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 … Read more
As part of our recent webinar, AI in M&A: What’s Working, What’s Next, we polled participants to get a pulse on how deal professionals are currently using AI, and where they see the greatest opportunities ahead. The responses offer a revealing snapshot of an industry in transition: full of interest, but still early in execution. … Read more
At Midaxo we focus every day on helping M&A teams execute more efficiently, collaborate more effectively, and achieve better outcomes. We recognize the need of these teams to cover a lot of ground, collaborate with many people, and meet high demands—often under time pressure. That’s why we’ve built the only truly end-to-end M&A software platform. … Read more
Madi, the intelligent agent inside Midaxo AI, helps deal teams stay aligned and proactive with automatic updates, smarter tracking, and fewer surprises. Now you can spend less time asking “What’s the status?” and more time driving deals forward. Stay on top of your deal, without chasing status updates Let Madi scan your project workspace—documents, tasks, … Read more
Use Madi, the intelligent agent inside Midaxo AI to cut back on significant amounts of manual work and find important information in seconds. Madi will summarize, analyze, and create actionable recommendations from documents of many types, including, PDFs, word docs, and spreadsheets. Move faster—let Midaxo AI do the document digging From CIMs and NDAs to … Read more
The world of corporate development demanding. Every day is a balancing act of meetings, spreadsheets, and strategic decisions, all competing for attention. That’s why we built something to change the game and make your life easier: Midaxo AI. At the heart of Midaxo AI is Madi—your intelligent, always-available teammate. Think of Madi as the Siri … Read more
Your targets are changing every day. Stay up to date by asking Madi with Midaxo AI to access target changes related to financials, news, and competitors from your project documents and leading third-party sources. Then, make the necessary changes to your projects with a single click. Turn raw data into pipeline intelligence Whether you’re sourcing … Read more
The world of M&A is undergoing a major transformation. As technology evolves, so do the tools available to M&A professionals. We’re entering an era of intelligent workflow automation—a shift that will fundamentally reshape how deals are sourced, managed, and executed. The Technology Frontier At the heart of this transformation are three major advancements that are … Read more
When corporate development teams evaluate the cost of a deal, they often focus on what’s clearly measurable—like advisory fees, legal spend, and integration budgets. But beneath the surface of these transactions lies a set of hidden costs that can quietly erode deal value: the cost of inefficiency. From disconnected tools to chaotic handoffs and lost … Read more
Slide on Process Optimization Approaches taken from Charles Cautley’s presentation on M&A Process Excellence.