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How Pipedrive helped merger and acquisition advisor Raincatcher double the value of business deals in its pipeline

Award-winning business broker and merger and acquisition (M&A) advisory firm Raincatcher facilitates transactions for private companies valued between $1 million and $100 million. They manage a range of deal sizes and processes, leveraging extensive document management and client relationship capabilities.

In the last 18 months, the firm has more than doubled the value of the merger and acquisition deals in its Pipedrive pipeline, from $100 million to over $200 million.

  • Industry: Finance
  • Location: United States
  • Key feature: Automation
Raincatcher Pipedrive Case Study

2x

Raincatcher has doubled the value of M&A deals in its pipeline

30 hours

Pipedrive automations are saving the company 30 hours a week

The challenge Raincatcher faced

Overseeing mergers and acquisitions requires complex processes, especially when millions of dollars are at stake. To be effective, Raincatcher has to manage relationships with clients (business owners), prospective buyers, accountants and lawyers, ensuring they’re tracked and moved through their respective pipelines.

Relationships with clients often last up to eight months or a year before they go to market, at which point Raincatcher then filters its pipeline of buyers in Pipedrive to market the business to.

All of this takes time, so Raincatcher needed a solution that would enable them full visibility of their deals and pipelines while streamlining their workflows.

Operationally, this industry is very demanding because you’re trying to sell millions of dollars of assets. There’s a lot of box-checking that needs to be done, a lot of documents that need to be gathered and a lot of questions that need to be answered.
There’s a tremendous amount of back and forth and relationship management. We have a pipeline of sellers we’re signing on to win clients and a pipeline of buyers we cultivate relationships with and gather offers from. This requires a high level of automation and systemization.
MW

Mark WoodburyManaging Director, Raincatcher

Pipedrive features used

Automations
Automations

To streamline processes and save time

Multiple pipelines
Multiple pipelines

To handle both clients and potential buyers seamlessly

Campaigns
Campaigns

To nurture contacts and communicate through email

The solution Pipedrive provided

The Raincatcher team discovered that Pipedrive could help them overcome the challenges they faced and more.

The company is making the most of Pipedrive’s features to:

  • Manage multiple pipelines in parallel

  • Automate lead qualification

  • Store and manage relevant files and notes

  • Capture lead information through a Zapier integration

  • Manage their email marketing in the same place as their deal management

Pipedrive has been very helpful. It has the flexibility to allow us to track our communication with both buyers and sellers. There can be separate pipelines and pipeline stages. That was crucial for us. We use automations within Pipedrive, so if we get an email that says, ‘Hey, we’re a ten-million-dollar-revenue construction company and we’re looking to sell,’ they’ll automatically be forwarded to our advisors with expertise in construction.
I have the notes from the last time one of my colleagues spoke to these buyers. I have the non-disclosure agreement that they signed and a letter of intent that they submitted for a previous business all in one place in their file. We also have different forms that come in through Zapier straight into our pipeline – the Zapier integration is very helpful. When Pipedrive launched its native email marketing tool, we also moved over to that.
MW

Mark WoodburyManaging Director, Raincatcher

Raincatcher has streamlined efficiency and enhanced capability

Pipedrive is an indispensable tool for Raincatcher, enabling the business broker and M&A firm to manage a complex, high-value transaction pipeline more efficiently and effectively.

By automating crucial processes, managing multiple detailed pipelines and integrating essential systems, Pipedrive has saved the company significant time and doubled the firm’s merger and acquisition deal value, demonstrating the power of a well-implemented CRM system in a demanding industry.

We’ve built our pipeline up to nearly $250 million total valuation with a team that’s a similar size to the one we had 18 months ago. We’re able to do that because we’re leveraging so many automations and features that make our processes more streamlined and more scalable.
MW

Mark WoodburyManaging Director, Raincatcher

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