M&A advisory: a matching platform and automated transaction processes.
Everto advises on succession and transactions in the German Mittelstand. The business has two bottlenecks: buyers and sellers have to find each other in the first place, and once a process is running it generates a document load that traditionally disappears into folder structures and email attachments.
For the first bottleneck we built a B2B2B matching platform. Buyer and seller profiles are captured in a structured form and scored against each other with AI support, turning a longlist into a reasoned shortlist rather than a list somebody works through by hand.
For the second we automated document filing and process control. Documents run through SharePoint and Power Automate into a structured archive, connected to Directus, with a Next.js frontend that makes the state of a process visible. The point is not the time saved on filing but that at any moment it is clear what a deal holds and what is missing.
M&A Matching Platform: 92 % Match Accuracy
B2B2B platform pairing buyers and sellers for company acquisitions. AI-driven profiling, 500+ profiles matched, deals processed three times faster.
M&A Process Digitalization
Analysis and digitalization of internal M&A processes for an advisory firm with actionable roadmap and digital workflow design.