Case Study: Duff & Phelps Accelerates M&A Due Diligence with DealRoom

How Duff & Phelps boosted their due diligence process with DealRoom

Duff & Phelps, a global M&A advisory firm based in New York City, was struggling with disjointed deal communication, cluttered inboxes, and inefficient management of deal documents, spreadsheets, and updates. They needed a virtual data room that could do more than securely store files, helping them organize and share critical deal information more effectively. DealRoom was the platform used to address these due diligence and M&A workflow challenges.

By implementing DealRoom’s combination of a virtual data room, project management, and communication tools, Duff & Phelps improved transparency across teams and external stakeholders while reducing the need for manual Excel tracking. DealRoom helped reduce deal fatigue, keep teams prioritized, and eliminate waiting for status updates or progress reports. The result was a 40% faster deal-close process, showing a clear measurable impact from using DealRoom.

Duff & Phelps

Jordan Lampos

Director of Los Angeles Healthcare Investment Banking Group