Carr, Riggs & Ingram M&A Advisors selects Intapp DealCloud with Celeste for AI deal origination

The M&A advisory arm of a Top 25 US accounting firm chose Intapp's platform to scale its deal pipeline without adding headcount. The firm replaced its prior CRM with Intapp DealCloud and Celeste, an AI coworker for workflows like deal screening and buyer list generation. Implementation was delivered with Monarch, an Intapp Certified Channel Partner. The firm also added DealCloud's Dispatch for consolidated marketing metrics.