When Christian Fulmino stepped in as Head of Corporate Development and M&A at Fiduciary Services Group (FSG)—a forward-thinking retirement services firm—he was tasked with a bold mission: to supercharge the company’s inorganic growth. Before his arrival, FSG’s completed just one or two deals annually, typically those introduced by investment bankers. Christian aimed to transform this approach by positioning FSG as a programmatic acquirer, proactively executing 4-6 deals annually.
Challenge: Scale FSG’s inorganic growth by evolving its M&A strategy from opportunistic to programmatic.
Solution: Implement Midaxo’s purpose-built M&A platform to provide improved organization and structure, increased repeatability and greater process visibility.
Results: A faster, higher-quality, more scalable due diligence process that enables FSG’s programmatic M&A vision.
To facilitate this shift, Christian turned to a platform he trusted from prior success— Midaxo—an end-to-end M&A management solution. By replacing FSG’s legacy process of emailing documents and juggling spreadsheets between deal participants, Christian introduced a secure, centralized hub for all M&A-related data, documents and workflows.
Focusing on a scalable, high-quality due diligence process
Christian has initially concentrated Midaxo’s implementation on one critical area: due diligence. His vision is to build a faster, more consistent, and scalable diligence process —key to supporting FSG’s increased deal volume. To do this, he is leveraging Midaxo’s robust capabilities to:
- Improve the organization and structure of the diligence process
- Boost the repeatability of diligence activity, and
- Increase visibility via powerful analytics and reporting.
Improved organization and structure
Midaxo offers a best-practice framework and customizable playbooks that elevate how FSG organizes its diligence work. Christian is leveraging the seamless linkage between diligence requests, responses, and supporting documents. This structure eliminates the confusion of version control and scattered email threads, allowing the team to focus on decision-making instead of document management.
Increased repeatability
Christian estimates that 90% of the diligence activities his team undertakes are consistent from deal to deal. This consistency allows him to leverage Midaxo’s programmatic capabilities. The team can easily reuse processes and templates within the platform, dramatically reducing the time required to set up each deal room. This standardization improves efficiency, minimizes errors, and enhances overall diligence quality.
Greater visibility and insights
Midaxo’s analytics and reporting tools give FSG’s M&A team real-time visibility into task status and accountability. This transparency enables quicker issue resolution and better team coordination. Christian also uses Midaxo to benchmark project timelines and resource needs, identifying training gaps and process improvements to continually refine and elevate diligence operations.
The bottom line: a competitive edge through scalable diligence
By combining improved structure, process repeatability, and enhanced visibility, Christian and his team are building a faster, higher-quality, and more scalable due diligence function. This transformation is a cornerstone of FSG’s evolution from opportunistic deal-making to a disciplined, programmatic M&A engine.
As Christian puts it:
Contact us to learn more about Midaxo“If you’re only doing one or two deals a year, spreadsheets and email might be good enough. But if you’re looking to do multiple deals per year and build a repeatable, continuously improving M&A process—a solution like Midaxo delivers real value.”
