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PEI Services combines an in-depth corporate finance Research Database with a custom-built CRM and an M&A-specific Project Tracking tool. 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. Deal team collaboration starts at $1,320/user/year.

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A comprehensive database of M&A-related contacts including private equity firms, investment banks, mezzanine investors, small business investment companies (SBICs), valuation firms, public companies, hedge funds, senior lenders and institutional real estate investors. Private Equity Info is the ideal resource to find targeted investors. Subscriptions start at $85/month.

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A compilation of SEC registered investment advisors and their relevant information from FORM ADV. View over 29,000 investment advisor firms sorted by name, by state and by assets under management. Data downloads available on a pay-per-record basis.

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A compilation of SEC registered broker dealers and their relevant information from FORM ADV. View over 1,200 firms sorted by name, by state and by assets under management. Data downloads available on a pay-per-record basis.

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