Why Corporate Finance Advisory Firms Need a Unified AI Operating Model

by Navatar Marketing | May 12, 2026 | M&A, Private Equity

Navatar Brings AI-Powered Corporate Finance Advisory CRM to Salesforce for Investment Banks and Consulting Firms

by Navatar Marketing | May 11, 2026 | News & Press Release, Private Equity

If Your Private Markets CRM Isn’t Doing These 7 Things in 2026, Trash It

by Navatar Marketing | Apr 20, 2026 | M&A, Private Equity

Seven non negotiable outcomes CIOs and deal leaders in private equity, private credit, and M&A advisory should expect from an AI powered CRM operating model. Most firms can say, “We have a CRM.” Very few can say, “Our CRM is a real edge in finding and winning the...

The M&A Advisory Firms Winning More Mandates Have Something in Common: AI at the Core

by Navatar Marketing | Apr 16, 2026 | M&A, Private Equity

Navatar Unveils AI-Powered M&A CRM Operating Model for Investment Banks and Boutique Advisors

by Navatar Marketing | Apr 10, 2026 | News & Press Release, Private Equity

  NEW YORK and LONDON, April 09, 2026 (GLOBE NEWSWIRE) — Navatar today announced an AI-powered CRM operating model for M&A investment banks and boutique advisory firms, designed to help bankers originate more relevant deals, deepen coverage, and execute...