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Best M&A Software for Small Business

Neya Kumaresan
NK
Researched and written by Neya Kumaresan

Products classified in the overall M&A Software category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business M&A Software to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business M&A Software category.

In addition to qualifying for inclusion in the M&A Software category, to qualify for inclusion in the Small Business M&A Software category, a product must have at least 10 reviews left by a reviewer from a small business.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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5 Listings in Small Business M&A Software Available

(368)4.5 out of 5
Optimized for quick response
1st Easiest To Use in M&A Software software
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Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Datasite Diligence® serves as the hub for conducting due diligence, offering a range of advanced data room technologies to optimize deal-making. By harnessing the power of machine-learning models trai

    Users
    • Associate
    • Analyst
    Industries
    • Investment Banking
    • Financial Services
    Market Segment
    • 37% Enterprise
    • 30% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Datasite Diligence Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    178
    Features
    68
    Navigation Ease
    68
    Customer Support
    66
    User Interface
    63
    Cons
    File Management
    48
    Expensive
    47
    Slow Performance
    37
    Learning Difficulty
    32
    Access Control
    23
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Datasite Diligence features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.5
    7.5
    Project Management
    Average: 8.7
    6.3
    Deal Sourcing
    Average: 8.4
    7.4
    Task Management
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Datasite
    Company Website
    Year Founded
    1968
    HQ Location
    Minneapolis, MN
    Twitter
    @DatasiteGlobal
    5,324 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,444 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Datasite Diligence® serves as the hub for conducting due diligence, offering a range of advanced data room technologies to optimize deal-making. By harnessing the power of machine-learning models trai

Users
  • Associate
  • Analyst
Industries
  • Investment Banking
  • Financial Services
Market Segment
  • 37% Enterprise
  • 30% Mid-Market
Datasite Diligence Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
178
Features
68
Navigation Ease
68
Customer Support
66
User Interface
63
Cons
File Management
48
Expensive
47
Slow Performance
37
Learning Difficulty
32
Access Control
23
Datasite Diligence features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.5
7.5
Project Management
Average: 8.7
6.3
Deal Sourcing
Average: 8.4
7.4
Task Management
Average: 8.5
Seller Details
Seller
Datasite
Company Website
Year Founded
1968
HQ Location
Minneapolis, MN
Twitter
@DatasiteGlobal
5,324 Twitter followers
LinkedIn® Page
www.linkedin.com
1,444 employees on LinkedIn®
(56)4.5 out of 5
Optimized for quick response
3rd Easiest To Use in M&A Software software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Sourcescrub is the market-leading Deal Sourcing Platform for investment and M&A teams who need the most complete, accurate, and connected view of private markets. Using a proprietary Expert-in-the

    Users
    No information available
    Industries
    • Financial Services
    • Venture Capital & Private Equity
    Market Segment
    • 73% Small-Business
    • 20% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Sourcescrub Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Business Acquisition
    9
    Database Size
    8
    Search Functionality
    8
    Target Identification
    8
    Data Accuracy
    6
    Cons
    Data Inaccuracy
    13
    Limited Data
    5
    Outdated Information
    5
    Poor Usability
    5
    UX Improvements
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Sourcescrub features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 9.5
    7.3
    Project Management
    Average: 8.7
    9.2
    Deal Sourcing
    Average: 8.4
    8.0
    Task Management
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2015
    HQ Location
    San Francisco, California
    Twitter
    @SourceScrub
    174 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    511 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Sourcescrub is the market-leading Deal Sourcing Platform for investment and M&A teams who need the most complete, accurate, and connected view of private markets. Using a proprietary Expert-in-the

Users
No information available
Industries
  • Financial Services
  • Venture Capital & Private Equity
Market Segment
  • 73% Small-Business
  • 20% Mid-Market
Sourcescrub Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Business Acquisition
9
Database Size
8
Search Functionality
8
Target Identification
8
Data Accuracy
6
Cons
Data Inaccuracy
13
Limited Data
5
Outdated Information
5
Poor Usability
5
UX Improvements
5
Sourcescrub features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.5
7.3
Project Management
Average: 8.7
9.2
Deal Sourcing
Average: 8.4
8.0
Task Management
Average: 8.5
Seller Details
Company Website
Year Founded
2015
HQ Location
San Francisco, California
Twitter
@SourceScrub
174 Twitter followers
LinkedIn® Page
www.linkedin.com
511 employees on LinkedIn®
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(67)4.4 out of 5
2nd Easiest To Use in M&A Software software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    DealRoom is the leading M&A Software Platform, purpose-built to streamline deal execution. By providing a single, centralized source of truth for all deal data, DealRoom enables seamless colla

