Midaxo

AUGUST 5, 2025

Execution is your competitive edge. Hone it with the right process and platform. In Private Equity-backed growth, the pressure to move fast—and execute flawlessly—is relentless. But as PwC notes , the most successful PE operating partners aren’t just pushing for performance—they’re collaborating with portfolio companies to unlock value together. That means equipping portfolio companies with a repeatable, tech-enabled M&A process —one tailored to your sector and scalable across platforms.

M&A

Midaxo

JUNE 9, 2025

When Christian Fulmino stepped in as Head of Corporate Development and M&A at Fiduciary Services Group (FSG)—a forward-thinking retirement services firm—he was tasked with a bold mission: to supercharge the company’s inorganic growth. Before his arrival, FSG’s completed just one or two deals annually, typically those introduced by investment bankers.

M&A

Midaxo

JULY 31, 2025

Leap Partners is scaling fast. The Southeast’s premier home services company, Leap Partners is closing an average of one acquisition per month. Driving that growth is a sharp focus on employee-first culture, a repeatable process led by VP of Business Development, Justin Deese—and Midaxo’s end-to-end M&A platform. Challenge: Build a scalable, trust-based M&A process to support rapid, high-quality growth Solution: Midaxo’s purpose-built M&A platform with secure email integration, centr

M&A

Midaxo

JULY 22, 2025

RapidFire Safety & Security doesn’t just protect communities—they are revolutionizing how protection is delivered. With a bold mission to offer cutting-edge fire, life safety, and security solutions at unmatched speed and reliability, the company is executing an aggressive M&A strategy and building a large regional trusted brand. Each strategic acquisition of high-performing local providers expands RapidFire’s reach, strengthens its expertise, and enhances its ability to respond with lig

M&A

Midaxo

JUNE 11, 2025

A legacy of integrity, a future built on values Thoughtful leadership. Sustainability at the core. Exceptional products. Unshakable integrity. A true sense of family. These aren’t just words at Columbia Forest Products —they’re the foundation of how the company operates, innovates, and grows. As the largest manufacturer of hardwood veneer and hardwood plywood in North America, Columbia’s values don’t just define their culture—they guide every decision, including how they acquire and integrate ne

M&A

Midaxo

DECEMBER 6, 2024

You can have all the numbers crunched any way you want, and they can add up to these great numbers, but if the people dont come in and operate in the way that is needed for success were in trouble – Dawn White According to Dawn White , M&A change management guru at Corning, change management is at a pivotal turning point in the world of M&A.

M&A

Midaxo

DECEMBER 13, 2024

Intro: In the dynamic world of mergers and acquisitions (M&A), deals are built on more than just numbers and strategiestheyre built on relationships. Effective M&A relationship management is at the heart of identifying opportunities, fostering trust, and ensuring smooth integrations post-acquisition. But what does that look like in practice?

M&A

Midaxo

APRIL 23, 2024

Building a successful M&A pipeline is challenging. How do the best in the business do it? We asked them. During our recent webinar, “ 4 Steps to Build a Winning M&A Pipeline ,” we discussed the four characteristics that stood out. Implement a Clear Corporate Development Strategy Aligned with Company Goals: The best Corporate Development (Corp Dev) leaders start with a clear understanding of their company’s business strategy from which they derive a clear, actionable inorganic strategy.

M&A

Midaxo

DECEMBER 20, 2023

In the ever-evolving landscape of mergers and acquisitions (M&A), the key to success lies not just in strategic decision making but in the execution of those strategies. Programmatic M&A, combined with the transformative capabilities of cloud technologies, has emerged as a powerful tandem that can drive seamless, efficient, and successful deals.

M&A

Midaxo

DECEMBER 11, 2023

Inorganic growth through M&A and corporate development has become an integral strategy for companies seeking innovation and competitive advantage. However, the journey to successful inorganic growth is often riddled with challenges, uncertainties, and complex decision-making processes. To successfully navigate this intricate landscape, teams must embrace the concept of living playbooks — dynamic, adaptable frameworks saved within your online work management platform — that can be applied to

M&A

Midaxo

NOVEMBER 21, 2023

Virtual data rooms (VDRs) are an invaluable tool for companies, investors and other entities to securely store and share the vast amounts of documentation involved in mergers and acquisitions corporate development. Typically used during the due diligence stage of a deal, VDRs offer many advantages, including enabling multiple people to access data simultaneously and securely; virtually eliminating the risk of documents being lost or accidentally destroyed; and disabling copying, printing and for

Corporation

Midaxo

NOVEMBER 16, 2023

In the ever-evolving landscape of M&A and corporate development, staying ahead of the curve is essential for sustained growth and success. The traditional methods of handling corporate development — with documents scattered in multiple locations, reporting challenges, low-risk visibility and inconsistent approaches — are no longer sufficient if a company wishes to remain competitive.

