Cassel Salpeter & Co., LLC, is an independent investment banking firm, founded in 2010, that provides advice to middle-market and emerging growth companies in the U.S. and worldwide. The firm advises clients on mergers and acquisitions, capital raising, restructuring transactions, fairness opinions, solvency opinions, and valuations. Cassel Salpeter provides investment banking and financial advisory services to clients in a broad spectrum of industries including aerospace and defense, consumer products and services, financial services, healthcare, and technology.

For Cassel Salpeter, the challenge wasn’t adopting a CRM solution, it was finding the right one to fit its unique needs. After years of using Microsoft Dynamics and others CRM systems, it experienced ongoing maintenance issues and found the platforms cumbersome for a firm of its boutique size (less than 25 full-time professionals). It spent a significant amount of time and money attempting to tailor those systems to fit the needs of financial services and dealmaking, but after months of frustrations, realized it needed an industry-specific solution like DealCloud.

Below, we offer an in-depth case study that showcases how Cassel Salpeter & Co. streamlined operations, improved business outcomes, and actively executed marketing campaigns by leveraging DealCloud’s technology.