    Users
    • Investment Banking Analyst
    Industries
    • Financial Services
    • Investment Banking
    Market Segment
    • 40% Small-Business
    • 30% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • DealRoom Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Collaboration
    2
    Ease of Use
    2
    Intuitive
    2
    Intuitive Use
    2
    Communication
    1
    Cons
    This product has not yet received any negative sentiments.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • DealRoom features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.5
    9.2
    Project Management
    Average: 8.7
    7.5
    Deal Sourcing
    Average: 8.4
    9.2
    Task Management
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    DealRoom
    Year Founded
    2012
    HQ Location
    Chicago, IL
    Twitter
    @dealroominc
    2,491 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    61 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

DealRoom is the leading M&A Software Platform, purpose-built to streamline deal execution. By providing a single, centralized source of truth for all deal data, DealRoom enables seamless colla

Users
  • Investment Banking Analyst
Industries
  • Financial Services
  • Investment Banking
Market Segment
  • 40% Small-Business
  • 30% Enterprise
DealRoom Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Collaboration
2
Ease of Use
2
Intuitive
2
Intuitive Use
2
Communication
1
Cons
This product has not yet received any negative sentiments.
DealRoom features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.5
9.2
Project Management
Average: 8.7
7.5
Deal Sourcing
Average: 8.4
9.2
Task Management
Average: 8.5
Seller Details
Seller
DealRoom
Year Founded
2012
HQ Location
Chicago, IL
Twitter
@dealroominc
2,491 Twitter followers
LinkedIn® Page
www.linkedin.com
61 employees on LinkedIn®
(79)4.8 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Grata is the leading private-market platform that helps M&A professionals source deals, streamline diligence, and connect with other dealmakers — all in one place. 

    Users
    • Associate
    • Managing Partner
    Industries
    • Venture Capital & Private Equity
    • Financial Services
    Market Segment
    • 76% Small-Business
    • 15% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Grata Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Search Functionality
    26
    Ease of Use
    25
    Filtering Features
    20
    Customer Support
    18
    Functionality
    17
    Cons
    Data Inaccuracy
    18
    Inaccuracy
    9
    Limited Data
    8
    Company Exclusion
    6
    Data Incompleteness
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Grata features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.5
    8.1
    Project Management
    Average: 8.7
    9.3
    Deal Sourcing
    Average: 8.4
    8.6
    Task Management
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Grata
    Company Website
    Year Founded
    2016
    HQ Location
    New York, NY
    Twitter
    @grata_inc
    176 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    209 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Grata is the leading private-market platform that helps M&A professionals source deals, streamline diligence, and connect with other dealmakers — all in one place. 

Users
  • Associate
  • Managing Partner
Industries
  • Venture Capital & Private Equity
  • Financial Services
Market Segment
  • 76% Small-Business
  • 15% Mid-Market
Grata Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Search Functionality
26
Ease of Use
25
Filtering Features
20
Customer Support
18
Functionality
17
Cons
Data Inaccuracy
18
Inaccuracy
9
Limited Data
8
Company Exclusion
6
Data Incompleteness
5
Grata features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.5
8.1
Project Management
Average: 8.7
9.3
Deal Sourcing
Average: 8.4
8.6
Task Management
Average: 8.5
Seller Details
Seller
Grata
Company Website
Year Founded
2016
HQ Location
New York, NY
Twitter
@grata_inc
176 Twitter followers
LinkedIn® Page
www.linkedin.com
209 employees on LinkedIn®
(39)4.6 out of 5
Optimized for quick response
4th Easiest To Use in M&A Software software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Midaxo is a purpose-built, end-to-end M&A Intelligence Platform that brings strategy, execution, and value realization into one connected system. Built for Corporate Development teams, Midaxo help

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 41% Enterprise
    • 31% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Midaxo Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Business Acquisition
    6
    Ease of Use
    4
    Customer Support
    3
    Efficiency
    3
    Features
    3
    Cons
    Limited Customization
    3
    File Management
    2
    Slow Performance
    2
    Download Issues
    1
    Inadequate Reporting
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Midaxo features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.5
    8.4
    Project Management
    Average: 8.7
    6.9
    Deal Sourcing
    Average: 8.4
    8.3
    Task Management
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Midaxo
    Company Website
    Year Founded
    2011
    HQ Location
    Boston, Massachusetts
    Twitter
    @Midaxo
    656 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    33 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Midaxo is a purpose-built, end-to-end M&A Intelligence Platform that brings strategy, execution, and value realization into one connected system. Built for Corporate Development teams, Midaxo help

Users
No information available
Industries
No information available
Market Segment
  • 41% Enterprise
  • 31% Mid-Market
Midaxo Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Business Acquisition
6
Ease of Use
4
Customer Support
3
Efficiency
3
Features
3
Cons
Limited Customization
3
File Management
2
Slow Performance
2
Download Issues
1
Inadequate Reporting
1
Midaxo features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.5
8.4
Project Management
Average: 8.7
6.9
Deal Sourcing
Average: 8.4
8.3
Task Management
Average: 8.5
Seller Details
Seller
Midaxo
Company Website
Year Founded
2011
HQ Location
Boston, Massachusetts
Twitter
@Midaxo
656 Twitter followers
LinkedIn® Page
www.linkedin.com
33 employees on LinkedIn®