# Best M&A Software - Page 2 *By [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)* Merger and acquisition (M&A) software combines all the functionalities businesses need to acquire and merge with other companies. This includes prospecting, deal management, due diligence, and post-merger analytics. M&A software makes the process more efficient and transparent for all parties involved. They are created for and leveraged specifically by M&A firms and internal financial teams. M&A software can be used by anyone involved in mergers and acquisitions on the buy side as well as the sell side. However, these solutions are mainly beneficial to corporate development professionals, and legal and finance teams. M&A software should not be confused with project management tools, [financial services CRM](https://www.g2.com/categories/financial-services-crm) software, or point solutions that focus only on one phase of the M&A process, such as sourcing. To qualify for inclusion in the Merger and Acquisition (M&A) category, a product must: - Source and assess deals using pipeline management workflows - Evaluate multiple deals and assign scores based on predefined criteria - Streamline the closing of M&A deals as well as post-merger activities - Provide best practices playbooks for all stages of the M&A process - Manage M&A tasks and facilitate collaboration between all parties involved - Ensure compliance and reduce M&A risk through due diligence features - Include M&A specific metrics and insights for buyers and sellers ## G2 Grid® for M&A Software ![G2 Grid® for M&A Software plotting products by satisfaction and market presence](https://www.g2.com/categories/m-a-software/grids.png?focus%5B%5D=41421&focus%5B%5D=129711&focus%5B%5D=135813&focus%5B%5D=20943&focus%5B%5D=40992&focus%5B%5D=40993) Highlighted products: Datasite Diligence, Sourcescrub, Grata, DealRoom, Midaxo, and Devensoft. Underlying data: [Grid® JSON](https://www.g2.com/categories/m-a-software/grids.json?focus%5B%5D=datasite-diligence&focus%5B%5D=sourcescrub&focus%5B%5D=grata&focus%5B%5D=dealroom&focus%5B%5D=midaxo&focus%5B%5D=devensoft) ## How Many M&A Software Products Does G2 Track? **Total Products under this Category:** 41 ### Category Stats (Jul 2026) - **Average Rating**: 4.68/5 (↑0.05 vs Jun 2026) The average rating of products in this category, based on all submitted ratings *Last updated: July 09, 2026* ## How Does G2 Rank M&A Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 600+ Authentic Reviews - 41+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which M&A Software Is Best for Your Use Case? - **Leader:** [Datasite Diligence](https://www.g2.com/products/datasite-diligence/reviews) - **Easiest to Use:** [Datasite Diligence](https://www.g2.com/products/datasite-diligence/reviews) - **Top Trending:** [Datasite Diligence](https://www.g2.com/products/datasite-diligence/reviews) - **Best Free Software:** [Sourcescrub](https://www.g2.com/products/sourcescrub/reviews) --- **Sponsored** ### Datasite Diligence Datasite Diligence® is the trusted hub for conducting due diligence, offering advanced virtual data room technology and AI-powered deal intelligence to optimize every stage of deal-making. With Blueflame AI for secure interrogation of data room content and Datasite’s MCP for connecting your preferred AI tools directly to your deal environment, the platform delivers the speed, accuracy, and security that modern deals demand. With Datasite Diligence, you can accelerate deal closures and approach negotiations with confidence, freed from the administrative burden of due diligence. The Datasite platform streamlines the sell-side process, automating manual tasks involved in deal preparation. Upload and organize content effortlessly through simple drag-and-drop actions or direct email integration — or use Datasite’s MCP to connect Claude, ChatGPT, or Copilot directly to your deal room. Create projects, build industry-specific folder structures, upload and organize files, and manage user access, all from your preferred AI without leaving your existing workflow. Seamlessly manage request lists within the VDR and grant access to relevant documents for various workstreams. Set up workflows, roles, and categories swiftly with an integrated Q&A system. With Blueflame AI, draft responses to buyer questions grounded in your data room content — with cited sources — so your team reviews and approves instead of writing from scratch. Common Q&A can be elevated