Inside the Deal: How Soltis Improved Internal Collaboration and Seller Communication in M&A

Still managing M&A deals across multiple tools, spreadsheets, and email threads? It might work for a few deals, but as activity increases, keeping teams accountable and sellers aligned becomes harder.

Join Jeff Harris, Head of M&A & Partnerships at Soltis, alongside Jesse Tremblay, VP of Product at DealRoom, for a live Inside the Deal session. Jeff will share how the Soltis team moved away from managing deals across disconnected tools to a centralized workflow that improved internal coordination and made collaboration with sellers much easier.

In this session, you’ll hear how they:

• Moved away from scattered tools to a single place for managing deals

• Improved internal accountability so teams always know what needs to get done

• Structured seller communication using worklists instead of long email threads

• Kept internal teams, advisors, and sellers aligned throughout diligence

Join us to hear the lessons Soltis learned, how their process evolved over time, and practical ideas your team can use to bring more structure and clarity to your M&A deals.