M&A Advisor

Benefit from a single platform combining corporate finance information, CRM & Dealflow Management capabilities to get the most of your experience.

From Origination to Execution

View of the different interfaces of Arx Platform

Deals intelligence

Arx Platform has been created to assist you on a daily basis, whether you are preparing a pitch, creating a buyers list or identifying new prospects. 

We have developped dedicated features for M&A Advisors, Investment Bankers, Accountants and Advisory boutiques to save time at every steps of your process.

Selected examples below:

  • Anticipate portfolio exits and optimise your origination process
  • Create efficiently Buyers list for direct investments and bolt-on with financials sponsors & strategic buyers
  • Benefits from strategy & intelligence on their portfolio companies
  • Marketing and publimailing capabilities with direct access to professionals within the most-well known GPs in Europe

CRM & Dealflow management

Arx Platform integrates customised features for M&A Advisors, Investment Bankers, Accountants, Big Four and Advisory boutiques in regards to Contacts & Dealflow management.

More than a CRM, we have developped a global ecosystem allowing you to focus on your origination & execution process instead of data collection or notes taking.

Discover how we support our clients to leverage on their information & relationships and gain a clear overview of their interactions with prospects, clients and counterparties.

A dedicated and encrypted environment with separate servers only visible to your team.

Our environment is hosted within the European Cloud, guaranteeing the protection of your data in regards to the US Cloud Act.

Benefit from Arx Platform’s information regarding investment firms, portfolio companies and corporates.

Access thousands of professionals emails & contacts details, ranging from portfolio managers to C-levels, within a single-click.

Arx Platform allows you to organise and manage in a clear and visual way all your contacts and companies.

Whether these contacts are coming from Outlook, Excel or a CRM system. We have developped customisable fields allowing you to recover, organise and filter all your notes and relevant data at any time.

You will also find monitoring tools and taylor-made statistics synthetising your different exchanges per contacts, projects or companies.

You will benefit from a professional tool dedicated to your process and completely customisable.

Manage your dealflow from opportunity to mandate. Customise your process from pitchs, qualifications to mandate committees. Taylor your actions per prospects, clients and counterparties from marketing actions to closing.

We have developped dedicated M&A features such as an origination channel or a digital spreadsheet per project, fully customisable, to keep track of your commercialisation processes (Teaser sent, NDA signed, LOI received, Signing, closing, etc.) with synthesised overview and statistics.

All these interactions are directly link with your counter-part tracking and your CRM system in order to enrich and understand your work relationships and transactions habits with your ecosystem.

We have developed ergonomic Dashboards & Reports dedicated to Corporate Finance Advisors.

Whether you need a complete overview of your firm activity : fees forecasted, number of opportunities per sector, current mandates by stages, average length for an execution, etc. or a personnal understanding of your dealflow. You will always access this information synthetised in a simple manner.

Arx Dealflow Management CRM view

Marketing and communication

Presentation of a live profile modification in Arx platform

A showcase for your firm

By becoming a client, you will get the option to join the Arx Platform and to manage your profile online. 

Every client from M&A Boutiques, Investment Banks, Private Equity firms, Strategic Advisors to Commercial Due Diligence is able to describe its activity and control its communication.

Profiles are visible by thousands of Private Equity professionals, Family offices and Investors looking for a specific expertise, ranging from buy-side to sell-side mandate with a specific sector understanding or a geography presence.

What People Say About Us

Client Testimonials