Investment Banking dealmaking in 2021 using technology and relationships

Hybrid workforces, digital transformation initiatives, and an increasing number of deal opportunities are forcing everyone involved in M&A to reevaluate whether the technology supporting their deal making and their operations are really making a difference. 

Join Michael Lamm, Managing Partner at Corporate Advisory Solutions, as he discusses their shift in operations and leveraged technology to adapt to these market changes, including using Affinity CRM to propel their deal processes, win more mandates, and utilize relationships to shape opportunities.