Most CFOs have faced that familiar post-acquisition question: “Are we seeing the return we expected from this deal?” It’s a fair question — and a revealing one. While M&A remains one of the fastest paths to growth, too many deals still underperform against their thesis. To change that, finance leaders are bringing greater discipline, data, … Read more
Key takeaways from the “always ready to sell” webinar: insights from industry experts on proactive business preparation. November’s webinar brought together leading voices to discuss the importance of proactive readiness for business transitions. Rich Tobin (Midaxo), Ken Wiesenfeld (Wise Financial Consulting), and John Mackey (The Mackey Group) came together for a live Q&A. Their combined … Read more
How an M&A Intelligence Platform enables lean M&A teams to deliver large results In today’s competitive deal environment, lean M&A teams are often under the most pressure to deliver — and to deliver fast. They face a Catch-22: while their organizations rely on acquisitions to hit aggressive growth targets, they often lack the resources, systems, and … Read more
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
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