CDI Global
One source of truth for every deal: CDI Global & Fintalo.
- Who
- CDI Global Germany, part of a global M&A advisory network, runs a steady flow of sub-$100M mandates across multiple partners.
- Problem
- Deal activity was spread across individual partners' inboxes and spreadsheets — no single view of where any given mandate stood.
- Outcome
- Fintalo became the internal infrastructure CDI Global Germany runs on: one source of truth for every deal, from first contact to close.
“As we build CDI Global Germany, we want our internal infrastructure to reflect how modern M&A advisory should work: relationship-driven, process-oriented and tech-enabled. Fintalo helps us create a single source of truth for our deal activities and supports us in running mandates more efficiently and transparently. We also value the constructive cooperation with the Fintalo team, working together in a way that helps both sides grow intelligently.”
