Navatar's CRM platform

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CBHH's Charles Cameron on Financing The Next Generation of Critical Infrastructure - On Navatar's A-Game Podcast: Sector Focus, Growth Infra, Cross-Border M&A Execution and CRM Value
GlobeNewswire News Room· 2025-07-01 05:30
Core Insights - CBHH focuses on sourcing and executing infrastructure financing and M&A opportunities across the UK and continental Europe, particularly in next-generation infrastructure businesses [1][2] - The firm operates in the "core+ or value-add infrastructure" space, which includes sectors like data centers, EV charging, energy generation, and smart city technologies [1][2] Core+ Infrastructure - CBHH targets "next-generation infrastructure" assets that are too small for large-cap investors but too capital-intensive for early-stage funds, emphasizing their importance in driving mission-critical infrastructure [2] Operational Insights - Companies in this sector are described as capital-hungry and operationally intense, but understanding unit economics allows for effective growth underwriting [3] Market Dynamics - The merger with Herbst Hilgenfeldt Partners enhances CBHH's coverage in two active European infrastructure markets, aligning with public priorities of decarbonization and digital infrastructure [4] Advisory Approach - CBHH maintains strong relationships with clients, advising them from early institutional rounds to large-scale exits, and has co-invested in past clients, blending traditional banking principles with modern M&A execution [5][6] Competitive Positioning - Despite being a boutique firm, CBHH competes effectively with global investment banks due to the senior team's banking heritage, deep sector knowledge, and agility in complex transactions [6] Institutional Knowledge - CBHH utilizes Navatar's CRM platform to enhance firmwide institutional knowledge, allowing for better relationship management and deal execution [7][8][9] Team Background - The firm is composed of former bankers from major institutions like Goldman Sachs and UBS, bringing a distinct discipline and empathy to client relationships [10][11]
Navatar Adds Automated LinkedIn Data Enrichment to Its Salesforce CRM Powered Intelligence Engine for Private Equity
GlobeNewswire News Room· 2025-06-13 10:30
Core Insights - Navatar has launched a new LinkedIn integration that automates data enrichment within its Salesforce-based CRM platform, allowing deal teams to discover new contacts, track executive movements, and access relevant news seamlessly [1][2][9] - The integration aims to enhance dealmakers' efficiency by providing high-impact intelligence automatically, enabling them to focus on execution rather than data entry [2][9] - Navatar's platform addresses common CRM issues faced by firms, such as manual workflows and fragmented intelligence, by capturing insights from various sources including emails, calendars, and LinkedIn [4][5][9] Company Overview - Navatar is a CRM platform specifically designed for alternative assets and investment banking, providing a low-touch, high-impact intelligence engine tailored for investment workflows in private markets [10] - The platform is built to unify firmwide relationships and streamline complex deal processes without requiring extensive manual input or changes in behavior from investment professionals [10][11] - Navatar has over two decades of CRM expertise and is utilized by hundreds of global private markets firms to enhance institutional knowledge and improve execution speed [10] Product Features - The new LinkedIn integration allows for automatic capture and categorization of notes and emails, revealing hidden connections between sponsors, buyers, companies, and intermediaries [11] - The platform enables firms to track and connect interactions at every stage, facilitating seamless collaboration through dynamic and flexible workspaces [11] - Navatar's approach simplifies the CRM experience by eliminating unnecessary complexity, allowing dealmakers to work in a way that reflects their actual processes [9][10]