Build Your M&A Center of Excellence
Make your playbook the buy-side operating standard. Upload your internal playbooks, templates, and training. Assign role-based tracks across functions. Capture post-mortems to keep it current—so execution improves deal after deal.
Your Best Practices Die in Decks
Every deal creates hard-won insight—then it disappears into a shared drive, someone's inbox, or "ask the person who ran the last one." Next deal, teams start from scratch. New hires guess. Functions misalign. Value leaks.
"If your process lives in someone's head, you don't have a process."
Turn Deal Experience Into a Repeatable Operating Standard
A Center of Excellence combines your internal content with M&A Science content into one searchable, role-based system. It aligns corp dev, integration, finance, legal, HR, IT, and operators around the same cadence, the same templates, and the same decision logic.
Four Capabilities That Scale M&A Execution
Create
Build your private playbook.
Upload internal training materials, templates, workflows, and deal guides directly into the platform. Embed video, documents, and presentations—then organize by role, deal stage, and resource type. You maintain direct editing access so your playbook stays current.
- Internal training decks and onboarding docs
- Diligence checklists and request lists
- Integration playbooks and Day 1 guides
- Deal governance and decision cadences
- Role-specific templates and examples
- Functional workflows (Finance, HR, Legal, IT, Ops)
Assign
Get the right track to the right people.
Automated enrollment delivers role-based tracks to corp dev, integration, finance, legal, HR, IT, and business leaders the moment they join a deal. Combine your internal content with M&A Science tracks so teams learn one standard way of working.
- Automated enrollment by role or team
- Custom learning paths tailored to your org
- Assign tracks before deals start (or during active deals)
- Track completion and readiness across functions
Practice
Learn by doing, not just reading.
Scenario-based exercises and role-play simulations let teams practice decision-making before they're in the live deal. Test red-flag diligence, negotiate retention terms, and respond to integration surprises so that when it happens for real, they've already practiced the moves.
- Decision frameworks under pressure (customer concentration risk, valuation adjustments)
- Stakeholder conversations (retention negotiations, Day 1 communications)
- Cross-functional coordination (diligence-integration handoffs, IC presentations)
- Red flag escalation and response protocols
- Real-world scenarios from 400+ operator interviews
Evolve
Keep your standard current.
Run post-deal retrospectives to capture what worked and what broke, then update your templates, cadences, and workflows directly in the platform. Your playbook stays current because lessons learned become your new baseline immediately.
- Post-deal retros structured by stage and function
- Direct editing access to update templates in real-time
- Capability gaps flagged and addressed before the next deal
- Common failure modes documented and shared
- Execution consistency tracked over time
Operationalize Buyer-Led M&A™ Across the Whole Deal Team
A COE only works if it reaches beyond corp dev. This is how you implement the five pillars across every function involved in deals—not just the deal team.
Never M&A on Impulse
Unified Process, Tools & Data
Win-Win Approach
The Buyer-Led M&A™ Framework
Synchronized Diligence & Integration
Built for Scalability
For Organizations Running Multiple Deals (or About To)
Corp Dev Leaders
Build predictable, repeatable execution across deals.
Integration / IMO Leaders
Standardize post-close cadence and value capture.
Functional Leaders
Finance, HR, Legal, IT, Ops: each gets role-specific tracks.
Private Equity Teams
Enable deal teams, portfolio ops, and operating partners with one standard.
Every Function Gets What They Need
Not every seat needs the same content. The COE delivers role-specific tracks, templates, and workflows, so finance learns finance work, HR learns HR work, and no one drowns in irrelevant content.
Corp Dev
PE Portfolio Ops
Integration / IMO
Finance
Legal
HR / People Ops
Operations
Strategy
Corp Dev
PE Portfolio Ops
Integration / IMO
Finance
Legal
HR / People Ops
Operations
Strategy
Execution, Not Just Training
This isn't training for training's sake. Teams practice real scenarios and ship real deliverables, so execution improves immediately.
- Diligence planning and weekly decision rhythm
- Integration planning during diligence
- Retention planning for key leaders
- Synergy ownership, milestones, and KPI cadence
- Carve-out readiness and TSA planning
Private Content Library
Upload your internal playbooks, templates, and workflows. Organize by role, stage, and function with direct editing access to keep it current.
M&A Science Content Access
Full Intelligence Hub, Skill Tracks Coming Soon, templates, practitioner sessions, and operator frameworks from 400+ deals.
Automated Role-Based Enrollment
Deliver the right tracks to the right people automatically: corp dev, integration, finance, legal, HR, IT, and ops all get tailored learning paths, by integrating with your HRIS or SSO system.
Scenario-Based Practice
Role-play simulations and decision exercises so teams practice execution before they're in the live deal.
Learning Analytics
Track completion, engagement, and readiness across roles and functions. See who's prepared before deals start.
Direct Editing Access
Your team maintains direct access to update templates, workflows, and content, so your playbook evolves with every deal.
Multi-Week Implementation
Dedicated onboarding to structure your playbook, configure role-based paths, build custom scenarios, and train your team on platform administration.
Trusted by dealmakers who ship
Enterprise Pricing & Implementation
Enterprise pricing scales based on team size, implementation scope, and ongoing support needs. Implementation includes multi-week onboarding to structure your playbook, configure role-based paths, build custom scenarios, and train platform administrators.
- Team size (number of seats across functions)
- Content volume (how much internal content you're uploading)
- Custom scenario development
- Implementation timeline and support level
- Ongoing platform administration training
Stop Relearning. Start Repeating.
Build a Center of Excellence that turns deal experience into a repeatable operating standard—so new hires ramp faster, teams execute cleaner, and every deal makes the next one better.