Unio Partners selects DealCloud to improve firmwide visibility

New Client Announcement

Unio Partners, a São Paulo–based investment bank, has selected DealCloud to streamline deal execution and origination efforts. The firm will utilize DealCloud’s technology for its sourcing and origination efforts, buyers lists, staffing, task management, and relationship management.


“We’re happy to inform that we chose the DealCloud platform to organize our internal processes,” said Marco Dorigon, M&A Managing Director at Unio Partners. “We chose DealCloud because we believe it’s the most complete and intuitive platform available, and the technology behind the platform will enable us to track all origination and execution processes.”


Unio Partners is an independent financial and strategic advisory boutique, committed to the long-term success of its clients. Unio’s partners have accumulated vast experience in bulge bracket investment banks advising clients on their most critical, complex, and strategic patrimonial decisions. With dedicated teams, excellent service, and confidentiality, the firm provides specialized services and sees its clients as long-term partners. The Unio team advises clients on corporate advisory, capital markets, and wealth management.


“We’re proud to be the chosen technology platform for Unio Partners,” said Ben Harrison, Co-President of Financial Services and Founder of DealCloud. “Our technology will provide Unio with the visibility they need to continue to provide best-in-class service to their clients.”


About DealCloud

DealCloud, by Intapp, provides a single-source deal, relationship, and firm management platform that enables firms to power their dealmaking process 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 Unio Partners

Unio Partners was founded by executives from the most renowned global investment banks, with vast experience in M&A and strategic advisory in the most diverse sectors of the economy. Unio aims to create long-term relationships with its clients and investors. The firm offers customized and specialized financial, strategic, and business advisory services, with the unrestricted presence of the partners, promoting better results in clients’ strategic challenges. For more information, visit uniopartners.com.


Olivia Simons

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