Solutions: One platform for all of your M&A work

M&A Deal Transactions

  • Exchange documents and communications securely between buy and sell side
  • Communicate and work on documents privately within a side in addition to the shared space
  • Permission the right people in to each area
  • Assign and manage the work from one platform

Advisory / Consulting Services

  • Incorporate your proprietary content and match the needs of the client’s industry and situation
  • Communicate and share documents with your client and their advisor team
  • Set deadlines and reminders to keep everyone on track
  • Seamlessly transition to an active deal process as appropriate

Client Prospecting

  • Manage all of your prospects in one place
  • Customize the prospecting space to reflect your firm’s client acquisition process
  • Set reminders to ensure that potential clients stay on your radar

Process Templates

  • Customize design templates for prospecting, consulting, deal preparation, and diligence
  • Customize and save design templates for specific industries and areas of expertise
  • Incorporate elements from DealWare content to enhance your process
  • Quickly implement your process templates as you engage a new client

Optimize your deal process today.