Discover
Test strategic fit and the investment thesis across the business, not just its headline financials.
For M&A advisors
Know the target. Challenge the case. Shape the deal.
Bring financial, people and operating evidence into a deal decision. The M&A and due diligence workflow tests the thesis, models price and terms, and carries the findings into financing and integration.
THE ANALYSTDEEP INTELLIGENCE
Advisor questionWhat does the target evidence mean for the decision, the deal and the work after completion?
What goes in
- Target and buyer financial and operating evidence
- Leadership, customer and execution assumptions
- Deal structure, funding and integration questions
What comes out
- A structured diligence view with contrary findings
- Valuation analysis and linked deal scenarios
- Reviewed decision, funding and integration material
Illustrative workflow · Advisor judgement stays in the loop
See the platform
See the deal work in motion.
Watch the narrated Transactions demonstration for M&A advisors.
Transactions 2:57 narrated demo
The workflow
From question to next move.
Implement
Compare value ranges and deal paths, frame negotiation questions and prepare advisor-cleared funding and integration work.
Monitor
Track integration priorities and the assumptions that justified the transaction.
Due diligence
See the deal beyond the data room.
The Analyst joins accounts, documents, business perspectives and operating questions into a reviewable deal case. The Contrarian tests what could weaken the thesis or change the terms.
- Assess strategic fit, leadership capacity and operating constraints
- Trace material risks and opportunities back to their evidence
- Connect findings to price, terms and integration priorities
From decision to delivery
Carry the same case into funding and integration.
A potential acquisition may need a consolidated forecast, a clear business plan for a lender and an integration path. The workflow can assemble those views from the same client intelligence for professional review.
- Model cash, profit and balance-sheet implications of the transaction
- Prepare tailored, branded lender and decision material
- Turn diligence findings into owned post-deal actions
Coming soon
A wider portfolio view is on the way.
The current M&A workflow supports company-level deal work. Portfolio management for M&A teams will bring a cross-company view when released.
- Company-level diligence and deal modelling now
- Company-level actions and monitoring now
- Cross-company portfolio management coming soon