Acquisition Engine

M&A software for professional services

From long list to hundred-day plan.

Acquisition Engine runs the whole acquisition of an accountancy, audit or tax practice in one system — finding the firms, approaching them, running the deal room and diligence, and landing the integration.

Built for acquirers who are buying more than once.

11deal stages, origination to review
3,387firms in the live target universe
44diligence requests, ready to send
100day integration plan on completion

One spine, eleven stages

Most acquirers run origination in a spreadsheet, outreach in a mailbox, diligence in a shared drive and integration in someone's head. Every handover loses something. This is one system instead, and every deal moves through the same stages.

  • Strategy
  • Long list
  • Qualified
  • Contact
  • Evaluation
  • Offer
  • Diligence
  • SPA
  • Completion
  • Integration
  • Review
01

Origination

Find and score every firm that fits the brief

02

Outreach

Approach them, and keep the replies on the deal

03

Deal room

A structured data room with a full access log

04

Diligence

Forty-four requests, with guidance on each

05

Valuation

Fees or profit, earnout, clawback, downside

06

Integration

The hundred days after completion

Due diligence request list
44 requests · 7 sections
F1Fee list by client, last 3 yearsreceived
F4Recurring vs one-off splitsatisfied
C2Client concentration, top 10issue
P3Staff contracts and noticerequested
R1PI cover and claims historyoutstanding

A deal room that opens itself

Nine folders, forty-four diligence requests and a hundred-day plan, all opened at the stage that needs them. Nobody opens a diligence list before they need it, and by the time they need it they are busy.

  • Data room at offer, request list at diligence, integration plan at completion
  • Every request carries guidance on what to look for and a risk rating
  • Question and answer threads against the deal, not in email
  • Every view and download logged against the user and the deal

Inside the deal room

Who it is for

Buy-and-build platforms

Backed consolidators acquiring repeatedly, who need every deal run the same way and reported the same way.

Growing practices

Firms buying fee blocks and small practices from retiring principals, where the constraint is finding them, not funding them.

Audit firms

Acquirers with a registered-auditor requirement, working from the statutory audit register by city or region.

All three in detail →

See it on your own mandate

The most useful demo is against a real brief — what you are buying, where, and at what size. You will see your own long list, not a demo account.

Request a demo