Managing a large pipeline of potential deals can be a daunting task. Deal teams often struggle to prioritize targets effectively and stay focused on the highest value opportunities. However, by leveraging first- and third-party data with Midaxo Deal Scoring, dealmakers can more efficiently focus their pipeline management, prioritize targets based on their deal thesis, and … Read more
Introduction: M&A deal sourcing is one of the most obvious and intriguing application areas that can be improved with AI tools such as ChatGPT. Corporate development teams can miss good opportunities if they don’t notice important developments in real time, and there is only so much target searching, monitoring, and analysis that can feasibly be … Read more
Properly leveraging M&A software is one of the foundational elements of building internal M&A capabilities and extracting deal value, but with so many offerings on the market, the process of selecting the best one has become cumbersome. Unfortunately, the price of choosing the wrong deal management software is quite high. According to Bain & Company, current key trends … Read more
In a recent blog post, we covered current trends and best practices for target scoring (a.k.a. deal scoring) — the process that provides programmatic serial acquirers with a methodical way to manage their pipeline of opportunities and rate potential targets against custom criteria. Corporate development teams need to constantly organize opportunities, sorting by deal hypothesis and using … Read more
Clayton Stanley, Executive VP of Corporate Development for AmeriVet Partners Management, Inc., has successfully led his team to its highest number of transactions in a year. In fact, AmeriVet is on track to close over 60 transactions this calendar year. Stanley notes leveraging a roll-up strategy and working towards multiple transactions a year is a play most … Read more
Introduction: “Saying ‘I don’t have time for CRM,’ is like saying, ‘I don’t have time to look at my GPS app because I am too busy trying to figure out the best way to get from here to there.” — Marketing Consultant Bobby Darnell This clever simile illustrates the power behind customer relationship management (CRM) … Read more
Deal sourcing is fundamental to M&A activity and represents the first stage of any transaction. Put simply, it involves creating leads and managing relationships with intermediaries so as to bring about a deal. Approaches to deal sourcing vary between firms. Some companies engage investment banks or other advisors dedicated to deal sourcing, while others utilize … Read more