Technology Use in the M&A Community

We've embarked on writing the 2nd Edition of Middle Market M&A: Handbook for Advisors, Investors and Business Owners. We are adding a section about the use of technology in M&A, and would like to know more about your company's adoption of tools and software. The information being collected will only be used in aggregate without identifying you or your company. Thank you for taking a few minutes to contribute!

Regards,

Kenneth H Marks
khmarks@HighRockPartners.com
(919) 256-8152

PS: (1) the first edition can be seen by clicking here
(2) feel free to reach-out directly to me if desired

Question Title

* 1. Your firm is primarily (indicate the one that most closely aligns)

M&A advisory (most likely not a broker dealer)

Investment bank (most likely a broker dealer)

Business brokerage

Valuation

Accounting

Law firm

Consulting

Wealth management or financial planning

Exit / succession / transition planning

Corporate / strategic

Private equity / Family Office

Lender

Other (please specify)

Question Title

* 2. What is your primary area of expertise

Question Title

* 3. Below is a list of six broad categories of software platforms we've found to be used by M&A advisers. Please check all of the boxes for the software types that you use

Virtual Data Room

Market Insight/Competitive Intelligence (i.e. Capital IQ, PitchBook)

Deal Sourcing

Due Diligence

Project Management

Comprehensive (end-to-end) M&A Software

Other (please specify)

Question Title

* 4. What Virtual Data Room do you use, if any?

Question Title

* 5. What Market Insight/Competitive Intelligence software do you use, if any?

Question Title

* 6. What Deal Sourcing software do you use, if any?

Question Title

* 7. What Due Diligence software do you use, if any?

Question Title

* 8. What Project Management software do you use, if any?

Question Title

* 9. What Comprehensive (end-to-end) M&A Software do you use, if any?

Question Title

* 10. What "other" software or technology tools do you use in the M&A process?

Question Title

* 11. What is the typical deal size of your transactions (check all that apply). re: "M" = millions

< $5M

$5M to $100M

$101M to $250M

$251M to $750M

>$750M

Other (please specify)

Question Title

* 12. Of all the software and technology that you use, what do you consider the top three benefits or capabilities that really add value to the M&A process and why

Question Title

* 13. What new features / capabilities would you like to see added to the software / technology

Question Title

* 14. How do you see technology changing the M&A process in the next 3-5 years

Question Title

* 15. Lastly, please provide any additional perspective or comments about the use of or tends in technology in M&A

Question Title

* 16. Please provide your contact information so that we might follow up

Name

Company

Country

Email Address

Phone Number