Case Study: Carson Group Scales M&A and Saves 10-20+ Hours per Deal with DealRoom

Carson Group saves 10-20+ hours per deal with DealRoom

Carson Group, an Omaha-based Registered Investment Advisor, faced significant challenges scaling their M&A process. Their manual, spreadsheet-heavy approach led to inefficient operations, miscommunication, and poor visibility as their deal pipeline grew. Data and documents were scattered across multiple platforms like OneDrive, Salesforce, and email, creating a constant struggle to maintain a single source of truth and leading to negative seller experiences and executive distrust.

By implementing DealRoom's M&A platform, Carson Group found a scalable solution. The platform provided a centralized hub for their pipeline, with customizable workflows, granular permissions, and automated reporting. This eliminated manual data room setup, saving the team 10-20+ hours per deal, and provided real-time visibility that accelerated deal closures and restored executive confidence, fueling their rapid year-over-year pipeline growth.

Carson Group