The Ultimate M&A SaaS Marketplace: Guaranteed Offers with Expert Support
We've married the best of SourceScrub, Pitchbook, and RSM to create a high-acuity M&A platform with guaranteed results. Our team of M&A pros, dealmakers, and lawyers covers all legal steps and costs, so clients only pay for actionable buyers with LOIs.
Get 4-6+ Serious Offers
The Most Comprehensive M&A Marketplace
All-in-One Solution
We combine the capabilities of SourceScrub, CEOsys.co, AimVox, and CL&Co to deliver a complete M&A marketplace with valuation services, buyer preparation, and guaranteed offers.
Expert-Led Support
With 30-40 years of industry experience, our M&A professionals handle everything from startup growth to exit strategy, ensuring geometric growth rather than linear progression.
Pay Only for Results
Unlike traditional firms, clients only pay for actionable buyers who have submitted Letters of Intent (LOIs) and are moving forward in the acquisition process.
As the fastest-growing M&A firm in the market, we've revolutionized how businesses approach mergers and acquisitions with our forward-earning investment model.
Flexible Executive Support for Every Stage
Fractional CXO Services
We provide both part-time and full-time executive teams to support your business development, finance, and operations needs. Our fractional CXO model gives you access to top-tier talent without the full-time commitment.
Whether you're a startup, emerging growth company, or established industry leader, our executives help scale your sales teams and revenue streams while minimizing operational drag.
When it's time for an exit, we ensure you receive 6+ serious sales offers from qualified buyers.
Vertical SaaS Focus: Industry-Specific Solutions
Healthcare
Tailored solutions that address unique regulatory challenges and workflow requirements in the healthcare sector, resulting in higher retention rates and defensible market positions.
Financial Services
Specialized tools for financial institutions that become deeply embedded in critical workflows, creating sticky solutions with strong customer loyalty.
Education
Purpose-built platforms that address the specific needs of educational institutions, from administrative functions to learning management.
According to Software Equity Group (SEG), these vertical-focused solutions are particularly attractive in the M&A marketplace due to their specialized nature and high customer retention rates.
Seamless Integration Capabilities
Our SaaS platforms seamlessly connect with existing M&A workflows and essential tools like CRMs and Virtual Data Rooms (VDRs). This integration capability is highly marketable because buyers are looking for solutions that:
  • Streamline complex M&A processes
  • Reduce manual effort and human error
  • Eliminate data silos between systems
  • Provide a holistic view of the entire M&A lifecycle
  • Enhance collaboration between deal teams
  • Accelerate due diligence and deal execution
Our platform connects the dots between all stages of the M&A process, creating a unified ecosystem that maximizes efficiency and deal success.
AI-Driven M&A Tools
Leveraging Artificial Intelligence for Smarter Deals
Our platform incorporates advanced AI capabilities to transform the M&A process:
  • Automated due diligence that identifies risks and opportunities
  • Predictive analytics for valuation and synergy estimation
  • Natural language processing to extract insights from documents
  • Pattern recognition to identify market trends and comparable deals
These AI-powered features enhance efficiency, accuracy, and overall deal management—crucial advantages when navigating complex transactions in today's fast-paced market.
Enterprise-Grade Security and Compliance
Advanced Encryption
Military-grade encryption for all data at rest and in transit, ensuring sensitive deal information remains protected at all times.
Granular Access Controls
Role-based permissions that allow precise control over who can access specific documents and data throughout the M&A process.
Regulatory Compliance
Adherence to industry standards with ISO/IEC 27001:2013 certification, comprehensive audit trails, and built-in compliance frameworks.
In the high-stakes world of M&A, data security and regulatory compliance are non-negotiable. Our robust security infrastructure gives clients and their potential buyers the confidence that sensitive information is protected throughout every stage of the deal process.
Post-Merger Integration Excellence
Streamlining the Critical PMI Phase
According to Ideals Virtual Data Room, successful post-merger integration is crucial for realizing the full value of an acquisition. Our PMI solutions offer comprehensive tools for:
  • Detailed integration planning with customizable templates
  • Task assignment and progress tracking across departments
  • Cultural alignment assessment and roadmapping
  • Synergy identification and realization tracking
  • Communication management for all stakeholders
  • Risk mitigation throughout the integration process
Our platform ensures that the challenging post-merger phase is executed with precision, maximizing the return on investment and minimizing disruption to ongoing operations.
The Hottest Investment Market: Middle & Micro
30-40
Years Experience
Our team brings decades of foundational expertise to every deal, combining traditional M&A knowledge with cutting-edge technology.
4-6+
Serious Offers
We guarantee multiple qualified buyers with Letters of Intent for every client, providing real options and leverage during negotiations.
100%
Legal Coverage
We cover all legal steps and costs we can legally cover, allowing clients to focus on their business while we handle the complex M&A process.
We believe the smaller to middle market & micro market represents the HOTTEST investment opportunity today, with strong demand and promising growth potential across multiple sectors.
Ready to Transform Your M&A Journey?
Why Choose Our M&A Platform
  • Comprehensive coverage of all M&A stages
  • Expert teams with 30-40 years of industry experience
  • Pay only for actionable buyers with LOIs
  • Guaranteed 4-6+ serious investor/buyer options
  • Geometric growth potential, not just linear progress
We've earned our reputation as the fastest-growing M&A firm by delivering exceptional results and transformative value to our clients.