M&A Software for Consulting Firms

Manage and modernize your engagements

M&A Consulting Firms Use the Midaxo Software Platform

M&A Advisory

  • Buy-Side Activity: Origination, Due Diligence, and Post-Merger Integration
  • Sell-Side Activity: Separations and Carve-Outs
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Transformation Projects

  • Manage operational, financial or digital transformation projects in one secure portal
  • Use Synergy & KPI Tracking to establish a clear framework for value creation and reporting dashboards that measure progress along the way
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Transaction Management

  • Virtual data room capabilities for sharing, reviewing and tracking every detail related to your project
  • Purpose-built technology that supports restructuring, capital raising, regulatory reporting and other similar projects
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Private Equity

  • Target pipeline, due diligence, deal execution and portfolio management
  • Use KPI Tracking that establishes a clear framework for value creation combined with reporting dashboards that measure progress along the way

Client Portal

  • Centralize all work across the engagement
  • Assure secure document sharing
  • Communicate and collaborate in real-time
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Workplan Management

  • Store playbooks and execute task lists from templates
  • Set individual access for team members
  • Move deals forward with confidence

Synergy Capture

  • Plan and prioritize value creation initiatives
  • Track synergies and KPIs
  • Provide visibility into plan and deal progress
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Automated Reporting

  • Establish a single source of truth
  • Implement real-time portfolio oversight
  • Save time and ensure consistency

How Midaxo Benefits M&A Consulting and Advisory Firms

Efficient Service Delivery

Move quickly and confidently knowing that all aspects of the engagement – communication, templates, workstreams, documents, analytics – are together in one place. Our software platform reduces repetitive admin work and allows teams to focus on the deal, not the process.

Differentiate Your Offerings

Give your clients an innovative approach to project management with an M&A platform. Midaxo empowers remote work, equipping everyone with the ability to check in on their laptop. Project managers can customize levels of access so team members only see what’s intended for their eyes.

More Client Value

Demonstrate value quickly and clearly with visual, real-time reporting within the Midaxo software platform. We offer core dashboards and reports. Our KPI Tracking functionality provides a new way to plan, execute and track value creation for M&A and corporate development initiatives.

We Work with Firms of All Sizes – From Boutiques to the Big 4

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Midaxo is Trusted by 300+ Customers and Big 4 Consulting Firms


Customer Transaction Volume


Midaxo Customers Backed by Private Equity


Global Offices Supporting Teams

Dedicated Support Throughout the Onboarding Process and Relationship

Fast Team Ramp Up Means You Hit the Ground Running With Minimal Delays

40+ Midaxo Experts to Support Platform Launch, Change Management, and User Training

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New Customer Platform Training

Get customized training targeted to team roles and M&A priorities. Midaxo training is available digitally or onsite, whichever works best for you.

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Configuration Expertise

Benefit from personalized support tailored to employee and team M&A experience, primary responsibilities, and relevant best practices.

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Midaxo Guidance & Support

Receive dedicated assistance and 24-hour global support. Take advantage of our Knowledge Base, which features how-to videos, step-by-step directions, and additional training materials.

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