PEI Services

M&A-Focused Research Database and Deal Flow Management Tools

peiServices.com provides M&A deal flow management solutions - combining a research database of corporate finance deal firms with an integrated CRM and a project tracking tool specifically designed for M&A deal flow. Within the projecting tracking piece you can create/send email campaigns, generate up-to-date reports and journal all conversations amongst the deal participants. Dashboard views make it easy to oversee all deal activity. The corporate finance research database tracks private equity firms, M&A investment banks, institutional real estate firms, valuation firms, senior lenders, hedge funds, public companies, small business investment companies and mezzanine firms.