Virtual Data Room & Project Management Software for seamless collaboration
Education Case Studies and Success Stories with DealRoom
CASE STUDY Cadence Education
Cadence Education used Excel trackers and many tools for M&A work. This made things slow and confusing as they grew. They switched to DealRoom to keep all deal information in one place and improve se...curity. DealRoom helped them organize documents, track tasks, and work better with outside teams. They saved over 40 hours of time, had easier meetings, and replaced many tools with just one. Everyone found the new system easy to use and liked the change.
Computer & Network Security Case Studies and Success Stories with DealRoom
CASE STUDY Infoblox
DealRoom helped Infoblox move from five separate tools to one central M&A platform. The team saved up to 50% of admin time by centralizing pipeline and deal management. Leadership gained better visib...ility and team efficiency improved. DealRoom made it easy for all deal team members to handle Q&A in one place. Infoblox reduced manual errors and increased confidence in their deal data.
Management Consulting Case Studies and Success Stories with DealRoom
CASE STUDY Wipfli
Wipfli had trouble tracking tasks and documents for M&A deals. They used Excel and ShareFile, which made it hard to find documents and caused duplicate work. DealRoom replaced these tools and made it... easier to manage tasks and documents. The platform's security features helped control access for different teams. Wipfli saved over 20 hours per deal and improved project management and deal sourcing.
Raincatcher is an M&A firm that had trouble managing data rooms and workflows using spreadsheets and email. They needed a better way to organize documents, improve security, and speed up their deal p...rocess. They chose DealRoom after considering eight other platforms. DealRoom helped them centralize their work, improve security, and streamline communication. As a result, Raincatcher saw a 40% increase in team efficiency and achieved a 10x return on investment. Deals closed faster and with a higher success rate.
Insurance Case Studies and Success Stories with DealRoom
CASE STUDY Liberty Company Insurance Brokers
Liberty Company Insurance Brokers managed 20-25 acquisitions each year. Their deal data was scattered, making it hard to track and slowing down work. They chose DealRoom to bring all deal information... into one place. DealRoom helped them organize each stage of their M&A process and made it easier for teams to work together. In the first year, they saved $200,000 by using DealRoom and cutting down on other tools and wasted time.
Consumer Services Case Studies and Success Stories with DealRoom
CASE STUDY Easton Select Group
DealRoom helped Easton Select Group manage six acquisitions in five months. The company used DealRoom to centralize diligence, improve transparency, and align stakeholders. Easton Select Group faced ...challenges with disconnected systems and complex integrations. DealRoom provided a single hub for all deal data and communications. As a result, Easton Select Group closed six deals and reached $10M EBITDA quickly.
Information Technology and Services Case Studies and Success Stories with DealRoom
CASE STUDY Pax8
DealRoom helped Pax8 take control of their data and speed up their fundraising process. Before, Pax8 relied on attorneys to manage data, causing delays and slow investor responses. With DealRoom, Pax...8 gained full control over data, permissions, and investor pipeline management. Integration was 50% faster than before. Pax8 improved investor relationships and could track and rate investors easily. The platform made it simple to share reports and manage access.
SPS Commerce had trouble managing M&A deals using many different tools. This made it hard to find documents and slowed down their work. They chose DealRoom to bring all their deal work into one place.... DealRoom helped them talk to target companies in real time and keep track of all documents. SPS Commerce now saves two hours of admin work each week and has finished more than two deals using DealRoom. The team finds it easier to work together and make decisions during M&A.
AppHub needed a better way to manage their M&A process. They had problems with other data room providers, like unexpected costs, lost information, and slow onboarding. They chose DealRoom because it ...was easy to use and helped them organize all deal details in one place. The team quickly learned the platform and liked its clean dashboard and live updates. With DealRoom, AppHub saved over 5 hours a week, improved professionalism, and made their M&A process smoother and more efficient.
Miro used many different tools to manage their M&A deals. This made their process slow and confusing. They chose DealRoom to bring all their M&A work into one platform. DealRoom helped Miro save 35 h...ours per deal. Miro now completes all M&A activities in DealRoom and finds it easier to work with their team.
