How Hyde Park Capital saves up to 10 hours a week on deal flow and reporting

Prior to deploying DealCloud, the professionals at Hyde Park managed their data using a generic CRM. Hyde Park needed to operate more efficiently and have greater visibility across the firm. These business needs led Hyde Park to implement DealCloud. Since deploying DealCloud, Hyde Park Capital has optimized the following functions:

Hyde Park Capital is a leading investment banking firm based in Florida and the Southeast that specializes in mergers and acquisitions, capital raising, and other financial advisory needs for middle-market public and private companies.

Hyde Park is known for working with founders, typically families or entrepreneurs, to help guide them through a successful transaction. Since it was established in 2000, Hyde Park has closed more than 300 M&A and capital raise deals.

Contact and activity capture

Hyde Park has increased contact data accuracy while reducing manual entry with DealCloud’s contact and activity capture functionality, which automatically records interactions with clients, service providers, and referral partners. This capability also gives firm leaders greater visibility into what each professional is working on daily, such as how much time they’re spending reaching out to prospects, clients, and buyers. By tracking interactions using this single source of truth, professionals at Hyde Park can easily determine when a banker spoke to a client and what was discussed.

Data management

Hyde Park now easily accesses both proprietary and third-party data on a single, unified platform with DealCloud DataCortex. Fully integrated into the DealCloud platform, Hyde Park professionals can run complex reports, analyze industry trends, and evaluate potential synergies in the same hub where they originate deals and manage relationships. With accurate data at their fingertips, Hyde Park professionals can quickly identify buyers, work more efficiently, and minimize the risk of human error.

“To effectively manage and grow as an investment banking firm, the ability to seamlessly collect, analyze, and report on the many different data points across several teams and industries is paramount. DealCloud has allowed us to increase the accuracy, management, and consistency of our reporting — not only on active deals, but also on our network of investors, referral relationships, and pipeline of prospective clients.

JESSE CRAWFORD-LANG, ASSOCIATE, HYDE PARK CAPITAL

Relationship intelligence

Hyde Park can now clearly identify which professionals at the firm have the best relationships with specific buyers using DealCloud’s Relationship Intelligence feature. Each contact is assigned a “relationship score” based on their communications with their potential buyers, helping Hyde Park track the health of its network. Professionals can also set automated reminders to follow up with those contacts to keep the relationships warm. Hyde Park is now better able to evaluate its network of buyers, leverage its expertise, and network effectively.

Marketing

Hyde Park has streamlined its marketing with DealCloud’s Dispatch marketing solution. The firm now distributes company newsletters, deal announcements, weekly M&A reports, NDAs, and more directly within DealCloud. With easy, centralized access to email marketing insights, Hyde Park is strengthening its day-to-day interactions with key relationships to help source and win deals.

“The ability to make data-driven decisions in real time allows us to efficiently execute our growth strategies and quickly pivot with changing market conditions. [The DealCloud team has] been supportive in assisting us to optimize their system to our needs as a firm.

JESSE CRAWFORD-LANG, ASSOCIATE, HYDE PARK CAPITAL

Executive Summary

  • More than 85% of firm professionals use DealCloud weekly
  • Up to 10 hours per week saved by practitioners on managing deal flow and reporting
  • Most manual data entry eliminated
  • Increased visibility into active deals, pitches, and team workload

Partnering for success

  • Purpose-built for investment banking teams
  • Single source and location for all data
  • User-friendly platform
  • Dedicated account management and client success teams