Sales

sales@navatargroup.com

eusales@navatargroup.com

Investment Banking CRM

Navatar’s investment banking and M&A CRM powers every step of the deal lifecycle from marketing to close, combining relationship management, business development, mandate execution, and client coverage onto one integrated platform.

Win Clients and Close Mandates

Relationship Management
Business Development
Managing Mandates
M&A Client Coverage
Staffing & Resource Allocation
Performance Overview
Relationship Management

Define relationships in a way natural to your deal process, including role and past deal reactions, to map a true picture of activity within your deal ecosystem.

Relationship Management
Business Development

Create a systematic, automated outreach program to effectively nurture your relationships with prospective clients to win mandates.

Business Development
Managing Mandates

Translate interactions, relationships and buyer history from previous deals into intelligence that drives effective mandate execution.

Managing Mandates
Client Coverage

Understand the full nature of relationships with your clients and prospects, encompassing idea generation, pitches and firm-wide connections and active engagements.

M&A Client Coverage
Staffing and Resource Allocation

Proactively manage workloads and reallocate resources when necessary. Time logging for bankers integrated with clients, meetings and deals for full transparency.

Staffing & Resource Allocation
Performance Overview

Evaluate deal and fee performance by sector or group. Easily compare internal performance data and metrics with industry-wide data for benchmarking.

Performance Overview

Seamless User Experience

Navatar's state-of-the-art design creates a seamless user experience, eliminating manual handoffs, because it is fully integrated with your day-to-day apps and third party providers. No need to change the way you work.

Learn More

Seamless User Experience

Navatar's state-of-the-art design creates a seamless user experience, eliminating manual handoffs, because it is fully integrated with your day-to-day apps and third party providers. No need to change the way you work.

Learn More
Testimonials

Navatar helped us move from a small domestic boutique to a business operating around the world.

Bruce Cameron, President & CEO, Berkshire Capital

Navatar allows us to manage communications with literally thousands of prospective buyers.

Adrian Ness, Director, Johnsons Corporate

Navatar helps us identify prospective buyers with lightning quick accuracy and speed.

Kevin Tribe, Managing Director, Tequity

Navatar makes our daily tasks, opportunities and deals as easy as possible.

Jordan Wagner, Co-Founder, Exit Strategies

Bruce Cameron
Adrian Ness
Kevin Tribe
Jordan Wagner

Our Thinking

case studies
  • M&A

    Watch how Berkshire Capital transformed into a global advisory business.

    WATCH NOW
  • M&A

    Read how Allegiance Capital geared up for a blockbuster M&A year.

    Read More
  • M&A

    Learn how Johnsons Corporate vastly accelerated its pace of dealmaking.

    Read More

Don't Let Old Technology Slow You Down

Are you using the latest technology for your deal room? Navatar's next generation VDR integrates directly with your deal process to help you close deals faster, while ensuring the best outcome for your clients.

Learn More About Navatar Deal Room

Don't Let Old Technology Slow You Down

Are you using the latest technology for your deal room? Navatar's next generation VDR integrates directly with your deal process to help you close deals faster, while ensuring the best outcome for your clients.

Learn More About Navatar Deal Room