Case Studies

David Aronson is the CEO at Peanut Butter Student Loan Assistance and Jefferson Keith is the SVP, Corporate Development at Pax8. During this session, they share their experiences with fundraising, how they use DealRoom, and give advice for other practitioners.

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

As a Corporate Development and M&A professional with a background in investment banking, Michael Palumbo quickly learned the benefits of testing different VDRs and deal platforms. When his work in M&A began, Michael noted everyone was using virtual data rooms and the trend was to use whatever those around you were using. However, as Michael learned more, one name that started frequently coming up was DealRoom.

Duff and Phelps is a powerhouse of global advisors for M&A, providing a wealth of services such as valuation services, corporate finance, and risk management. Jordan Lampos is Duff and Phelps’ Director of the Los Angeles Healthcare Investment Banking Group.