea for DealRoom began in a small office in downtown Chicago in 2012. Our founder, Kison, was running a boutique M&A practice that focused on hospitality. He realized the standard technology available for M&A created inefficiencies such as team silos, duplicate work, and version control issues. He knew there had to be a better way and that the industry desperately needed a product purpose-built for M&A optimization.
Kison’s goal was to disrupt the M&A process, for good. He saw a need for better technology that connected the entire lifecycle of a deal, from initial pipeline management to diligence to post-merger integration. The solution? DealRoom!
Our mission
At DealRoom, our mission is to create a world where M&A enables organizations, and the ambitious people who build them, to achieve their full potential.
We believe people matter as much as the deals they execute, and that M&A should elevate teams, notexhaust them. When done right, M&A drives more than transactions. It fuels stronger companies,successful outcomes, and meaningful personal and professional growth.
Our Values
Our culture is the heart of our success and our values guide everything we do at DealRoom.
Deliver the Wow
We always WOW our customers, partners, and teammates. How?
Own the MVW
To balance speed and quality, we deeply understand our stakeholders, declare the MVW, deliver, and iterate - asap.
Growth mindset
We embrace change, failure, AI, and continuous learning, so we can improve, innovate, and grow the business and ourselves.
Enjoy the journey
Building is hard, and we believe that is why it’s so rewarding. We make it fun by celebrating wins, big and small.
Be Kind & Direct
We win as a team.
How?
Care deeply
We lead with empathy, assume positive intent, and use the golden rule. And we believe that gossip is not kind or direct.
Go direct
We never avoid the uncomfortable stuff. We get the right people together and embrace Radical Candor when we collaborate, debate, and IDS.
Communicate thoughtfully
We communicate clearly, concisely, and timely to ensure we’re always on the same page. And we actively and vocally disagree-and-commit.
Own It
We take joyful accountability for delivering results. How?
In it to win it
We don’t punch a clock - we push ourselves, and our teammates, to compete and win. And we prioritize rest and wellness so we can win the marathon.
Drivers wanted
We’re not interested in going along for the ride, we are all here to drive the bus. And we don’t just spot problems, we solve them.
We before me
We always do what’s best for the greater good of our customers and the company. Including being frugal (not cheap).
Leadership team
The DealRoom leadership team is made up of seasoned experts in building innovative software and creating exceptional customer experiences.
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M&A software solutions from DealRoom
The eponymous and flagship offering from DealRoom is a cloud-hosted platform that revolutionizes your M&A function by providing a centralized hub for managing the full lifecycle of a deal - including real-time collaboration, communication, and data organization across the entire M&A lifecycle.
If you’re currently using Excel trackers or shared folder drives to manage your deals, DealRoom will reduce misalignment, save you time, and reduce costs (and headaches) by optimizing the entire process of managing an M&A transaction. Over 160 companies, from PE-backed rollups to global public companies, trust DealRoom to simplify and streamline their M&A function.
FirmRoom
FirmRoom, by DealRoom, is the industry’s most intuitive virtual data room (VDR). The FirmRoom VDR serves as a secure repository for confidential information, enabling secure document sharing, controlled access, and comprehensive data analytics.
FirmRoom empowers M&A practitioners, and other data-sensitive functions, to conduct due diligence precisely and confidently, safeguarding sensitive information while facilitating seamless collaboration.
M&A Science
M&A Science is the home of Buyer-Led M&A™, the buy-side operating model for how deals should run. M&A Science brings this vision to life through the M&A Science podcast, content & events, and the M&A Science Intelligence & Learning Hub.
In 2025 M&A Science was carved out of DealRoom to be its own standalone business which Kison Patel leads as the founder & CEO.
Learn more about DealRoom
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