PJ SOLOMON, a leading financial advisory firm based in New York City, will leverage DealCloud as its technology infrastructure.
“DealCloud will become our new strategic client and deal management platform,” said Simon Upton, Chief Operating Officer at PJ SOLOMON. “DealCloud has a deep understanding of the investment banking business and offers off-the-shelf capabilities specifically designed for our business that we don’t see with other large CRM platforms. The platform will provide new insights on our business and enable us to maintain the high level of service we provide to clients.”
PJ SOLOMON was originally drawn to DealCloud’s integrated marketing solution, Dispatch. The firm selected the solution to help further build out its sponsor coverage program and improve its marketing capabilities. However, upon discovering the many benefits and opportunities provided by the software, the firm decided to also leverage DealCloud for its finance, compliance, legal, and marketing teams.
PJ SOLOMON is a leading financial advisory firm with a legacy as one of the first independent investment banks. The firm advises clients on mergers, acquisitions, divestitures, restructurings, recapitalizations, SPACs, capital markets solutions, and activism defense across a range of industries, including consumer retail, financial sponsors, fintech, grocery, pharmacy and restaurants, health care, infrastructure, power and renewables, and telecommunications, media, and technology.
PJ SOLOMON offers unmatched industry knowledge in the sectors the firm covers, providing comprehensive strategic solutions that are tailored to generate long-term shareholder value. Its bankers live and breathe the sectors they advise on, providing unique analysis, understanding, and access.
“For more than 3 decades, PJ SOLOMON has served as a trusted advisor on a number of sector-defining transactions, and we are excited to be working with such experienced professionals at the firm,” said Ben Harrison, President of Financial Services at DealCloud. “With years of expertise across multiple industries, the bankers at PJ SOLOMON bring unparalleled capabilities to each of their transactions. We believe DealCloud will be a driving force in helping the firm to better manage its deals, relationships, and marketing capabilities.”
DealCloud, an Intapp company, provides a single-source deal, relationship, and firm management platform that enables firms to power their dealmaking processes from strategy to origination to execution. We offer fully configurable solutions purpose-built for the complex relationships and structures of private equity and growth capital firms, investment banks, private and publicly traded companies, debt capital providers, and other investors. For more information, visit dealcloud.com.
About PJ SOLOMON
Founded in 1989, PJ SOLOMON is a leading financial advisory firm with a legacy as one of the first independent investment banks. Its difference is unmatched industry knowledge in the sectors it covers, creating superior value with unrivaled wisdom for its clients. The firm advises clients on mergers, acquisitions, divestitures, restructurings, recapitalizations, capital markets solutions, and activism defense across a range of industries. PJ SOLOMON is an independently operated affiliate of Natixis, part of Groupe BPCE. For further information, visit pjsolomon.com.