DealRoom
25 Case Studies
A DealRoom Case Study
Bayada, a healthcare leader providing home care services for adults and children, wanted to strengthen its inorganic growth strategy through M&A. As a nonprofit, the team needed a better way to manage its deal pipeline, diligence requests, and cultural integration, while also moving beyond “spreadsheet madness” and finding a platform they felt confident sharing with targets. DealRoom was the vendor they turned to, using its M&A project management and pipeline management capabilities.
DealRoom provided Bayada with a sleek, intuitive platform, permissions controls, daily deal digests, and reusable templates for due diligence and integration, making the process easier for internal and external users. The result was a more transparent and scalable M&A process, stronger board communication, and diligence that was 50% faster with DealRoom. Bayada also gained a repeatable workflow it can modify and reuse for future deals.
John Palusci
Division Director of Strategic Finance and Corporate Development