The entire deal lifecycle, computed — from first contact to post-merger integration.
M&A DESK is a local-first, end-to-end M&A execution platform. One deal team, one machine: every model computed from your own data, every legal and financial document generated from that model, every stage gated by its own requirements, and every change captured in an immutable audit log. No market-data APIs, no cloud, no invented figures — the deal never leaves your perimeter.
A live deal lives in a dozen tools — models in spreadsheets, documents in a word processor, files in a data room, the truth nowhere. M&A DESK collapses that into one deterministic system where the model, the documents, the diligence, and the close all reference the same numbers — and every figure traces back to an input you entered.
Twelve stages, intake to integration — origination, NDA, valuation, diligence, structuring, financing, regulatory, signing, closing, true-ups, and post-merger integration. A deal cannot advance until the stage's requirements and approvals are complete.
DCF with terminal value and sensitivity heatmaps, trading comparables, precedent transactions, and an LBO that solves the ability-to-pay — all assembled into a football field at the top of the page. WACC built from first principles.
Every legal and financial document built from the model — NDA, IOI/LOI, the full SPA with R&W and indemnification, disclosure schedules, board resolutions, the funds-flow memo, and the closing binder. DOCX and PDF, versioned and hashed.
A multi-workstream VDR with hashed, versioned, access-logged files and watermarked downloads. Findings carry quantified exposure and wire straight through — to the implied offer, the escrow size, the disclosure schedules, or a condition precedent.
Consideration mix, completion accounts or locked box, earnouts, escrows, indemnity caps and baskets, tax step-up — with Sources & Uses balanced to the cent and closing-day wires generated from a zero-checked funds flow.
Money is exact decimal end-to-end, never a float. Every valuation run stores its full inputs snapshot — "show the math" — and every create, update, and delete is an immutable audit-log entry. Local-first: a database and files on your own disk.
Screen the transaction against merger-control, foreign-investment and sector-approval regimes across 85+ jurisdictions worldwide. The radar flags where a filing is likely required and raises those filings to track — every threshold shipped as editable reference data and labelled to confirm with counsel.
Debt commitments with fees and OID feeding Sources & Uses, covenant definitions tested for projected quarterly compliance against the forecast, and equity raises modelled through a pro-forma ownership waterfall.
Carry the deal past the close — synergy initiatives with ramp profiles and actual capture, the 100-day plan, a RAID log and TSA tracker, and a retrospective that marks realised value against the underwriting case.
The regulatory radar screens one transaction against the world's merger-control, foreign-investment and sector-approval regimes — flagging where you likely must notify before you sign, and raising the filings to track. Coverage spans 85+ jurisdictions across 120+ regimes in four regions, shipped as editable reference data. Every threshold is labelled to confirm with counsel.
United States, Canada, Mexico, Brazil, Argentina, Chile, Colombia, Peru, Ecuador, Uruguay, Costa Rica, Panama, Dominican Republic.
European Union, United Kingdom, Germany, France, Italy, Spain, Netherlands, Belgium, Switzerland, Austria, Ireland, Portugal, Greece, Sweden, Denmark, Finland, Norway, Iceland, Poland, Czech Republic, Slovakia, Hungary, Romania, Bulgaria, Croatia, Slovenia, Estonia, Latvia, Lithuania, Cyprus, Malta, Turkey, Ukraine, Russia, Belarus, Moldova, Serbia, Montenegro, Bosnia and Herzegovina, North Macedonia, Albania.
China, Japan, India, South Korea, Australia, New Zealand, Singapore, Hong Kong, Taiwan, Indonesia, Malaysia, Thailand, Philippines, Vietnam, Pakistan, Bangladesh.
Saudi Arabia, United Arab Emirates, Qatar, Kuwait, Jordan, Israel, Egypt, Morocco, Tunisia, Nigeria, Ghana, Kenya, Mauritius, South Africa, COMESA.
"Indicative public thresholds, periodically indexed and structure-dependent. The radar tells you where to look — it does not replace counsel, and every figure is flagged to confirm."
Each stage computes its own readiness from the record and will not let the deal advance until requirements and approvals are met. Six phases carry a transaction from first contact to a closed, fully documented deal — and beyond, into integration.
Stand up the deal — parties and team, acquirer and target profiles, cap tables, subsidiaries and org chart, advisors with auto-computed success fees. Generate the mutual or one-way NDA into the versioned registry.
Enter target historicals (line-by-line or via template, with balance and tie checks), build the adjusted-EBITDA bridge and projections, run DCF, comps, precedents and the LBO, then generate the IOI or LOI off the football field.
Build the workstream VDR, upload real files, run the request list to fulfilment, and manage approval-gated Q&A. Quantified findings flag price, escrow, disclosure, or a condition precedent — and feed the rest of the deal.
Set the price and the cash/stock/note/rollover mix, the price mechanism, earnouts and escrows; balance Sources & Uses. Enter debt commitments and covenants, model the equity waterfall, and generate the SPA.
Run the regulatory radar across 85+ jurisdictions and 120+ global merger-control, foreign-investment and sector regimes (verify with counsel) and raise the filings; track board and shareholder votes, harvest change-of-control consents, and build the signing-to-closing critical path. Generate disclosure schedules, resolutions and certificates; record signing.
Closing-day mode: the sequenced checklist, the funds-flow wires to the cent, the deliverables exchange. Then post-closing true-ups against the peg, escrow releases, synergy capture, the 100-day plan, and the retrospective.
"Zero simulated content. Every number on screen is computed from data you entered — where data is missing you get an exact missing-inputs report, never an invented figure."
Every model — valuation, structure, funds flow, true-up — is computed from data you entered, in exact decimal. Each run stores its full inputs snapshot, so any number on the page can be opened and shown its math.
Documents are rendered from the model, not retyped beside it — NDA through closing binder, in DOCX and PDF, versioned and hashed. Every legal document carries the "draft for review by qualified counsel" banner.
No stage advances until its requirements — computed live from the record — and its approvals are complete. Waivers demand a note and are logged with user and timestamp. Every change is captured in the audit trail.
Local-first · Deterministic · Document-generating · Drafts for qualified counsel