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PEI Services

4.0· 10 reviews
Average ratingGreat
4.0/ 5

Based on 10 reviews

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Questions about PEI Services

Based on 10 reviews, listing data and website checks · updated yesterday

What is PEI Services?

PEI Services is a provider of M&A deal flow management solutions that combines a research database of corporate finance firms with an integrated CRM and project tracking tool. The platform allows users to create email campaigns, generate reports, and journal conversations among deal participants. It is designed to help users oversee all deal activity through dashboard views.

What specific data does the PEI Services research database track?

The platform includes a corporate finance research database that tracks private equity firms, M&A investment banks, institutional real estate firms, valuation firms, senior lenders, hedge funds, public companies, small business investment companies, and mezzanine firms. This database is a core component of their M&A deal flow management solutions.

What do reviewers consistently praise about PEI Services?

Reviewers have praised the team's professionalism, efficiency, and ability to deliver exactly what is needed. Many users highlight the seamless and stress-free process, noting that the staff was friendly, helpful, and responsive to concerns.

What specific service qualities do multiple reviewers highlight?

Some reviewers mention that the team went above and beyond to meet specific requirements and provided personalized solutions. Others noted that the service was top-notch and the team provided valuable insights to deliver exceptional results.

What is the current Trustburn rating and review history?

As of the latest data, the Trustburn rating is 4 out of 5 based on 10 reviews. The reviews range from 3 to 5 stars, with the most recent review dated October 12, 2023.

What is the official website of PEI Services?

The official website of PEI Services is peiservices.com.

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About PEI Services

peiServices.com provides M&A deal flow management solutions - combining a research database of corporate finance deal firms with an integrated CRM and a project tracking tool specifically designed for M&A deal flow.

Within the projecting tracking piece you can create/send email campaigns, generate up-to-date reports and journal all conversations amongst the deal participants. Dashboard views make it easy to oversee all deal activity.

The corporate finance research database tracks private equity firms, M&A investment banks, institutional real estate firms, valuation firms, senior lenders, hedge funds, public companies, small business investment companies and mezzanine firms.