Corporation

Midaxo

OCTOBER 19, 2023

As we entered the last quarter of 2023, corporate development leaders, in-house counsels and private equity investors discussed a wide range of trends and issues impacting M&A at the Transaction Advisors Institute’s most recent conference. Among the topics discussed were shifting M&A strategies, artificial intelligence, antitrust dynamics, assessing and advancing M&A targets, and divestiture.

M&A

Midaxo

OCTOBER 12, 2023

During a live Q&A in September — 7 Tips and Tricks for Successful Technology Due Diligence and Integrations — Mart Lumeste, Co-Founder of Intium Tech covered the challenges and best practices for creating technology integration playbooks, managing technical teams post-acquisition, and integrating technologies post-merger. In this follow-up blog post, we’ll outline key takeaways and provide additional insights from questions cut for time to help you master these critical processes.

Debt

Midaxo

SEPTEMBER 28, 2023

M&A transactions can be incredibly rewarding, but they also come with significant risks. One of the most critical phases in ensuring a successful deal is due diligence. M&A due diligence is the process that allows you to dig deep into a target company’s details and evaluate whether the acquisition aligns with your strategic goals. In this blog post, we’ll explore four keys to running a successful M&A due diligence and offer some insights for navigating this complex terrai

M&A

Midaxo

SEPTEMBER 14, 2023

In today’s business environment, where new cyberthreats are constantly emerging, security is currency. That is especially true for organizations working in corporate development and M&A, where preventing unauthorized user access and protecting the confidentiality of data is paramount. Studies confirm that cloud-based M&A platforms are more secure and better able to respond to security challenges than generic, standalone tools.

M&A

Midaxo

SEPTEMBER 1, 2023

Informed decision-making is paramount in corporate dealmaking. The success of deals relies heavily on accurate and timely data that guides strategic choices. This is where M&A analytics come into play, serving as a bridge between the vast streams of data and the crucial decisions that drive business growth. In this article, we delve into how M&A analytics help in communicating deal strategies with real-time data, enabling companies to always be prepared and avoid being caught off guard.

M&A

Midaxo

AUGUST 25, 2023

Among the many technological innovations that have shaped the business world, cloud technology stands out as a true game-changer. Cloud computing has revolutionized the way companies operate, collaborate and make strategic decisions, especially in the realm of corporate dealmaking. In this post, we’ll explore the profound impact of cloud technology on corporate dealmaking and how it has reshaped the landscape of mergers, acquisitions, divestitures and beyond. 1.

Corporation

Midaxo

AUGUST 16, 2023

During a live Q&A earlier this summer — Preserving the Spark: Realizing Value When Acquiring Smaller Companies — Galina Wolinetz, MD Integrations & Separations at Virtas Partners covered a broad range of considerations, challenges and watchouts that are unique to acquiring small, founder-led companies. We were unable to answer every question from the engaged audience of M&A professionals during the session.

Acquisitions

Midaxo

AUGUST 10, 2023

Most corporate development and M&A professionals believe that rapidly evolving AI technology should be used with a fair amount of skepticism. However, when applied with thoughtfulness and caution, ChatGPT and similar AI tools could provide valuable support in the Post-Merger Integration (PMI) process. Below are several ways AI tools might assist with various PMI tasks and activities. 1.

Mergers and Acquisitions

Midaxo

AUGUST 8, 2023

Last month, Galina Wolinetz, MD Integrations & Separations at Virtas Partners shared her insights on the acquisition and integration of smaller companies into larger ones using examples from her personal experience. During the live Q&A — Preserving the Spark: Realizing Value When Acquiring Smaller Companies — Galina covered a broad range of considerations, challenges and watchouts that are unique to acquiring small, founder-led companies.

Acquisitions

Midaxo

AUGUST 2, 2023

The most recent Transaction Advisors Institute (TAI) M&A conference was held at the University of Chicago in late June and covered topics ranging from current challenges impacting complex transactions to innovative methods to improve deal performance. Corporate development leaders, in-house M&A counsel and private equity investors from a range of industries and regions shared first-hand experiences, best practices and guidance from their vast M&A experience.

M&A

Midaxo

JULY 21, 2023

1. Execute with confidence Post-merger integration (PMI) is a fundamental stage in realizing the value of an M&A deal. It is a complex process requiring careful planning and swift action while simultaneously maintaining core business activities. A successful post-merger integration typically requires changes in a company’s business operations, people, processes, culture and structure.