to FAQ for quick reference, with full Excel export. Enhance your redaction efforts with confidence using the platform's AI capabilities. Easily identify sensitive words or PII across the data room and efficiently mark or unmark text for redaction, with categorized reasons for each decision. Ensure accurate search results, regardless of document language, with the platform's OCR engine supporting 17+ languages — and go beyond keywords with AI-powered semantic search to surface exactly what you need, faster. Keep a close eye on engagement and behavior within the data room, even at the individual page level, with near real-time reporting, custom dashboards, and automated reporting schedules. Whatever your business, industry, purpose, or role, Datasite Diligence® combines the security of the world's most trusted deal environment with the AI capabilities your team already relies on — so every transaction moves faster, with greater confidence. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=2055&secure%5Bchosen_at%5D=2026-07-19T14%3A51%3A07Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=41421&secure%5Bresource_id%5D=2055&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fm-a-software%3Fopen_modal_url%3D%252Fproducts%252Fdatasite-diligence%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fm-a-software%2526source%253Dcategory&secure%5Btoken%5D=b42a4957519b09002dff163dd56a415a98267056f325ff638a970e866e0f98a4&secure%5Burl%5D=https%3A%2F%2Fwww.datasite.com%2Fus%2Fen.html&secure%5Burl_type%5D=paid_promos) --- ## What Are the Top-Rated M&A Software Products in 2026? ### 1. [DD Navigator](https://www.g2.com/products/dd-navigator/reviews) DD Navigator is AI-powered M&A due diligence software that turns directly uploaded deal documents—or exports from an existing virtual data room—into cited findings, cross-document risk analysis, IC memos, and VDD reports. It supports buy-side and sell-side workflows without requiring a VDR, while also working alongside Datasite, Intralinks, iDeals, ShareFile, and other data rooms when one is already part of the deal. Every export includes sentence-level AI provenance and configurable human review and approval. Pricing is flat per deal or annual firm subscription, with no per-page metering. **Who Is the Company Behind DD Navigator?** - **Seller:** [SDLC Professionals](https://www.g2.com/sellers/sdlc-professionals) - **Year Founded:** 2008 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/sdlc-professionals-llc/ (1 employees on LinkedIn®) ### 2. [DealFlow OS](https://www.g2.com/products/dealflow-os/reviews) Deal Flow OS is a two-sided SaaS marketplace for buyers and sellers of Main Street businesses in the $1M–$5M revenue range. Buyers get a full deal pipeline CRM, SBA loan calculator, EBITDA estimator, LOI generator, deal structure builder, and AI due diligence tools. Sellers get an Exit Readiness AI assessment with scored valuations, action plans, and direct exposure to qualified buyers. **Who Is the Company Behind DealFlow OS?** - **Seller:** [DealFlow OS](https://www.g2.com/sellers/dealflow-os) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 3. [DiligentIQ](https://www.g2.com/products/diligentiq/reviews) DiligentIQ is a generative AI-driven platform designed to revolutionize private equity due diligence by enhancing analysis and uncovering hidden opportunities and risks. Developed by a team with deep expertise in private equity, DiligentIQ serves as a co-pilot for investment professionals, streamlining the due diligence process and empowering teams to focus on high-level analysis. **Who Is the Company Behind DiligentIQ?** - **Seller:** [DiligentIQ](https://www.g2.com/sellers/diligentiq) - **Year Founded:** 2023 - **HQ Location:** Morristown, US - **LinkedIn® Page:** https://www.linkedin.com/company/diligentiq/ (33 employees on LinkedIn®) ### 4. [Dobs AI](https://www.g2.com/products/dobs-ai/reviews) Dobs AI is an AI platform for end-to-end financial due diligence, built for CPA firms and private equity teams with enterprise-level security. Built and battle-tested by ex-Big 4 and business consulting practitioners on millions of general ledger lines and multiple entities per deal, the platform automates the full financial due diligence workflow from raw data ingestion to production-ready output. - SOC 2 compliant. No training on your data - Works directly with internal data rooms - Indexes every file and extracts structured data from messy PDFs, general ledgers, bank statements, and payroll records, - Runs standard analyses including proof of cash, customer concentration, net working capital, and EBITDA adjustments. - Generates a fully traceable workbook with live formulas in Excel, PDF or PowerPoint. Incorporates changes and regenerates updated workbooks and reports in your firm's format, PDF or PowerPoint. **Who Is the Company Behind Dobs AI?