M&A Process Excellence is the Path to Success 

An M&A Process Excellence flow chart image

Why M&A Processes Are Often Suboptimal  Inorganic growth is a powerful driver of business success. Its influence is only increasing—yet so are the challenges. With the growing reach of Private Equity, a more connected global marketplace, greater access to data and intelligence, and the introduction of emerging technologies like AI, the M&A landscape is more … Read more

How Allstar’s M&A Team Saves Time & Closes More Deals with Midaxo

M&A pipeline management software

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 … Read more

From Static to Strategic: Understanding The M&A KPI Lifecycle

How to Manage the M&A KPI Lifecycle: Best Practices for Tracking the Right Metrics

In the complex world of M&A, there’s no one-size-fits-all approach to tracking and leveraging Key Performance Indicator (KPI) data. But one thing is certain: successful acquirers understand that M&A KPIs have a lifecycle. What does that mean in practice? Simply put, the KPIs that matter most will shift depending on where you are in the … Read more

How Optum’s Two-Person Diligence Team Scaled Up Their M&A Process from Scratch Using Midaxo 

Computer with M&A Software on the screen

When Jennifer Williams and her colleague at Optum first took on the challenge of building their company’s M&A process, it was just the two of them. No playbook. No established workflows. And a mandate to get deals done—fast.  “We started from scratch,” Jennifer says. “It was a lot of Google Sheets and meetings, trying to … Read more

Mastering M&A KPIs: Goals and Getting Started 

The Need for KPI Management   Inorganic growth is a critical driver to business success. However, despite this importance—along with the relative high failure rates in executing on M&A— the M&A process has often lacked the same rigorous scrutiny and end-to-end optimization that is applied to other core functions such as sales and manufacturing. As private … Read more

How Midaxo CRM helps you manage your relationships (and time) more effectively

Deals are won and lost on relationships.  But managing those relationships—tracking conversations, follow-ups, and key details—can quickly become overwhelming. Too often, we get buried in scattered notes, endless email chains, and clunky spreadsheets, risking valuable insights slipping through the cracks. So how do we make organizing business relationships easier? An in-product M&A CRM is our … Read more

Small But Mighty: 4 Secrets of Highly Successful Small M&A Teams

successful small M&A teams

In the fast-paced world of mergers and acquisitions (M&A), success doesn’t happen by accident. This is especially true for small teams, from single-person operations to groups with just a handful of Corporate Development professionals. Over the past few years, we’ve worked with many highly successful, small but mighty M&A teams. We asked these experts to … Read more

Solving the Cultural Equation in M&A Success

handshake

Strategic goals like market expansion, cost synergies, or technological advancements often drive Mergers and Acquisitions (M&A). However, one critical yet frequently overlooked factor in the success of M&A deals is cultural fit. Research shows that cultural misalignment can be a significant contributor to M&A failures, leading to diminished value and unmet expectations.  Defining Cultural Fit … Read more

5 Keys to M&A Relationship Management 

Intro:  In the dynamic world of mergers and acquisitions (M&A), deals are built on more than just numbers and strategies—they’re 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? In this post, we will explore … Read more