M&A

Midaxo

JULY 19, 2023

Tracking the progress of your deals to your initiatives and KPIs increases the likelihood that they achieve their projected value. M&A transactions involve complex processes, multiple stakeholders and a significant amount of data. To navigate these challenges and maximize deal success, professionals are leveraging innovative digital technologies.

M&A

Midaxo

JUNE 20, 2023

Introduction 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 make informed decisions.

M&A

Midaxo

JUNE 13, 2023

Introduction Corporate dealmaking often requires the isolation of corporate development teams and their deal flows for compliance, confidentiality, and other business reasons. Ensuring security and confidentiality is crucial because a single careless click of a mouse could jeopardize a deal, cause regulatory chaos, or damage a company’s reputation.

Shares

Midaxo

JUNE 7, 2023

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 done manually.

M&A

Midaxo

NOVEMBER 9, 2022

Introduction: Streamlining and assessing your pipeline management is non-negotiable if you are a serial acquirer or serious about leveraging M&A for growth or value creation. The data you can capture from your pipeline is critical to extracting value from the deal. In addition, it provides an opportunity for the M&A team to learn and continue to hone its processes.

M&A

Midaxo

DECEMBER 1, 2022

Introduction: Playbooks, virtual data rooms, and project management platforms all address the never ending quest to ease the overwhelming and disjointed nature of due diligence. Undoubtedly, advancements in technology have allowed for the largest improvements. More specifically, platforms designed for M&A deal management eliminate siloed teams and disjointed communications that have long plagued deal flow.

M&A

Midaxo

JANUARY 25, 2023

Intro: The focus on outcomes in M&A and corporate dealmaking highlights the importance of a robust deal thesis, also known as an investment thesis. As the saying goes: to maximize potential, “begin with the end in mind.” So, how does one develop an effective deal thesis? There are two common approaches: a deal-specific approach and one that considers a program of multiple acquisitions.

M&A

Midaxo

FEBRUARY 13, 2023

Intro: When it comes to confidential data transfers for M&A and other types of corporate dealmaking, virtual data rooms (VDRs) have become an invaluable tool for corporations, investors and other entities that need to securely share large amounts of information. The two major types of deal rooms have different use cases. Buy-side VDRs and sell-side VDRs each have their own unique features and benefits that make them the optimal choice for different use cases.

Acquisitions

Midaxo

APRIL 13, 2023

Optimizing your M&A pipeline process to source the best targets can be a daunting task, especially if you lack the latest tools and strategies. We’re excited to shed some light on the topic in our upcoming webinar: “How to Build a Winning M&A Pipeline,” featuring Charles Cautley (CPO) and Vilius Audinis, PhD (Head of Product Management).

M&A

Midaxo

APRIL 17, 2023

The introduction of ChatGPT and GPT-4 marks a significant transformation in the way all types of ‘knowledge work’, including M&A and corporate development, will be carried out. As someone who has been thinking about how to develop specialized software for M&A every day for the last 10 years, I have never been more excited about a new addition to the industry.

M&A

Midaxo

APRIL 24, 2023

In March 2023, the Transaction Advisors Institute (TAI) held their annual San Francisco conference for corporate development and M&A. We were excited to partner with TAI as a sponsor this year to share ideas with attendees on how to elevate dealmaking using modern SaaS technologies for managing their M&A processes. The conference boasted a comprehensive program with thought-provoking panelists who shared their expert insights on the latest trends in the M&A landscape.

M&A

Midaxo

APRIL 25, 2023

Introduction This article showcases how ChatGPT can serve as an effective M&A consultant by demonstrating how it can be used to help develop a best practices-based M&A playbook. An M&A playbook is a comprehensive framework that guides an organization’s M&A activities from start to finish. Developing an M&A playbook is typically a challenging and time-consuming task, regardless of whether it is done internally or with consultants.

M&A

Midaxo

MAY 5, 2023

Introduction The landscape of M&A is undergoing significant changes, driven by evolving market dynamics and technological advancements. The traditional approach of large, one-off deals is giving way to smaller, more frequent programmatic ones that involve more flexibility and agility. Similarly, the reliance on advisory-led deals is decreasing, with more companies opting for own-sourced deals that offer greater control and cost-efficiency.

M&A

Midaxo

MAY 31, 2023

Introduction: Acquiring smaller companies has become a widely used strategy for organizations to expand their market presence and increase their competitiveness. While high-profile acquisitions often grab headlines, acquisitions of smaller companies are much more common and, in many cases, more successful. In this post, we will explore some of the challenges and benefits associated with acquiring smaller companies and shed light on why big companies pursue such deals.

Corporation