DealRoom
About DealRoom
Company overview
DealRoom Technologies, Inc. (d/b/a DealRoom) is a technology company founded in 2012 by Kison Patel, with its headquarters located in Chicago, Illinois. The company develops and provides a software-as-a-service (SaaS) platform designed to manage mergers and acquisitions (M&A) processes, combining virtual data room functionality with project management and diligence workflow tools into a unified environment. DealRoom serves investment banks, private equity firms, corporate development teams, and advisory professionals engaged in transaction execution. Business/Product Breakdown DealRoom offers an integrated M&A lifecycle management platform that consolidates the functions typically dispersed across multiple standalone tools, including virtual data rooms, project trackers, and communication systems, into a single cloud-based environment. The platform is designed to support the full spectrum of deal activity, from early-stage pipeline management through due diligence, negotiation, and post-merger integration. Virtual Data Room At the core of the platform is a virtual data room (VDR) that enables secure document storage, organization, and sharing between deal parties. The VDR includes granular permission controls, Q&A workflow functionality, and audit trail logging, which allows dealmakers to manage access to sensitive documents and track user activity throughout the transaction process. Diligence Management DealRoom provides structured diligence request management tools that allow deal teams to create, assign, and track information requests across workstreams. Requests can be organized into customizable templates, linked directly to documents in the data room, and assigned to responsible parties with status tracking and deadline management. This functionality replaces the spreadsheet-based diligence trackers commonly used in traditional M&A workflows. Pipeline and Deal Management The platform includes a deal pipeline management module that allows corporate development and investment teams to track prospective transactions across stages, manage counterparty contacts, log interactions, and monitor deal progress. This functionality is designed to support origination and sourcing activity in addition to execution. Project Management and Integration Workflows DealRoom incorporates project management capabilities, including task assignment, Gantt chart views, and workstream organization, to coordinate activities across internal teams and external advisors. The platform also includes tools specifically oriented toward post-merger integration (PMI) planning and execution, enabling deal teams to transition from transaction close to integration tracking within the same environment. Integrations and API The platform supports integrations with third-party tools commonly used in M&A workflows, including CRM systems and productivity applications. DealRoom also provides API access, enabling enterprise customers to connect the platform with proprietary systems and workflows.
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Revenue
EBITDA
Valuation
| Line Item | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Revenues | $380 MM | $250 MM | $90 MM | $120 MM | $65 MM |
| Gross Profit | $190 MM | $125 MM | $45 MM | $60 MM | $32.50 MM |
| Net Income (Loss) | $43 MM | $25 MM | $9 MM | $12 MM | $6.50 MM |
| Line Item | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
| Total Assets | $850 MM | $720 MM | $680 MM | $650 MM | $600 MM |
| Total Liabilities | $450 MM | $400 MM | $380 MM | $350 MM | $320 MM |
| Total Equity | $400 MM | $320 MM | $300 MM | $300 MM | $280 MM |
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Employee Figures
Key Executives
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401K
M&A2024-03-15Completed
Investor Sponsors NorthBridge PE | Stake Tags 100% |
Deal Amount $120M | Is PE deal Yes |
Target Company Valuation $1.20 MM | Is deal PE backed Yes |
Techniques Acquisition of Assets, Taken Private | Total Acquired 100% |
Investor Sponsors
Deal Amount
$120M
Target Company Valuation
$1.20 MM
Techniques
Acquisition of Assets, Taken Private
Stake Tags
100%
Is PE deal
Yes
Is deal PE backed
Yes
Total Acquired
100%
Secondary Transaction2023-09-01Canceled
Investor Sponsors -- | Stake Tags Majority |
Deal Amount Undisclosed | Is PE deal No |
Target Company Valuation -- | Is deal PE backed Yes |
Techniques Secondary Sale, Management Buy-out (MBO) | Total Acquired 65% |
Investor Sponsors
--
Deal Amount
Undisclosed
Target Company Valuation
NaN
Techniques
Secondary Sale, Management Buy-out (MBO)
Stake Tags
Majority
Is PE deal
No
Is deal PE backed
Yes
Total Acquired
65%
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