Case Study: Allegiance Capital Corporation achieves 20% faster deal closings and doubles qualified buyer pool with Navatar Group

Allegiance Capital Gears Up for Strongest M&A Year

Allegiance Capital Corporation, a busy middle‑market investment bank with offices across North America, faced the challenge of coordinating deal activity and buyer outreach after rapid expansion. Their initial Salesforce rollout tracked prospects but lacked a tailored, firm‑wide workflow to manage complex M&A processes, maintain institutional memory, and give senior management real‑time visibility. To solve this, Allegiance engaged Navatar Group and adopted the Navatar M&A platform (built on Salesforce).

Navatar Group implemented Navatar M&A across marketing, buyer tracking, deal management and activity tracking, supported by a dedicated Customer Success team to speed adoption. The solution centralized deal intelligence, doubled the firm’s documented pool of strategic and financial buyers, expanded buyer intelligence, and delivered real‑time visibility—helping Allegiance close deals 20% faster and accelerate consecutive transactions, positioning the firm for its strongest M&A year.

Allegiance Capital Corporation

Shane Mahmood

VP of Operations