Jamf used Excel and many tools to manage M&A deals. This caused delays, lost opportunities, and poor tracking. They chose DealRoom to put all deal data in one place and automate reports. DealRoom hel...ped them standardize their process and improve visibility. As a result, Jamf cut deal time in half and managed over 20 deals worth more than $200 million. Their team now works faster and communicates better.
Manufacturing Case Studies and Success Stories with DealRoom
CASE STUDY Flex
DealRoom helped Flex move from old, unorganized M&A systems to a single, easy-to-use platform. Flex replaced four tools with DealRoom, making due diligence and deal management faster and more organiz...ed. The team now spends less time on calls and emails and more time on important work. Flex can handle more deals at once, with 13 transactions in process using DealRoom. Real-time insights and better access control improved efficiency and teamwork.
Emerson needed a better way to manage M&A deals. They were unhappy with high costs, hidden fees, and confusing platforms from other data room providers. They chose DealRoom for its fair pricing and e...asy-to-use features. The team quickly adopted the platform with little training needed. Emerson now handles deals up to eleven figures using DealRoom. They saved a lot of money and improved their deal process.
The AZEK Company needed a better way to manage their M&A deals. Their old system was slow and caused confusion. They chose DealRoom for its easy-to-use platform and strong features. The team onboarde...d quickly and worked better together. They saved $93,000 a year by not needing an analyst. Deals closed faster, including one in just eight weeks, the fastest in their history.
Hospital & Health Care Case Studies and Success Stories with DealRoom
CASE STUDY Bayada
DealRoom helped Bayada end spreadsheet chaos in their M&A process. Bayada used DealRoom to manage their M&A pipeline, control diligence, and support cultural integration. The platform's intuitive des...ign and daily digests made onboarding easy and kept deals on track. Diligence was 50% faster with DealRoom. Bayada now has scalable, repeatable processes and more control over their growth strategy.
DealRoom helped US Heart and Vascular manage a 100% increase in transaction volume over two years. The company faced challenges with fragmented diligence requests and slow deal velocity. Using DealRo...om, they centralized over 140 diligence requests into one platform. This improved speed, organization, and reduced duplicate work. The team could filter requests, assign tasks, and protect sensitive data, making the M&A process faster and more efficient.
DealRoom helped IVC Evidensia manage over 300 roll-up acquisitions per year. Before DealRoom, the team used spreadsheets, Dropbox, and email, which caused data silos and miscommunication. DealRoom pr...ovided a single source of truth, automated tasks, and supported multiple languages. The platform's AI-powered contract analysis reduced manual review time. IVC Evidensia completed 36 deals in one month and managed deals across 12 regions using DealRoom.
Automotive Case Studies and Success Stories with DealRoom
CASE STUDY UAP Inc.
UAP Inc. is a large auto parts distributor in Canada. They managed many M&A deals each year but used Excel spreadsheets, which made reporting slow and hard to manage. This caused problems with sharin...g information, data security, and working with others. UAP Inc. chose DealRoom to help track deals, report data, and improve security. With DealRoom, they managed over 20 deals a year and saved more than 10 hours of manual work each week.
Other Industry Case Studies and Success Stories with DealRoom
CASE STUDY Farmers Business Network
Farmers Business Network needed to improve their M&A process. Their old way used emails, spreadsheets, and many tools, which caused confusion and delays. They chose DealRoom to organize all M&A work ...in one place. DealRoom helped them work faster, keep documents together, and manage more deals at once. Now, they can handle 12-15 deals at the same time and save time and money. Their team communicates better and finishes deals more quickly.
DealRoom helped Paylocity stop using Excel trackers for due diligence. Before DealRoom, Paylocity had problems with confusing spreadsheets, lost data, and long work hours. DealRoom gave them secure s...torage, easy task assignment, and templates that saved time. Paylocity finished integrations 4 months faster. They saved 3 to 4 hours a day during diligence. Time spent in Excel dropped by 50%.
DealRoom helped Paylocity modernize their M&A diligence management. Paylocity faced slow, manual processes and too many communication channels. They chose DealRoom for its integrated request list, da...ta room, and easy onboarding. With DealRoom, Paylocity automated tasks, improved project management, and reduced emails and meetings. Integrations finished 4 months faster. Paylocity completed three successful deals and plans to renew their contract.
