M&A STRATEGY
ORGANIZE
Turn vision into a structured roadmap for growth
Use one connected system to build your operating model around your thesis, so your team is aligned, efficient, and always ready to move.
Thesis-first discipline
Configurable Workspaces and governance controls help standardize your operating model for all involved.
Cross-team visibility
One platform to unite leadership, corp dev, and functional teams.
Scalable foundation
A base of best practice playbooks encourages repeatability, eliminates chaos, and accelerates decision-making
Selected features
CRM for advisor network
Track intros, mandates, and interactions in a system that preserves institutional knowledge.
Executive reporting
Real-time visibility into your pipeline and strategic priorities with automated dashboards—no spreadsheets required.
Operating model oversight
Standardized Workspaces, business controls, and governance structures bring clarity, accountability, and repeatability.
Best practice playbooks
Run strategy work through proven, repeatable workflows for consistent preparation and alignment.
Strengthen your market intelligence
Don’t guess where your next deal should come from—know.
Midaxo’s embedded data intelligence surfaces opportunities earlier and keeps your team ahead of the curve.
Integrated data access
Enrich your market view without switching tools.
Smarter sourcing decisions
Auto-updates ensure real-time data informs your strategic choices.
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AI-driven insights
Flag trends, whitespace, and ideal targets with less busywork.
Dashboards
Track pipeline health, strategic alignment, etc.
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Replace manual spreadsheet tracking with smarter work.
Portfolio-level visibility
Ensure nothing slips by with AI-driven alerts and follow-ups.
Safe by design
Your workspace in Midaxo is always compliant, private, and under your control.
From chaotic checklists to structured execution
Common pain points
Siloed teams, fractured processes
Inconsistent relationship tracking
Outdated market intelligence
Playbooks hard to implement
No standardized M&A operating model
Slow, manual reporting
The Midaxo way
Structured workflows for collaboration
EmbeddedCRM
AI-driven and 3rd-party data intelligence
Playbooks embedded into daily work
Standardized Workspaces and governance
Automated dashboards, real-time reporting
Case Studies
Highlighted story
CareAbout Health
“Midaxo has become our central system for identifying and managing new acquisitions. It keeps the team focused on what really drives value.”
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Marc Charlot
Business Analyst
Frequently asked questions
What is Midaxo?
Midaxo is the M&A Intelligence Platform, purpose-built software that connects sourcing, diligence, integration, and value tracking in one secure system.
Is Midaxo a CRM for M&A?
Midaxo provides a purpose-built M&A CRM within the platform, designed specifically for deal sourcing and pipeline management. It centralizes targets, relationships, outreach, and deal history, giving teams a single source of truth from first look to close.
How does Midaxo integrate data from different sources?
How does Midaxo support M&A best practices?
Midaxo enables teams to standardize how M&A gets done. Playbooks, workflows, and templates can be embedded directly into the platform to help teams execute consistently, reduce risk, and onboard new team members faster.