Mergers & Acquisitions OS

Solution by

Close deals faster with everything from CRM to portfolio management on one platform. Standardize your entire M&A process, from acquisition to onbiarding and managing new companies.

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Use case: Finance
Industry: Technology ServicesCross-industryFinancial services
Region: Global

M&A OS is for businesses that buy businesses. Our OS allows you to standardize your entire process, from acquisition to onboarding and managing new companies.

A full CRM means you can collect & nurture targets, from un-researched leads to closed deals, without updating Excel spreadsheets.

Dashboards & analytics give Partners visibility on deal status, risks, and demographics in real-time, without losing granularity.

The automated Risk Register & Due Diligence tools help you close deals faster without breaching compliance. Maintain an audit trail without trawling through emails.

Key features

Automated risk register and due diligence
Collated workflow across the M&A lifecycle
Deal and account management
Consolidated database of clients
Templatized M&A process, from leads to closed deals
Up to 5 years of audit log tracking
A customizable, high-level overview of data

Services

Standardize and automate your M&A process from start to finish.
Close deals faster without breaching compliance.
Grant partners real-time visibility for deal status, risks, and demographics, without losing granularity.
Maintain an audit trail without trawling through emails.

About the partner

Work Perfect, monday.com’s award-winning platinum partner, supports enterprise and government customers in APAC. Recognized as Partner of the Year in 2022 and Best Professional Services Partner in 2023, we excel in business process consulting and use a people focused design thinking approach to build solutions powered by monday.com. Our clients include McDonald's, Tyro, RedBull, & NSW Gov.

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