Asia-Pacific M&A Advisory Firm Picked InsightsCRM for its M&A/Banking Team

A team of 20 bankers is spread across Hong Kong, Singapore, and Australia, with 50% of their work in the M&A space and with the bulk of their work being sell-side M&A mandates. Their client base was largely non-recurring; however, around 70 corporate relationships provided regular business, amounting to 35% of their annualized revenue stream. Most of their activities tracking and client engagement on deals were maintained on MS Excel and Word files, with emails saved in various Outlook folders. The flow of intelligence and information across teams was poor and inefficient; there was a clear need to address productivity loss and decision-making quality. The firm also wanted to run its prospecting process on M&A transactions in a way that allowed it to leverage past transaction intelligence and prospecting data more effectively.