Tools & Solutions

Every tool in the 2026 handbook, A to Z. Filter by chapter to narrow it down.

All Market Intelligence & Data 28 Virtual Data Rooms & Transaction Security 39 Valuation & Financial Analytics / BI 12 Cross-cutting Platforms, Talent & Financing 27

Strategy & Deal Sourcing 26 Deal Management, CRM & Pipeline 22 Due Diligence 37 Post-Merger Integration 13

Tools Deal Management, CRM & Pipeline

RIA Catalyst is an AI-powered M&A intelligence platform purpose-built for RIA acquisitions, providing 15,000+ firm profiles and AI acquisition scoring.

Tools Post-Merger Integration

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.

Tools Deal Management, CRM & Pipeline

Sc0red is an AI-powered M&A target sourcing platform letting deal professionals digitize their investment thesis and apply it at scale across 68M+ companies.

Tools Deal Management, CRM & Pipeline

Scend is an agentic financial search platform providing ground-truth intelligence on companies, people, and deals across private markets.

Tools Post-Merger Integration

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.

Tools Post-Merger Integration

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.

Tools Post-Merger Integration

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.

Tools Post-Merger Integration

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.

Tools Deal Management, CRM & Pipeline

Tiger Team M&A builds M&AOP, the AI operating platform for M&A. Corporate development and private equity teams use it to build strategy and optimize outcomes across the M&A lifecycle.

Tools Deal Management, CRM & Pipeline

Wrike is a collaborative work management platform serving 20,000+ organizations across 140 countries, offering AI-powered automation and 400+ integrations.

Tools Post-Merger Integration

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

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