Intapp recently announced that Carr, Riggs & Ingram M&A Advisors, the M&A advisory division of one of the 25 largest accounting and advisory firms in the U.S., has selected Intapp DealCloud with Celeste for relationship management, deal tracking, and origination. The Alabama-based team focuses mainly on middle-market sell-side engagements and needed a platform that could help them grow their pipeline without adding headcount. Their previous CRM lacked AI capabilities and required too much manual upkeep, so they moved to DealCloud with Celeste, Intapp’s AI coworker that supports workflows like buyer list generation, deal screening, and pipeline management. The firm also added Dispatch, DealCloud’s integrated marketing capability, to bring deal tracking, relationship management, and marketing metrics into one system.
Monarch was proud to partner with the Carr, Riggs & Ingram M&A Advisors team on this implementation, supporting onboarding and helping the firm maintain compliance with FINRA standards. It’s a great example of how smaller and midmarket advisory teams are putting strong AI strategy in place to compete with larger firms. Read the full announcement from Intapp here.
