Case Study: Beacon Specialized Living streamlines M&A and saves weeks with DealRoom

How Beacon Specialized Living Customized DealRoom to Fit Their Process and Team

Beacon Specialized Living, a Michigan-based behavioral healthcare provider serving developmentally disabled, mentally ill, and autistic adults, was looking for a better way to manage its active M&A activity. With disorganized processes, repeated questions, and outdated basic tools, the team needed a single platform to streamline communication, organize documents, and reduce redundancies. They turned to DealRoom to support their M&A workflow and collaboration needs.

By implementing DealRoom, Beacon Specialized Living centralized diligence, access controls, and communication in one intuitive platform that could also support integration planning. DealRoom helped the team save over 20 hours on diligence tasks, cut weeks off the overall M&A process, and reduce costs by thousands of dollars. Beacon also reported better collaboration, less frustration, and a 20% to 25% improvement in legal team efficiency, with fewer duplicate efforts and stronger coordination across internal and external parties.

Beacon Specialized Living

Harrison Thomas

Chief Growth Officer