7 Tips for Successful CRM Implementation Read Part 1 of this article first: How Today’s Deal Professionals Use CRMs Once you’ve decided to make the leap and…
How Today’s Deal Professionals Use CRMs Today’s investment professionals are relying on technology more than ever to help manage the increasing amount of information streaming in…
How to Combine Social Media and Traditional Deal Sourcing for Maximum Results Combining traditional deal flow sourcing with social media and content marketing can help middle market dealmakers more effectively connect to…
BD Best Practices While You’re Heads Down on a Deal For boutique investors, keeping up with business development efforts while moving a deal down the funnel may feel close to…
The New Proprietary Deal Flow Proprietary deal flow: the gem investors crave. Problem is, proprietary deal flow seems harder to come by these days. With…
Are You Following These 4 Digital Marketing Rules? It’s a new year, and with the swapping of calendars comes a great opportunity to evaluate how you’re being perceived…
6 Essentials for Cold Calling CEOs Let’s face it, cold calling CEOs is tough.  Some advisors avoid it altogether and simply send mailings. Sound familiar?…
Don’t Miss These Top Industry Events in Q1 2016 As we head into 2016, planning is top of mind for virtually everyone. Whether you’re thinking about pipeline and projections…
Secrets of a Successful M&A Advisor Being an M&A advisor can be a tough gig. If you’re just starting out, here are a few secrets to…
