For Alex Whitley, Director of Corporate Development at Allstar Services, driving multiple deals a year is made far easier by using a purpose-built software platform. “You get pretty good at formatting Excel to make a pipeline look presentable…but it’s not exactly user-friendly.” Alex recalls.
By transitioning to Midaxo, Allstar Services unlocked faster processes and a more transparent M&A workflow that allows the team to drive more of the right deals, faster.
Prioritize, Focus, Act: Agile Pipeline Management
Managing the M&A pipeline without a tool like Midaxo meant hours of manual updates, formatting spreadsheets, and chasing version control. Any small change could feel like a heavy lift—and with deals moving fast, Allstar needed a system that could keep up.
Now, Midaxo enables Alex’s team to prioritize opportunities in real time. They can segment deals into buckets—whether they’re under active consideration, on hold, or not a fit—and engage as needed. Being able to quickly re-engage on-hold deals is particularly valuable for Allstar.
“Being able to prioritize deals in real time quickly and easily is awesome,” Alex says. “It helps us stay focused on the right opportunities that align with the company’s overall strategy.”
This kind of agile pipeline management allows Allstar Services to stay responsive in a fast-changing market—and ensures they’re always working on the deals with the highest potential.
Simplified, Streamlined Due Diligence
With a deal under LOI, speed becomes even more critical. Midaxo’s integrated VDR has streamlined the diligence process for Alex’s team, helping them run their checklists, track progress, and stay ahead of the timeline.
“We’re able to track each area of diligence and see where we’re ahead and where we need to focus,” Alex explains. “If we’re a little behind on HR diligence, for example, we know right away and can direct our attention there.”
The platform also makes it easy to keep stakeholders informed. Progress charts can be exported directly into presentations, giving prospective sellers, outsourced diligence partners, and Allstar leadership a clear view of where things stand—without extra emails or meetings. Everyone gets the instant, seamless access they need—no security issues, no missed updates, and no chaos.
Easy Visibility Drives Better Collaboration and Alignment
One of the biggest shifts for Allstar Services has been the level of visibility Midaxo enables. An M&A process depends on effective collaboration—between internal teams, leadership, outside partners and sellers. Now, Allstar Services has a secure, easily visible single source of truth in Midaxo that keeps everyone informed and working toward the same goal.
Instead of relying on constant status updates or endless email chains, leadership and external partners can check Midaxo and see exactly what’s happening in real time. “Our CEO can log in, see our notes from pipeline and diligence calls, and make informed decisions quickly,” Alex says. “It’s been a huge time-saver.”
“Being super organized and having this kind of visibility is huge for us,” Alex adds. “Our culture is very transparent and flat, and Midaxo makes it easy to keep everyone in the loop without slowing us down.”
The Bottom-Line Impact: More of the Right Deals, Faster
Midaxo has enabled Allstar’s M&A team to transform the way they work. They’ve moved from manual processes to a streamlined, agile operation that saves time and delivers clarity. Now, Alex’s team can focus on strategic priorities instead of managing spreadsheets.
“We’re running a faster, more efficient process,” Alex says. “And Midaxo is a huge part of that.”
Ready to Move from Spreadsheets to Strategic Visibility and Streamlined Processes?
If you’re looking to accelerate your M&A process, prioritize deals, and collaborate with clarity, it’s time to see what Midaxo can do for your team.
