Like what you see? Let’s talk about building your own deal platform.

Let Us Build You a Custom Platform

The tools available to general users of the portal are also accessible in a private label option to other broker-dealers, M&A advisors, private equity firms, investment bankers and even strategic corporate buyers. The advanced features, including our Deal CRM, Marketing/Process Automation, Project Management Software, Virtual Data Room, Deal Syndication and Deal Matcher can be skinned to match your firm’s logo, colors and general branding. Our private label option works well with our Deal Syndication tool, providing additional channels for deal marketing among other deal professionals and corporate issuers.

By white-labeling our solution deal makers can maintain tighter controls over customer data and client-facing brand imaging. In addition, the private label deal portal works well for strategic corporate buyers looking to grow by acquisition. By utilizing a private label deal platform, internal buy-side deal teams can better maintain target funnels, data room due diligence and overall deal processes while maintaining corporate branding. More importantly, a custom platform provides the complete tools needed to close more deals more efficiently.

Please contact us for more information on options and pricing for setting up your own private label deal portal.


A CRM built by deal makers, for deal makers able to track target buy and sell-side acquisitions


An advanced virtual data room for storing, tracking and finalizing the most extensive deal due diligence.


A project management software tool that combines automated marketing, task and project management


Matching issuers and investors using advanced search campaigns on a scalable, cloud-based platform

Let us build a custom deal portal for your capital advisory practice

Private Equity Capital Advisory

Maximizing seller value in mergers & acquisitions

Tell us about your M&A needs

1 Step 1

Our M&A Process

Mergers & Acquisitions Advisory
for the middle market.
  • Strategic Planning

  • Assess Financial Readiness

  • Align M&A Criteria

  • Research Target Industry

  • Target List Building

  • Target Outreach

  • Engage Targets

  • Letter of Intent (LOI)

  • Due Diligence

  • Closing

  • Target Integration