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About PEI Services
PEI Services combines an in-depth corporate finance Research Database with an integrated CRM and a Project Tracking tool specifically designed for M&A deal flow. It’s a great tool for middle market M&A firms to perform industry research, track all interactions with contacts and journal/record communications with each member within the deal flow process. Research Database 180,000+ M&A-Related Contacts Targeted Search Capabilities Download Results or Add to CRM Customer Relationship Management (CRM) Organize and Update Your Contacts Journal and Record All Interactions Automatic Date/Time/Author Stamp Customizable Project Tracking Quickly View Progress Made With Each Deal/Prospect Automatic Journaling, Fully Integrated with the CRM Send and Track Outbound Emails Specialties M&A Deal Flow Management- CRM and Deal Tracker, Database of M&A Investment Banks, Database of Private Equity Firms, Database of Hedge Funds, Database of Senior Lenders (Commercial Banks), Database of Institu