Chicago-based investment bank standardizes M&A origination and execution on purpose-built platform

Company Website: https://www.intapp.com
PALO ALTO, Calif. -- (Business Wire)

Intapp (NASDAQ: INTA), the governed AI platform for professional firms in highly regulated industries, announces that Republic Partners has adopted Intapp DealCloud to centralize deal origination and management firmwide. Republic Partners is a Chicago-based investment bank specializing in M&A advisory for middle-market companies. The firm focuses on the transportation, logistics, and supply chain sectors.

Leveraging a market-leading platform to drive enterprise growth

Prior to adopting DealCloud, Republic Partners managed client relationships using spreadsheets and email-based tracking. The lack of a centralized system made enterprise-level growth and efficiency difficult to achieve. As the firm grew and expanded its industry relationships, it started exploring technology solutions that could streamline how proprietary market intelligence was shared internally, and how insights were shared with existing and prospective clients. The firm sought a solution that would give everyone — from managing directors to analysts and associates — full visibility into a unified ecosystem of historical data, client relationships, and real-time intelligence.

Republic Partners chose DealCloud for its ability to combine robust CRM functionality with purpose-built deal management in a single, highly configurable platform.

"I've always believed that providing ideas and insight is critical to being the advisor of choice,” said Rob Levin, Managing Partner and CEO of Republic Partners. “Standardizing on Intapp DealCloud gives our entire team the visibility and tools they need to ensure Republic’s collective knowledge can be used to our clients’ advantage."

Scaling quality and confidence with Intapp

With a centralized view of every live and prospective deal and industry relationship, the Republic Partners team will have the on-demand insights to continue delivering unique and valuable perspectives to clients. And as the firm grows, the market intelligence and relationship history that help define its reputation will be accessible to the entire firm — not siloed with individuals.

"Investment banks in the middle market, particularly those focused on specialized sectors, face the same core challenge: allocating banker time and energy as efficiently as possible,” said Brian Bissonette, Industry Principal for Investment Banking at Intapp. “Firms like Republic Partners recognize that purpose-built platforms — not generic CRMs or spreadsheets — are the foundation they need to compete and win. We're proud to support them as they build toward their next chapter."

Implementing rapidly through Intapp's partner network

To facilitate a fast, successful DealCloud deployment, Republic Partners is working with Monarch, an Intapp partner specializing in software implementation services, consulting, and managed administrative support for investment banks and private capital firms. A structured deployment process, including dedicated support to clean and migrate Republic’s data, will enable a smooth transition and help the firm go live quickly.

About Intapp

Intapp (NASDAQ: INTA) is the governed AI platform for professional firms in highly regulated industries. Intapp's vertically tailored agentic solutions are built for the specialized workflows, complex relationship networks, and professional compliance requirements of accounting, consulting, investment banking, law, private capital, and real assets firms. By applying Firm AI to core processes and data, Intapp helps partners, dealmakers, and advisors drive firm growth, manage compliance, and improve profitability. Learn why the world's top firms trust Intapp's industry-specific enterprise solutions at intapp.com.

About Republic Partners

Republic Partners is an investment bank that provides highly personalized service to private companies, entrepreneurs, and family-owned businesses, offering sophisticated analysis, sound judgment, and outstanding transaction execution. The firm advises on mergers and acquisitions and provides strategic and financial advice on an ongoing basis. The firm specializes in helping clients in the transportation, logistics, supply chain, and industrial verticals and forges long-term, high-value advisory relationships with clients that include start-ups and Fortune 100 companies. Republic Partners was founded in 2000 and is based in Chicago.

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Contacts:

Jen Mara
Senior Director, Brand Strategy and Communications, Intapp
press@intapp.com

Source: Intapp, Inc.