Tools & Solutions

Ontra automates critical private market workflows for 9 of the top 10 PEI-ranked firms.

Powered by AI and emotional & behavioral science, People Impact Analytics® predicts what drives success or failure in M&A processes - and tells what to do about it

Private Equity List is a lightweight investor directory that complements heavier data platforms by giving founders and smaller dealmakers accessible visibility into the PE/VC landscape.

Rogo is a finance-native AI platform helping bankers and investors automate research, due diligence, and document production through end-to-end agentic workflows.

LeanIX (now SAP LeanIX) is an enterprise architecture management platform that gives organizations a single source of truth for their IT landscape during technology transformation and post-merger integration.

Savantiq combines deep expertise in private finance and advanced technologies into an end-to-end deal management platform purpose-built for M&A and private equity.

SDD Group’s Historia platform provides a structured way to retire legacy systems while preserving historical data for compliance and analysis during and after M&A.

Shibumi is an enterprise strategic portfolio management platform used by 70+ Fortune 1000 companies and all 10 top global advisory firms for M&A integration tracking.

smartmerger.com is the M&A operating system for an end-to-end process - data-first, EU data-sovereign, and powered by Agentic AI - trusted by leading enterprises and advisory teams, including Siemens and BCG. Gartner topranked. Designed as a modular platform of specialized apps with flexible integration, it connects structured M&A data, digital playbooks, and workflows in one secure, governed environment, spanning pipeline, diligence, integration, carve-outs, and sell-side.

Smartsheet is a flexible work management platform that integration and deal teams co-opt for M&A tracking when dedicated M&A tools are not in place.

SNP Group is a global technology provider specializing in SAP data transformations, carve-outs and ERP restructuring initiatives.Through its Kyano platform, SNP enables organizations to execute carve-outs, reorganizations, mergers and system consolidations quickly and securely.

SRS Acquiom is a specialized M&A services firm providing technology-enabled paying agent services, escrow administration, and shareholder representation, supporting 10,000+ transactions.

VentureLink Partners is a specialist recruitment and executive search firm supporting clients across M&A, Investment Banking and Transactional Risk in identifying and hiring high-calibre professionals and senior leaders.

Wall Street Oasis is a training and community hub that equips current and aspiring deal professionals with modeling skills and career insights, complementing specialized M&A software in the ecosystem.

Wyecliff.ai is a custom software and AI automation consultancy designing bespoke automation systems and AI agents for traditional industries.

A zero-trust cloud security platform that accelerates M&A IT integration and divestiture carve-outs by connecting users to applications without merging networks.