CareAbout Health

CareAbout replaced fragmented tools with Midaxo to speed up M&A execution

When CareAbout set out to improve its M&A process, they knew spreadsheets and disconnected tools wouldn’t cut it.

1 About the company

Inorganic growth has been central to CareAbout Health’s rapid expansion, helping the company deliver tailored, value-based healthcare to more than one million patients. To support this strategy, CareAbout Health regularly executes complex M&A transactions involving multiple stakeholders and highly sensitive, HIPAA-protected data.

As deal volume and complexity increased, however, existing tools couldn’t keep pace. Spreadsheets, email, and disconnected systems made it difficult to collaborate efficiently or ensure secure access to critical information.

To bring clarity, control, and security to its M&A process, CareAbout Health turned to Midaxo’s end-to-end M&A platform.

2 The challenge

Complexity, fragmentation, and security risk

CareAbout Health’s rapid M&A growth introduced new challenges:

  • Deal information scattered across spreadsheets, email threads, and disconnected tools
  • Time lost tracking down the latest documents and updates
  • Increasing risk around sharing and securing HIPAA-sensitive data
  • Slower deal execution as coordination became more complex

Without a centralized system, managing transactions efficiently—and securely—became increasingly difficult.

“Finding the right information in a chain of emails—across various documents—and sharing it securely was a challenge."

Marc Charlot

Business Analyst at CareAbout Health

3 The solution

A centralized, secure M&A platform.

By implementing Midaxo, CareAbout Health centralized its entire M&A workflow in a single, secure platform. The team now uses Midaxo to manage pipeline activity, due diligence, and post-merger integration—ensuring information is accessible, organized, and protected.

With Midaxo, deal teams can input, organize, and access all deal-related information in one place—eliminating the need to search through email chains or juggle disconnected systems.

Seamless collaboration with built-in security

In healthcare, protecting sensitive data is non-negotiable. Midaxo’s security and compliance features play a critical role in CareAbout Health’s M&A operations.

Midaxo Cloud ensures that only authorized users can access sensitive information, while detailed audit trails provide transparency and peace of mind. Now, securely communicating the right information to the right people at the right time is easier—and fully auditable.

4 The impact

A single source of truth for M&A execution

Before Midaxo, email was the primary tool for deal communication. Finding the right information and sharing it securely was time-consuming and inefficient.

Midaxo transformed how CareAbout Health works by providing a centralized repository for all deal data. The platform’s intuitive interface and collaboration tools support every phase of the deal lifecycle, creating a clear, auditable source of truth.

This visibility allows teams to move faster while staying aligned, informed, and compliant.

Faster, more confident deal execution

CareAbout Health has replaced fragmented communication with clarity and control. The platform enables faster, more efficient deal processes while maintaining the security standards required in healthcare M&A.

“Midaxo keeps everyone organized,” says Charlot. “And it speeds up the deal process because everyone knows exactly where to find the data and documents they need, and what they need to do with it.”

“Midaxo keeps everyone organized and speeds up the deal process. Everyone knows exactly where to find the data and documents they need, and what they need to do with it.”

Marc Charlot

Business Analyst at CareAbout Health

Explore other customer stories

Allstar Services

Allstar’s M&A team saves time & closes more deals with Midaxo.

RapidFire Safety & Security

How RapidFire uses agile M&A to revolutionize safety

CareAbout Health

When CareAbout set out to improve its M&A process, they knew spreadsheets and disconnected tools wouldn’t cut it.

WellMed

WellMed uses Midaxo to oversee regulatory processes, licensure, and the integration of new clinics.

Get connected and scale your work

Empower your M&A team to deliver faster, smarter, more repeatable success with Midaxo.

Easiest to do business with

2024

Leader

2025

Users Love Us

2024