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 keep track of who was doing what.”
But they knew there had to be a better way to manage diligence and collaborate with stakeholders across the business. Enter Midaxo’s M&A Software.
Challenge
Optum’s M&A team started with two people, a process full of fragmented tools, and a mandate to move fast. Managing diligence through spreadsheets and email made collaboration difficult and slowed execution.
Solution
By adopting Midaxo M&A software, the Optum team built a streamlined, centralized process to support the full deal lifecycle. Midaxo brought structure, visibility, and automation to their workflow.
Results
Optum’s M&A process is now faster, more transparent, and easier to manage. Midaxo enables real-time status updates and clear accountability—all while boosting team engagement and excitement. What began with two people and a patchwork of tools is now a scalable system that empowers growth, collaboration, and continuous improvement.
A One-Stop Shop for M&A Processes
With the help of Midaxo, Jennifer’s two-person team has transformed into a well-oiled machine for the full M&A process: pipeline management, diligence, and post-merger integration. What was once tracked in spreadsheets, disparate project management systems, and email chains is now housed in a single platform. “It’s just a one-stop shop,” she says. For example, “We have two stages of diligence, and having the VDR user go into Midaxo to do their work keeps everything in one place. It sends notifications, and everyone can see what’s happening.”
This centralized approach didn’t just make life easier for Optum’s M&A team—it also accelerated the entire process. “Time is critical for us,” Jennifer explains. “Now, when someone says, ‘I don’t think we have this,’ or ‘what’s the status on that?’ I can go check instantly.”
Visibility That Empowers Leadership
As a team leader, Jennifer can quickly identify roadblocks. “I can see who’s struggling and in what part of the deal transaction,” she says. Then she can have an easy one-on-one conversation: ‘Are you having a hard time? Is there something we as a team can help you with?’
That visibility from using M&A Software has led to coaching opportunities and skill-building for her team. “We’ve helped people improve on things they weren’t super confident with, because with Midaxo, I could identify those consistent areas where they were getting hung up.”
A Culture of Excitement and Momentum
Beyond efficiency, Midaxo has helped foster a further sense of excitement and ownership. “It’s amazing how excited everybody gets when they see a new deal pop up because someone on the business development team has created a new project card,” Jennifer says. “Everyone gets excited when a card moves across the pipeline.”
For a small team, Midaxo has had a big impact—making it easier to manage progress, identify areas to improve, and celebrate accomplishments.
“We started with two people and a bunch of spreadsheets,” Jennifer reflects. “Now, we have a streamlined process that the whole team is engaged with.”
Ready to Move from Spreadsheets to Strategic Visibility?
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.