** - **Seller:** [Dobs AI](https://www.g2.com/sellers/dobs-ai) - **Year Founded:** 2024 - **HQ Location:** California, US - **LinkedIn® Page:** https://www.linkedin.com/company/dobs-ai (11 employees on LinkedIn®) ### 5. [EKNOW M&A Tools](https://www.g2.com/products/eknow-m-a-tools/reviews) For industrial-strength M&A. Software for the full M&A lifecycle. Step up to the true enterprise platform for high-performance M&A execution. Streamline and accelerate any facet of M&A. From strategy and sourcing to deal execution, due diligence, integration, and more. Now 5x faster, and easier to use than ever. Complete, Modular, Scalable. Build-in M&A playbooks and best practices. Powerful reporting, collaboration, and document features. Fully integrated data, workflows and access control. Uniquely modular and scalable – from a single M&A function to global M&A operations. Easy to buy and deploy. EKNOW M&A Tools are web-based. EKNOW-administered “SaaS” (Software as a Service). Always bundled with comprehensive implementation and ongoing collaborative support. Plus, unlimited technical support. All for a single annual fee to your organization. 25+ years of innovation. The latest M&A Tolls releases are more capable, fun, and easy to use than ever. Thanks to over 25 years of thoughtful client input and continuous in-house development. **Who Is the Company Behind EKNOW M&A Tools?** - **Seller:** [EKNOW Inc.](https://www.g2.com/sellers/eknow-inc) - **Year Founded:** 1998 - **HQ Location:** Arlington, US - **Twitter:** @eknowinc (10 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/eknow-inc (13 employees on LinkedIn®) ### 6. [ExitLaunch](https://www.g2.com/products/exitlaunch/reviews) ExitLaunch is an AI-powered business exit planning platform that helps business owners maximize their company's value. It automates valuations, assesses market readiness, and generates strategic action plans to ensure a smooth and profitable transition or sale. **Who Is the Company Behind ExitLaunch?** - **Seller:** [ExitLaunch](https://www.g2.com/sellers/exitlaunch) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 7. [Fintalo GmbH](https://www.g2.com/products/fintalo-gmbh/reviews) Fintalo is the AI-native operating system for M&A. Built to automate every deal from origination to close. We replace emails, Excel, and disconnected tools with one intelligent system, purpose-built for M&A advisors and investors. **Who Is the Company Behind Fintalo GmbH?** - **Seller:** [Fintalo](https://www.g2.com/sellers/fintalo) - **Year Founded:** 2024 - **HQ Location:** Munich, DE - **LinkedIn® Page:** https://www.linkedin.com/company/fintalo (9 employees on LinkedIn®) ### 8. [ListAlpha](https://www.g2.com/products/listalpha/reviews) ListAlpha is an AI-powered CRM built exclusively for private equity professionals, streamlining deal sourcing, pipeline management, and investor relations. Designed to handle the complexities of PE workflows, ListAlpha automates data capture, tracks deal progress, and centralizes communication, helping firms move faster and make better investment decisions. With built-in email integration, AI-driven deal intelligence, and customizable dashboards, ListAlpha eliminates manual data entry and enhances collaboration across teams. The platform also includes financial news and market tracking, keeping users informed of key developments that impact deal flow. Headquartered in London, UK, ListAlpha is backed by Mayfair Equity Partners. Purpose-built for private equity, ListAlpha offers a scalable, secure, and intuitive solution that improves efficiency from fundraising to exits. Whether managing investor relations or tracking acquisition targets, ListAlpha provides the tools needed to stay ahead in a competitive market. **Who Is the Company Behind ListAlpha?