Midaxo Guides

Harnessing AI for M&A Success

Unlock the Future of M&A with AI. Artificial Intelligence is transforming how M&A teams source, screen, close, and deliver deal synergies. By leveraging AI, organizations can accelerate timelines, improve decision-making, and enhance reliability across every phase of the deal lifecycle. But adopting AI for M&A comes with unique challenges: The safest and fastest way to … Read more

The Ultimate Guide to Smart M&A

Help your organization run a modern M&A process, from deal pipeline management through due diligence to post-merger integration. Smart companies constantly review and adjust their portfolio of businesses to thrive in today’s fast-moving world. Driving active, efficient and transparent corporate development, particularly M&A, has become a core institutional competency. Yet many acquirers are still running … Read more

The Definitive Guide to Building a Winning M&A Pipeline

Best Practices for Maximizing Deal Success from an M&A Pipeline This ​​best practice guide offers valuable insights for businesses seeking to enhance their M&A deal sourcing process. A successful target pipeline requires a systematic and repeatable approach that enables potential acquisition targets to be evaluated relative to an organization’s overall acquisition strategy. A systematic, technology-enabled … Read more

Guide to M&A Deal Flow and 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 … Read more

M&A Guide to Post-Merger Integration

Deliver Promised Synergies Faster With Less Risk

Download our Post-Merger Integration Guide to find best practices for:

• Closing and Day One: Communications, Operative Structure, Systems & Controls, Business Plans/Budgets, etc.
• Post Merger Integration: The Process, Visioning, Success Factors, Working Methods & Tools, Reporting, etc.
• Example Integration Checklists for different functional streams (Finance & Control, HR & Personnel, Legal, etc.)

A Modern Guide to Selecting the Best Deal Flow Management Software for Your Company

Is your current M&A program really a loose affiliation of multiple teams with limited collaboration using different software tools across deal flow sourcing and deal flow management, due diligence and post-deal integration? The most successful M&A programs take a holistic, end-to-end approach that emphasizes speed, collaboration, visibility and value tracking. They create a deal flow pipeline of high-quality targets that close quickly … Read more

M&A Guide to Due Diligence

Get best practices from the top M&A teams in the world. A successful due diligence process should enable an acquirer to answer questions from 3 key areas: Commercial & Strategic Rationale, Risk Reduction, and Deal Execution Technicalities. This best practice guide includes:

M&A Guide to Corporate Venturing

Amplify Venture Target Evaluation and Closing When successful, corporate venturing means incorporation of the freshest technology, models and experience into a setting that may not be otherwise suited to incubate, innovate and pivot as markets demand. The Guide to Corporate Venturing includes:

Synergies in M&A: A Framework for Value Creation

Value creation is the key driver of M&A for most companies yet over 50% of deals fail to deliver on the promise of value. Refocusing your efforts to understanding value creation levers, estimating value creation potential, formulating a strategy and being aware of critical success factors can set your next acquisition up for success. In … Read more

Best Practice Guide Dashboards & Reports for M&A and Corporate Development

With Midaxo’s collaborative end-to-end platform for M&A, you can have all of this information in one place – every target, task, communication, document, status, notes – and automated reporting To provide you with a more valuable starting point, we worked with M&A experts to put together a collection of best practice dashboards and reports. This … Read more

Delivering Value: General Real Estate Rationalization

Real Estate Rationalization (RER) is a process to simplify a company’s real estate footprint and match it to strategic and operational demands. The outcomes of a dedicated rationalization program can be significant and include operating and administrative cost savings, the freeing up of capital to redeploy to other initiatives, the optimization of space, and ultimately, … Read more

The New Focus on Strategic Legal Processes: A Guide for General Counsel and Legal Ops Professionals

World-class legal departments add significant value to strategic corporate processes such as M&A, divestments, legal entity rationalization, IP licensing and real estate. Legal departments are undergoing a transformation where most of the routine legal contracts are moved to be done by the business, using self-service tools and templates, and the legal departments focus on strategic … Read more

IT Post-Merger Integration

Successfully Realize Deal Value The Guide to IT Post-Merger Integration includes coverage of 14 key areas including: how to approach IT integration, people, locations, contracts, IT estate (hardware & software), culture & ways of working, security, service, and portfolio management. An overview of IT strategy including sourcing, off-shoring operations and how to approach the capturing … Read more

Legal Entity Rationalization

For M&A, Divestment and Operations Professionals Proactive legal entity rationalization should be part of all M&A integration and divestment projects. Having redundant legal entities or a legal structure that is not aligned with the business causes unnecessary administrative costs, makes the governance of the business more complex and can have tax disadvantages. Legal entity rationalization … Read more