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 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
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
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 Done wrong—or with outdated tools—it risks delays, missteps, and unrealistic assumptions that can derail a transaction.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
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
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
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