Carr, Riggs & Ingram M&A Advisors selects Intapp DealCloud with Celeste to power its AI strategy for deal origination and relationship management
Business Wire•20/10/2026•08:45 ET
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Key Highlights
- ➤Carr, Riggs & Ingram M&A Advisors selects Intapp DealCloud with Celeste
- ➤Celeste targets deal screening, buyer-list generation, origination, and pipeline management
- ➤Dispatch consolidates deal tracking, relationship management, and marketing metrics
- ➤Implementation supports compliance with FINRA standards through Monarch partnership
Expert Statements
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.”
Carr, Riggs & Ingram M&A Advisors selects Intapp DealCloud with Celeste to power its AI strategy for deal origination and relationship management
The M&A advisory arm of a Top 25 U.S. accounting firm turns to agentic AI to scale its deal pipeline without adding headcount
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