Intapp (NASDAQ: INTA), the governed AI platform for professional firms in highly regulated industries, today announced that Carr, Riggs & Ingram M&A Advisors has selected Intapp DealCloud with Celeste as its platform for relationship management and deal tracking.

Carr, Riggs & Ingram M&A Advisors is a division of one of the 25 largest accounting and advisory firms in the U.S., based in Alabama. Its business is intensely relationship-driven, focusing primarily on sell-side engagements in the middle market. That makes the ability to identify the right buyers, track deal progress, and manage origination efficiently especially important.

For smaller and midmarket advisory teams, these capabilities are a competitive necessity, particularly without a large support staff. As independent sponsors, boutique banks, and spin-offs from large institutions increasingly populate the lower middle market, the firms that move fastest with the fewest people are the ones winning mandates.

Carr, Riggs & Ingram M&A Advisors reached a turning point when its prior technology failed to keep pace with its ambitions. The team recognized that its existing CRM lacked the AI capability it needed, and that the manual overhead of maintaining its prior system was consuming time the team needed for deal activity. The firm made the decision to replace its prior platform with a purpose-built solution.

The team selected Intapp Celeste, the expert AI coworker built to run the business workflows of professional firms. Celeste uses a firm’s proprietary data, methods, and compliance requirements to run workflows like deal screening, buyer list generation, origination, and pipeline management. It also uses natural language querying so advisors can easily interact with the firm’s data without having to learn the vocabulary of a database. By surfacing buyer lists, updating deal notes, and automating workflows, Celeste reduces manual effort and boosts operational productivity.

The firm also added DealCloud’s integrated marketing capability, Dispatch, to consolidate deal tracking, relationship management, and marketing metrics into a single system.

The implementation was delivered in partnership with Monarch, an Intapp Certified Channel Partner, which supported the Carr, Riggs & Ingram M&A Advisors team through onboarding while enabling the firm to maintain compliance with FINRA standards.

Supporting quotes

Brandon Maddox, Partner, Carr, Riggs & Ingram M&A Advisors

“Our team needed to scale without simply adding people. We recognized early that having an AI strategy in place was going to be the difference between growing the pipeline and managing it from behind. Celeste gave us the ability to work the way we actually think, and that was the deciding factor. The gap between firms that have a real AI strategy and those that don’t is widening faster than most people realize.”

Brian Bissonette, Industry Principal, Investment Banking, Intapp

“What we see in the middle market is a structural shift. Advisory teams of four or eight people are competing with firms that have multiples of their headcount. The ones closing the gap are the ones that have built an AI strategy around how the firm actually works, not just how individual practitioners work. Carr, Riggs & Ingram M&A Advisors came in with that strategy already formed. Celeste gives it operational reality.”

Additional resources

Connect with Intapp

Forward-looking statements

This press release contains express and implied “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding Intapp’s products and services and the expected results or benefits from use of our products and services. By their nature, these statements are subject to numerous uncertainties and risks, including factors beyond our control, that could cause actual results, performance, or achievement to differ materially and adversely from those anticipated or implied in the statements. Additional risks and uncertainties that could cause actual outcomes and results to differ materially from those contemplated by the forward-looking statements are included under the caption “Risk Factors” and elsewhere in our Annual Report on Form 10-K, our Quarterly Reports on Form 10-Q, and any subsequent public filings. Forward-looking statements speak only as of the date the statements are made and are based on information available to us at the time those statements are made and/or management’s good faith belief as of that time with respect to future events. We assume no obligation to update forward-looking statements to reflect events or circumstances after the date they were made, except as required by law. Any unreleased services, features, or functions referenced in this document, our website, or other press releases or public statements that are not currently available are subject to change at Intapp’s discretion and may not be delivered as planned or at all.

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.

Media gallery

About The Author
Business Wire