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Why Corporate Finance Advisory Firms Need a Unified AI Operating Model

Why Corporate Finance Advisory Firms Need a Unified AI Operating Model

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

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

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

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

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...
From Banker Lists to Always On Origination: How Private Equity Deal Sourcing Is Going Thematic in 2026

From Banker Lists to Always On Origination: How Private Equity Deal Sourcing Is Going Thematic in 2026

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...
Private Equity & M&A Deal Sourcing: Winning the 2026 Origination Race

Private Equity & M&A Deal Sourcing: Winning the 2026 Origination Race

by Navatar Marketing | Mar 23, 2026 | M&A, Private Equity

Navatar and Inven Partner to Deliver AI-Powered Deal Origination for Private Equity and M&A Advisory On Salesforce

by Navatar Marketing | Dec 4, 2025 | M&A, News & Press Release, Private Equity

LONDON and NEW YORK, Dec. 04, 2025 (GLOBE NEWSWIRE) – Navatar, the leading CRM platform for private markets, today announced a strategic partnership with Inven, the AI-powered platform for discovering and analyzing private companies. The partnership integrates...
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