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...
by Navatar Marketing | Apr 16, 2026 | M&A, Private Equity
Deal markets have reset. The era of showing up in a data room and hoping for the best is over. Today, the advisory firms that consistently win mandates are the ones who arrive first — with the right idea, backed by credible insight, and a client relationship that runs...
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...
by Navatar Marketing | Apr 9, 2026 | M&A, Private Equity
How PE deal teams and M&A advisors can move from reactive banker lists to always on, thesis-led origination using AI and CRM. For a long time, private equity deal sourcing was defined by one simple question: “Which bankers are bringing us interesting...
by Navatar Marketing | Mar 23, 2026 | M&A, Private Equity
How PE deal teams and M&A advisors can build an AI-powered deal sourcing engine on Salesforce to see better opportunities earlier. In 2026, sourcing isn’t just the start of the deal. It is the deal. The firms that win are the ones that see the right...