** - **Seller:** [ListAlpha](https://www.g2.com/sellers/listalpha) - **Year Founded:** 2022 - **HQ Location:** London, GB - **LinkedIn® Page:** https://www.linkedin.com/company/joinlistalpha/ (13 employees on LinkedIn®) ### 9. [M&AOP](https://www.g2.com/products/m-aop/reviews) M&AOP is an AI platform for M&A operations, purpose-built for corporate development teams and private equity firms. It spans the full deal lifecycle, from strategy and due diligence through post-merger integration and value capture. The platform anchors deal execution to strategic rationale through a structured framework called the Deal NorthStar. From each NorthStar, M&AOP generates deal-specific deliverables (diligence checklists, integration plans, risk assessments), validates strategic alignment across workstreams, and provides continuous governance so integrations stay on track with the thesis that justified the acquisition. M&AOP fills the strategic decisioning layer that sits between data sources (data rooms, CRMs, documents) and execution tools (Asana, Jira, Monday.com). It reads from and writes to existing tools in the M&A stack, functioning as a strategic orchestration hub rather than replacing any single point solution. Tiger Team M&A also provides strategic advisory services, including deal strategy workshops, integration readiness assessments, M&A capability building, and custom platform deployment. Solutions serve serial acquirers, PE firms managing portfolio-wide governance, and mid-market teams building their first programmatic M&A capability. Founded by Fortune 100 M&A practitioners with decades of cross-functional deal leadership experience. Key Features \* Deal NorthStar (structured strategic rationale per deal) \* AI-generated diligence checklists and integration plans \* Strategic alignment monitoring across workstreams \* Portfolio dashboard with cross-deal visibility \* Scenario simulation and strategy stress-testing \* Agentic advisory chat with M&A domain expertise \* KPI tracking and deal performance reporting \* Artefact inventory with version control and approval workflows \* Bidirectional integration with project management, data rooms, and CRM tools \* Role-based access controls and audit trail \* Zero-trust architecture with data isolation per organization **Who Is the Company Behind M&AOP?** - **Seller:** [Tiger Team M&A](https://www.g2.com/sellers/tiger-team-m-a) - **Year Founded:** 2024 - **HQ Location:** Seattle, US - **LinkedIn® Page:** https://www.linkedin.com/company/tiger-team-mna/ (3 employees on LinkedIn®) ### 10. [Marveri](https://www.g2.com/products/marveri/reviews) Marveri is the AI platform for M&A and financings, built for corporate and transactional attorneys and the deal teams they work with. Marveri reviews and organizes the contents of a target's data room, surfaces the provisions that change a deal, and produces first-draft diligence work product, including diligence memos, request lists, cap table tie-outs, disclosure schedules, and more, with every finding cited back to its source document. The automated disclosure schedule drafter is one example: upload the purchase agreement and the data room, and Marveri reads each representation and warranty, finds the responsive documents, and drafts a fully cited first draft of the schedules in Word, with professional conventions and formatting. It is SOC 2 Type II certified, with encryption of data in transit and at rest. **Who Is the Company Behind Marveri?** - **Seller:** [Marveri](https://www.g2.com/sellers/marveri) - **Year Founded:** 2023 - **HQ Location:** Cambridge, US - **LinkedIn® Page:** https://www.linkedin.com/company/marveri (14 employees on LinkedIn®) ### 11. [Mergerly](https://www.g2.com/products/mergerly/reviews) The first AI analyst for M&A Deal Origination **Who Is the Company Behind Mergerly?** - **Seller:** [Mergerly](https://www.g2.com/sellers/mergerly) - **Year Founded:** 2025 - **HQ Location:** Roncade, IT - **LinkedIn® Page:** https://www.linkedin.com/company/mergerly/ (5 employees on LinkedIn®) ### 12. [Navima](https://www.g2.com/products/navima/reviews) "Navima® is the intelligent way to do M&A. We provide a powerful, end-to-end platform purpose built for M&A that teams rely on to collaborate, guide deals and build playbooks for repeatable success. Navima supports the end-to-end M&A process across buy-side, sell-side and alliances – enabling teams to increase deal flow, bring consistency to M&A projects and make data-driven decisions. All documents, playbooks, tasks and reports are securely managed from one location, easily accessed via the cloud. Bottlenecks and silos are a thing of the past – the Navima platform brings everyone and everything together securely, in one place, all the time." **Who Is the Company Behind Navima?