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Always a step ahead: the new playbook for maximizing business value 

How proactive preparation drives both operational excellence and maximum exit value  Most owners and management teams begin preparing for a sale once they receive a Letter of Intent (LOI). By then, you’re already behind. Critical details get rushed, gaps surface under diligence pressure, value is lost, and in the worst case scenario the deal falls … Read more

M&A technology transformation: from paper to SaaS—why the next leap is overdue. 

Series: M&A Software Solutions – Delivering the Value Part 2 of 6: A Brief History of M&A Technology To understand the future of M&A software, we first have to look at the past. In this post, we trace the evolution of applications in M&A—from paper to spreadsheets to SaaS—and explore why, despite so much progress, the … Read more

Guardian Fire Protection: Closing More Deals with Less Stress

Guardian Fire Protection has been growing through acquisitions for nearly two decades. In 2024, the company secured private equity backing from Knox Lane and brought in Nate Atkins as Director of Corporate Development and Greg Pappianou as COO to accelerate deal flow.  Their mission was clear: begin scaling acquisitions with a lean team. “To increase … Read more

How modern M&A teams are accelerating diligence and minimizing risk 

Optimizing due diligence with digital tools and AI  The third episode of our Building Your Digital M&A Engine webinar series took on one of the most complex—and critical—stages of the deal lifecycle: due diligence.  Led by Charles Cautley, Chief Product Officer at Midaxo, and Kendra Mills, Customer Success Manager, this session walked through how leading … Read more

Three pillars of better M&A diligence 

Due diligence is the heartbeat of any M&A deal. Done right, it gives buyers the confidence to move quickly, make the right bid, and build trust with the seller. Done wrong—or with outdated tools—it risks delays, missteps, and unrealistic assumptions that can derail a transaction.  That’s why Episode 3 of our M&A Optimization Series—Optimizing Diligence … Read more

M&A deal origination & screening: poll results reveal the gaps—and opportunities 

During our recent webinar on Digitizing Your M&A Deal Pipeline, we asked attendees to share their perspectives on the challenges they face in deal origination and screening — and the tools they see as most valuable for overcoming them. The responses tell a clear story about where today’s dealmakers are struggling and where they’re placing … Read more

Wise Financial Consulting: bringing M&A intelligence to both buy- and sell-side deals with Midaxo

Ken Wiesenfeld has been in the trenches of M&A long enough to know what drives success—and what derails it. As a CFO leading acquisition-fueled growth strategies and as an advisor preparing companies preparing for sale, he’s seen firsthand how the right approach can make or break a deal. “We bring financial and accounting expertise to … Read more

The technology portfolio companies need to become an M&A powerhouse

powerhouse

Execution is your competitive edge. Hone it with the right process and platform. In Private Equity-backed growth, the pressure to move fast—and execute flawlessly—is relentless. But as PwC notes, the most successful PE operating partners aren’t just pushing for performance—they’re collaborating with portfolio companies to unlock value together. That means equipping portfolio companies with a … Read more

How Leap Partners is staying laser-focused to close more deals and grow faster

laser focus for a scalable M&A process

Leap Partners is scaling fast. The Southeast’s premier home services company, Leap Partners is closing an average of one acquisition per month. Driving that growth is a sharp focus on employee-first culture, a repeatable process led by VP of Business Development, Justin Deese—and Midaxo’s end-to-end M&A platform. Challenge: Build a scalable, trust-based M&A process to … Read more

How top PE firms win by supporting process-driven M&A execution

The technology Private Equity needs to cultivate a portfolio of M&A powerhouses In today’s deal environment, access to capital is not necessarily the main differentiator. Execution has begun to play an even greater role. According to PwC, top-performing operating partners are driving results by collaborating closely with portfolio company management on value creation opportunities. A … Read more