Manage easily all your M&A transactions, including M&A sell side, M&A buy side, Corporate Restructuring, Private equity advisory, Joint venture and Takeovers

Please contact us for more information on our M&A deal management tool. Below are some examples of features.

Faster deal access and navigation

  • Centralize all M&A transactions into a single web solution, and categorize through stages such as Potential, Active, Closed, Dormant mandates
  • Choose pre-defined or user-customized deal dashboards
  • Customize deal workflows based on the transaction type such as Merger & Acquisition, Spinoff, Takeover
  • Automate sourcing of potential mandates into a single platform via user-defined criteria
  • (E.g.: sector, size, and location), aggregating third party deal databases
  • Prioritize deals with focus on the most significant mandates, including the ability to tag and highlight deals

Enhanced data access at the deal level

  • One-click access to all deal data, consolidated into a single web solution:
    • General information about the acquisition opportunity, including deal progress tracking
    • Target company information (E.g.: Legal, Strategy, and Financials)
    • View the list and status of all the due diligence tasks to complete
    • Access to meetings, e-mails and attachments related to a particular deal
      (through seamless Microsoft Outlook synchronization);
    • Attach deal documents (E.g.: Investment memorandum, due diligence pack)
  • View list of the external advisors carrying out financial, legal and strategic due diligence
  • Monitor your weekly deal committees with automatic reminders to the attendees and seamless integration with Microsoft Outlook calendar
  • Use a fully customizable virtual data room, for every deal
  • Enhanced search options

    • Perform advanced searches to find easily deals based on deal notes, keywords, tags, and documents;
    • One-click export and sorting of deal data into Microsoft Excel (e.g. stage, size range, sector, and date)