DealRoom

Thankful doesn’t begin to cover it. This year has been a milestone moment for DealRoom—new office, new teammates, and a whole lot of growth across the board. But what we’re most grateful for is the people who make this place what it is. To our team, our customers, and our community: thank you for bringing the energy, the ideas, and the momentum that move this industry forward. Happy Thanksgiving from all of us at DealRoom.

Last chance to take the State of M&A Survey. This isn’t just another questionnaire — it’s how we capture what’s really happening in M&A. We’re collecting insights from corporate development, M&A, and deal execution professionals to understand how deals got done in 2025 and where things are heading in 2026. Your input helps shape the benchmark for modern M&A. The survey closes November 30, make sure your voice is part of it. 🔗 Link in the comments

Diligence taking too long? Here's how to cut days out of every deal. Join us on December 17th at 11 AM ET for a 30-minute deep dive into #AI workflows that are actually working for M&A teams right now. We'll show you: ✅ How AI instantly organizes unstructured seller documents ✅ How to run a fast first pass review with AI highlighting key terms and risks ✅ How to spot issues early instead of late in the process ✅ How to build an AI-generated diligence checklist tailored to each target in seconds Dave Fields and Supritha Shankar Rao will walk through real examples. Save your seat now. 🔽

M&A has been around for decades—and so have the pain points. Spreadsheets flying around. Internal chaos. Last-minute requests that derail the team. Anyone who’s lived through a deal knows the reality: it’s painful, distracting, and far from efficient. That’s exactly why DealRoom exists. Our team has felt these frustrations firsthand, and we’re building the tools that finally eliminate the chaos—so corporate development teams can focus on strategy, not spreadsheet management. It’s time to remove the friction and step up how deals get done.

In a PE-backed environment, deal strategy isn’t just about what you buy—it’s about when. Too many acquirers chase long-term strategic assets without accounting for the 18–24 month KPI window their shareholders live in. The result: deals that make sense on paper but fall apart under exit timing pressure. This week’s Buyer-Led M&A™ Newsletter Kison Patel breaks down how high-performing teams navigate that tension, align both clocks, and design a pipeline that works for the business and the ownership model. If you’re leading Corp Dev in a PE-backed company, this edition is a must-read. Check it out here.

Meet our VP of Marketing, Hannah Jarrett — the kind of leader who brings equal parts heart, grit, and vision to everything she touches. A Massachusetts native through and through, Hannah keeps her creativity fueled by traveling, playing tennis, spending time by the ocean, and surrounding herself with the people who matter most. Beyond her work at DealRoom, Hannah is a passionate advocate for postpartum care. She actively supports Postpartum Support International and the Policy Center for Maternal Mental Health, and is always a resource for friends and women navigating postpartum challenges. It’s a mission close to her heart — and one that inspires all of us. She’s also someone who shows up for her people. This year, she officiated her best friend’s wedding — an honor she counts as one of her proudest moments. And above all, she’s proud to be a mom to two wonderful girls. We’re grateful to have Hannah leading the way on our marketing team and shaping the future of DealRoom.

Please join us in welcoming Henry Spitzer to the DealRoom team as our new VP of of Global Revenue! Henry brings a proven track record in revenue leadership — building and managing high-performing teams across SDR, AE, CS, and AM functions to drive cohesive processes and sustained growth. He’s passionate about exploring how AI can be woven into pipeline generation and the sales process — accelerating efficiency while keeping the human touch that defines great sales. Outside of work, Henry’s a hands-on problem solver who loves tinkering with cars, engines, and home projects. He also coaches his six-year-old’s hockey team and loves spending time with his wife, Marley, and their two daughters. Welcome to DealRoom, Henry — we’re thrilled to have you leading the charge!

Expanding across borders isn’t just a strategy decision — it’s a test of how well your deal process actually works. When you move into new markets, everything gets more complex: regulatory frameworks, cultural norms, data-sharing restrictions, local operations, even the way negotiations unfold. But teams that thrive in cross-border M&A all have one thing in common: they prepare early and operate with intention. 1. Local expertise is non-negotiable. Legal, tax, HR, finance, and technology all look different market to market. The teams that win are the ones who build the right local bench before a deal is underway. 2. Culture drives more outcomes than deal terms. Misaligned expectations, communication styles, and decision-making norms can derail integration long before synergies have a chance to show up. 3. Diligence and integration must run in lockstep. Global deals move fast. If you’re learning about local requirements mid-process, you’re already behind. The most effective buyers build integration assumptions into the deal from day one. 4. Complexity pays off when the process is strong. Cross-border deals require more preparation, tighter alignment, and a more deliberate approach — but the upside can be transformative when done well. Modern M&A isn’t about reacting to someone else’s process. It’s about building a system capable of navigating uncertainty at global scale. That’s the Buyer-Led M&A™ mindset. We really enjoyed hear from Michael Frankel and Tarek Sultani, JD, CFA at our last Buyer-Led M&A™ Masterclass. Check out the full webinar, link in the comments.

Would you go back to spreadsheets? It’s a no from us. When your team is running deals at full speed, the last thing you need is hours lost to copy-paste chaos. That’s exactly why teams switch to DealRoom. Less admin. More analysis. Better deals. #DealRoom #BuyerLedMA #Excel

Thankful for many things, but especially anything that doesn’t involve chasing down version 12_Final_FINAL.xlsx. As we head into the holiday week, we want to know: What are you most thankful for this year? Cast your vote below.