Midaxo for M&A Advisors & Consulting Firms
”It streamlines collaboration between our team, sellers, and external partners—legal, insurance, finance—you name it.”
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Mike McLeod
Founder & CEO, RapidFire Safety and Security
How advisory & consulting teams use Midaxo
From strategy to results, here’s how Midaxo supports company leaders running complex M&A.
Accelerate diligence
Run consistent, structured diligence with clear ownership, dependencies, and visibility across all workstreams.
Standardize delivery
Apply repeatable playbooks and workflows across engagements to reduce setup time and improve quality.
Collaborate securely
Work with clients and specialists in a controlled environment with permissions, audit trails, and accountability.
Demonstrate impact
Link execution to deal assumptions, value drivers, and integration KPIs with leadership-ready dashboards.
Structured execution across the M&A lifecycle
Advisory teams support multiple clients, workstreams, and stakeholders. Midaxo provides a consistent way to manage execution from start to finish.
Common challenges
Reliance on spreadsheets and disconnected tools
Fragmented deal information
Inconsistent execution across engagements
Heavy coordination with clients and specialists
Limited visibility into status and risks
The Midaxo way
One platform replacing spreadsheets and tools
Structured execution across the M&A lifecycle
Consistent playbooks across engagements
Secure collaboration with clear permissions
Real-time visibility into status and outcomes
What advisory and consulting firms achieve with Midaxo
Stronger, more consistent delivery
Apply repeatable processes to improve speed, quality, and consistency across client engagements.
Faster execution across engagements
Reduce manual coordination and focus teams on analysis, judgment, and recommendations.
Clearer collaboration with clients
Work in a shared, structured environment with clear ownership and accountability.
Measurable value for every client
Show progress, risk, and outcomes through structured dashboards and value tracking.
Case Studies
Highlighted story
RapidFire Safety and Security
“Midaxo is our M&A Command center. It eliminates the endless ‘Where’s the latest file?’ or ‘Who has that email?’ It streamlines collaboration between our team, sellers, and external partners—legal, insurance, finance—you name it.”
Alex Whitley
Founder & CEO
Frequently asked questions
Can Midaxo support multiple client engagements at the same time?
Yes. Midaxo lets advisory firms manage multiple client engagements in parallel. Each engagement runs in a dedicated workspace with its own data, workflows, dashboards, and access controls, ensuring clear separation while maintaining consistent execution.
Can we give clients and external specialists controlled access?
Yes. You can securely share access with clients, legal advisors, and other specialists using granular, role based permissions. This ensures each participant only sees what is relevant, with full visibility into access and activity.
How does Midaxo help standardize advisory delivery?
Midaxo enables advisory teams to apply repeatable playbooks, workflows, and templates across engagements. This reduces setup time, improves consistency, and helps ensure best practices are followed throughout the M&A lifecycle.