M&A Tools


M&A Tools includes hundreds of great productivity and automation features, which work across many or all tool modules. M&A Tool features make reporting, integration, processing, communicating, collaborating, and project planning easier – and even fun.

Many of these integration and reporting features are unique to EKNOW M&A Tools. Schedule a demo today, and see the newest M&A Tools features live.

M&A Tools Exclusive

M&A User Interface 3.0

  • Consistent UI across all M&A Tools
  • Learn in one tool – then use every tool
  • Naturally, progressively unpacks detail
  • Hides complexity; enables power users
  • Attractive, engaging & professional
  • Every UI element polished & rethought
  • Scientific use of colors and symbols
  • Intuitive icon language used throughout

New Reporting

  • Attractive new charts & graphs
  • Professional status dashboards
  • Completely modular and reconfigurable
  • Periodic team status reporting & automation
  • Filtering: More powerful, even easier to use 
  • Roll-up / drill down


  • E-mail integration
  • Discussion threads
  • Automatic alerts
  • Cross-team requests
  • Automated data calls
  • Team announcements
  • Dashboard publication


  • Team- & project-based collaboration
  • Team calendars
  • Unique, secure share function
  • eknow exclusive iMemos
  • Discussion threads
  • Team folders
  • File versioning
  • Change tracking
  • Cross-team request tracking
  • More


  • Drag and drop documents
  • Full document search by contents
  • Extensive, M&A-specific metadata
  • Custom metadata
  • Powerful access control
  • File versioning
  • Check-in / check-out
  • Document review workflows
  • Mass upload/download
  • Readable thumbnails
  • .ZIP archive upload / download
  • Full audit trail
  • Clean Room

Experience the Ultimate M&A Tool Kit


Project Management

  • Project outlines of any depth
  • Gantt charts
  • Seamless integration with Value Capture, KPI, Talent Selection, Document Room, RAID and other modules
  • Project stage-gating option
  • Full-featured dependencies
  • Real-time Dashboard views
  • EKNOW-exclusive views (ask to see)
  • Specifically optimized for PMI (post merger integration) or transformation initiatives
  • Track Day 1, Critical Path deliverables, more
  • Automatically re-synchronize schedule to projected Day 1 (close) adjustments
  • Rich Dependency tracking and management
  • Customizable project tags and metadata
  • Import data from other PM applications
  • Unique EKNOW “heat map” views show where problems lie
  • Infinite drill-in/back-out
  • Easier for most users than traditional PM tools, yet more effective for M&A-specific projects

Data Entry

  • Attractive new interface
  • Forms dramatically easier to use
  • Data highly organized
  • New: Infinite drill-in back-out
  • Powerful change tracking features
  • Time saving mass-change features
  • Create your own custom tags
  • Easy to use filter & search
  • View data as tables, outlines, roll up, more
  • Manage all M&A data types + custom types
  • Import/export via Microsoft Excel format


  • Get started quickly by importing your current data
  • Import / export in MS Excel format
  • Easy to use MS Excel templates
  • Import via drag and drop
  • Import / export virtually every data type
  • Import deals, projects, integration plans, diligence checklists, and much much more


  • Easy to navigate icon-based interface
  • Simple new point-and-click operation
  • Direct link for EKNOW support requests
  • Create, import, or clone Projects from templates
  • Create your own user accounts on-demand
  • Assign users to projects, teams, oversight groups, etc.
  • New configuration control panel (system-wide and project-specific)
  • Define business units, teams, special access teams
  • Post and manage announcements
  • Manage alerts and automated communications
  • User Project NDA Control Panel
  • Edit custom metadata, system-wide and project-specific
  • User Activity analytics features
  • Unprecedented administrative control and visibility
    (Business, Enterprise and Partner platforms)


Partner-only Features

  • Integrated operations platform
  • Cross-clients management dashboard
  • Consultant activity tracker
  • Client usage analytics
  • Change request tracker
  • Help & Policy content editor
  • System status metrics
  • System Admin access level
  • Configuration tools
  • Client system branding
  • Much more