Carr, Riggs & Ingram M&A Advisors selects Intapp DealCloud with Celeste to power its AI strategy for deal origination and relationship management
Intapp announced that Carr, Riggs & Ingram M&A Advisors, the M&A advisory arm of a Top 25 U.S. accounting firm, selected Intapp DealCloud with Celeste as its platform for relationship management and deal tracking. The customer replaced a prior CRM that lacked AI capability, adopting Celeste to automate deal screening, buyer list generation, origination, and pipeline management, plus the Dispatch marketing module. Implementation was delivered with channel partner Monarch under FINRA-compliant onboarding.
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