** - **Seller:** [Navima](https://www.g2.com/sellers/navima) - **Year Founded:** 2021 - **HQ Location:** London, GB - **LinkedIn® Page:** https://www.linkedin.com/company/navima-io (1 employees on LinkedIn®) ### 13. [Rejigg](https://www.g2.com/products/rejigg/reviews) Rejigg is a business-for-sale marketplace that connects owners of companies with $1M-$30M+ in revenue directly with vetted buyers. No brokers, no commissions for sellers. Buyers include private equity firms, search funds, family offices, and individual acquirers. The platform handles sourcing, matching, and facilitating introductions while owners maintain full control of the process. Rejigg has facilitated $10M+ in broker fee savings across completed transactions. **Who Is the Company Behind Rejigg?** - **Seller:** [Rejigg](https://www.g2.com/sellers/rejigg) - **Year Founded:** 2022 - **HQ Location:** San Francisco, US - **LinkedIn® Page:** https://www.linkedin.com/company/rejigg/ (31 employees on LinkedIn®) ### 14. [Riskova](https://www.g2.com/products/riskova/reviews) Riskova is an AI powered due diligence and risk intelligence platform for small business acquisitions. It is designed to help a buyer decide whether a business is worth pursuing, what the biggest risks are, and what needs to be verified before money or time is committed. **Who Is the Company Behind Riskova?** - **Seller:** [Riskova](https://www.g2.com/sellers/riskova) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 15. [Torch Partners](https://www.g2.com/products/torch-partners/reviews) Torch Partners is an independent investment bank specializing in mergers and acquisitions and private capital advisory services for the digital and technology sectors. Established in 2003, the firm operates from offices in London and Paris, providing high-quality, independent advice to leading technology businesses and top-tier investors. With a focus on sectors such as Digital Infrastructure, Software, Data & Analytics, FinTech, and Digital Consumer markets, Torch Partners has advised on over $15 billion in M&A transactions and raised over $1.5 billion in private capital over the past two years. Key Features and Functionality: - Mergers & Acquisitions : Offers comprehensive sell-side and buy-side advisory services, assisting clients through every stage of the transaction, including strategy, timing, structure, financing, pricing, negotiation, and closing. - Private Capital Markets: Provides capital raising and structuring advice to fast-growing technology companies, covering Series B & C through to pre-IPO financing rounds, primary and secondary transactions, equity, debt, and structured capital. - SPAC/IPO Advisory: Advises companies on accessing public markets through Special Purpose Acquisition Companies and Initial Public Offerings , guiding clients through financial and regulatory processes to ensure successful execution. Primary Value and Solutions: Torch Partners delivers independent, insightful, and strategic advisory services tailored to the unique needs of technology businesses and investors. By leveraging deep industry knowledge and a 'think like an investor' mindset, the firm helps clients navigate complex financial transactions, optimize capital structures, and achieve strategic growth objectives. Their commitment to building long-term relationships and providing uncompromising advice ensures that clients receive personalized solutions that drive value creation and success in the competitive technology landscape. **Who Is the Company Behind Torch Partners?** - **Seller:** [Torch Partners](https://www.g2.com/sellers/torch-partners) - **Year Founded:** 2003 - **HQ Location:** London, GB - **LinkedIn® Page:** https://www.linkedin.com/company/torch-partners/ (50 employees on LinkedIn®) ### 16. [ValuEdge](https://www.g2.com/products/valuedge/reviews) OneTriad’s main product, ValuEdge™, is a business valuation platform designed to help business owners, advisors (like attorneys, CPAs, and lenders), and other professionals get professional-grade business valuations more quickly and affordably than traditional valuation services. **Who Is the Company Behind ValuEdge?** - **Seller:** [OneTriad](https://www.g2.com/sellers/onetriad) - **Year Founded:** 2025 - **HQ Location:** Charlotte, US - **LinkedIn® Page:** https://www.linkedin.com/company/onetriad/ (1 employees on LinkedIn®) ## What Is M&A Software? [Financial Services Software](https://www.g2.com/categories/financial-services)