Company profile: DealSite
1.1 - Company Overview
Company description
- Provider of collaboration software for global commercial and investment banks, offering an enterprise web and mobile application to improve client service and execution. Capabilities include email and phone integrations to minimize unintentional MNPI disclosures, CRM tools, productivity upgrades, seamless integration with major email/CRM and proprietary systems, and enterprise-grade security.
Products and services
- Client Relationship Management: WorkingGroupLink delivers purpose-built tools that improve service and execution, making the bank a preferred contact and deepening client relationships in commercial and investment banking
- Enterprise Web and Mobile Application: WorkingGroupLink engineers an enterprise-scale web and mobile application that helps investment banks serve clients and do their jobs more effectively, strengthening bonds and erecting competitive barriers
- Security: Enterprise-grade measures protect data and operations within the WorkingGroupLink application used by global commercial and investment banking teams
Key contacts
🔒
🔒
Financial details
🔒
1.2 - Competitors and similar companies to DealSite
Endexx
HQ: United States
Website
- Description: Provider of hemp-derived health and wellness products under CBD Unlimited (oils, topicals, capsules, snacks, beverages); PhytoBites CBD-infused treats for dogs and cats; Blesswell men's grooming skincare developed with DJ Khaled; and Hyla plant-based, non-addictive vape products aimed at challenging the nicotine vape market. Collaborates with developers, scientists and engineers.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Endexx company profile →
First Potomac
HQ: United States
Website
- Description: Provider of real estate ownership, management, development, and redevelopment of office, business park, and industrial properties in the greater Washington, D.C. region; a self-managed real estate investment trust (REIT).
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full First Potomac company profile →
Metis Wealth
HQ: United Kingdom
Website
- Description: Provider of financial consulting services, offering tax optimization, mortgage and finance guidance, retirement planning, and estate planning.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Metis Wealth company profile →
SDCL
HQ: United Kingdom
Website
- Description: Provider of clean energy and energy efficiency project finance and asset management via specialist funds, delivering energy efficiency projects; on-site generation (solar, cogeneration, renewable heat); battery energy storage; and device-level energy monitoring. Also invests growth equity and manages the Green Energy Solutions Fund investing in Europe and the US, with government-partnered funds in the UK, Ireland and Singapore and launching in New York and China.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full SDCL company profile →
Fidelis Capital
HQ: United States
Website
- Description: Provider of advisor-owned wealth management services that manage clients’ financial complexity, including in-house investment management across public and private assets with strategic asset allocation and risk management; personalized wealth planning; tax management and advisory; fiduciary banking; personal risk management via coordinated insurance and cyber-risk mitigation; and health insurance and health care consulting.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Fidelis Capital company profile →
🔒
2.M&A buyers
2.1 Potential strategic acquirers in the sector
🔒
🔒
🔒
🔒
View all strategic buyers with complete profiles
Start Free Trial →
2.2 - Strategic buyer groups for DealSite
🔒
Buyer group 1: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 2: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 3: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔓 Unlock all detailed buyer group breakdowns with complete company profiles
Start Free Trial →
3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to DealSite
2.2 - Growth funds investing in similar companies to DealSite
🔒
View all growth equity funds with complete profiles
Start Free Trial →
4 - Top valuation comps for DealSite
4.2 - Public trading comparable groups for DealSite
🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →