Guide

Guide to M&A Deal Flow and Pipeline Management

Guide front page - The Definitive Guide to M&A Pipeline Management

Find, Manage and Close More Deals

Over 500 of the best large and mid-sized companies in the world run Midaxo, delivering 5,000+ transactions valued at more than $1 trillion

M&A teams have unique needs when it comes to CRM platforms, needs that traditional CRMs or Spreadsheets can’t meet. Download our Guide to M&A Deal Flow and Pipeline Management to find best practices for creating a systematic, repeatable approach to:

  • Sourcing data from third party licenses you may already have (e.g., Pitchbook, Sourcescrub) directly from inside your M&A platform
  • Leveraging AI for finding targets
  • Using data to score targets based on company business strategy
  • Monitoring and managing relationships with those targets on an ongoing basis
  • Integrations with MS Outlook, Teams and other collaboration tools so emails, documents and threads can be all in one easily accessible, secure place
  • Best practices workflow supporting effective diligence
  • Managing issues and risks to a successful close

Midaxo helps M&A leaders source up to 5x more qualified targets with M&A-specific CRM capabilities like:

  • Data Marketplace, Target Insights & Deal Scoring for smart target sourcing and evaluation
  • Touchpoints for effective relationship management and faster closing 
  • Best Practice dashboards & reports for end-to-end visibility 
  • Advanced Playbooks for risk reduction, implementation efficiency and continual improvement 
  • AI for enhanced deal analysis, intelligence & monitoring, document analysis, reporting & analysis 

Learn more here

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Learn How Midaxo Can Power Your Dealmaking

Contact us for a live demo or simply to discuss how Midaxo can improve the productivity of your team