FinTech / M&A

In the M&A business, discretion, structure and reliability are decisive. Our three products in this vertical address different phases and actor types of a transaction — from broad buyer outreach through operational due-diligence work to the specific requirements of institutional investors.

Our products in this vertical

• Mergixa — End-to-end platform for M&A transactions in the DACH mid-market
• Scrutare — Operational due-diligence tools for buyer teams and advisors
• PE DD Platform — Specific DD layer for private-equity houses (in development)

Why we are active here

The DACH mid-market is facing a wave of succession transactions. The generation of founders who built companies in the 1970s and 1980s is handing over today or in the coming years. At the same time, the established data-room and M&A tools are predominantly in American hands, which — for sensitive transaction data — amounts to a creeping transfer of control.

We build tools for advisors, buyers and sellers who want to keep that control. Hosting and data storage are located in Switzerland. The products are not positioned as a cheap alternative to the large providers, but as a deliberate choice for those who do not treat data sovereignty as an afterthought.

Swiss regulatory context

Transactions involving Swiss parties are subject to the Swiss Code of Obligations (OR), supplemented in specific cases by the Merger Act (FusG). The processing of personal data of key employees within the data room is subject to the revised Swiss Federal Act on Data Protection (revFADP). For cross-border transactions, data transfers to third countries are additionally tied to stricter conditions.

For Swiss sellers and for advisors with Swiss mandates, the choice of a Swiss data-room provider is therefore not merely a matter of convenience, but a tangible compliance simplification. Our three products take account of this circumstance.