Best M&A Software for Medium-Sized Businesses in 2025

M&A Software Quick Facts for Medium-Sized Business Users

Content below is current as of June, 2024

Reviews Summary: The Best M&A Software for Medium-Sized Businesses

At G2 we have some of the most definitive data on the best M&A software for medium-sized businesses. G2 users have generated 567 M&A software reviews and associated data from users working for mid-size companies. We have identified 36 individual M&A products offering the features, pricing and support that medium-sized companies look for when comparing M&A software and solutions. These reviews are generated using the qualitative and quantitative feedback from G2 members working in medium-sized companies and who have used these M&A software products.

When G2 reviewers submit their software reviews, they often provide information on the type of company they work for and what market segment they belong to. We break these different market segments into three distinct groups:

Small Business M&A Software Reviews (< 50 employees)
Mid-Market M&A Software Reviews (51–1,000 employees)
Enterprise M&A Software Reviews (1,001+ employees)

Medium-sized businesses have their own unique requirements when it comes to M&A software compared to small or enterprise companies. That is why these individual software reviews are especially helpful when comparing product set up, ease of use and overall cost.

Below you will find FAQs and review snippets for M&A software that works well for mid-market companies. Reviews are written by G2 users with real-world experience using these products.

FAQs About M&A Software for Medium-Sized Businesses

What are the best M&A software products for mid-size businesses, according to G2 reviewers?

Acquire.com - 4.9-stars, 280 reviews from reviewers at mid-size companies.
DealRoom - 4.3-stars, 65 reviews from reviewers at mid-size companies.
Sourcescrub - 4.5-stars, 42 reviews from reviewers at mid-size companies.
iDeals Virtual Data Room - 4.7-stars, 38 reviews from reviewers at mid-size companies.
Grata - 4.8-stars, 36 reviews from reviewers at mid-size companies.

What M&A software products do reviewers from mid-market companies like most?

Acquire.com - 4.9-stars, 280 reviews from reviewers at mid-market companies.
Grata - 4.8-stars, 36 reviews from reviewers at mid-market companies.
Midaxo - 4.8-stars, 29 reviews from reviewers at mid-market companies.

Which M&A software products do medium-sized companies rate the highest on G2?

Acquire.com - 4.9-stars according to 280 professionals at medium-sized businesses.
Grata - 4.8-stars according to 36 professionals at medium-sized businesses.
Midaxo - 4.8-stars according to 29 professionals at medium-sized businesses.
iDeals Virtual Data Room - 4.7-stars according to 38 professionals at medium-sized businesses.
Sourcescrub - 4.5-stars according to 42 professionals at medium-sized businesses.

How many M&A software reviews are from users working in medium-sized businesses?

The 567 reviews for mid-size M&A service providers on G2 vary often. Specific review details for the nearly 36 M&A providers can be found below.

Reviews by Industry: Financial Services, Investment Banking, and Information Technology and Services

Reviews by Industry: M&A Software for Mid-Size Companies

G2 currently has 64 M&A software reviews from users working in medium-sized companies across multiple industries. These reviews and associated data help G2 provide those working in mid-size companies find the right M&A software products for their specific industry. Features, support, and usability needs differ from industry to industry, making it a challenge to find the best M&A software for medium-sized businesses.

The M&A software reviews and FAQs below were chosen specifically because they reflect the experiences of G2 users working at medium-sized companies in industries that commonly use M&A software.

Industry-Specific M&A Software FAQs for Mid-Market Businesses

Which industries are most medium-sized business M&A software reviewers working in?

10.7% of reviewers work at Financial Services companies.
9.1% of reviewers work at Investment Banking companies.
6.6% of reviewers work at Information Technology and Services companies.

Which M&A software products are the best for medium-sized Financial Services companies?

iDeals Virtual Data Room is rated 4.7-stars and has 38 reviews from professionals at medium-sized companies.
Sourcescrub is rated 4.5-stars and has 42 reviews from professionals at medium-sized companies.
DealRoom is rated 4.3-stars and has 65 reviews from professionals at medium-sized companies.

Which M&A software products are the best for mid-size Investment Banking companies?

Grata is rated 4.8-stars with 36 reviews from mid-size company professionals.
iDeals Virtual Data Room is rated 4.7-stars with 38 reviews from mid-size company professionals.
DealRoom is rated 4.3-stars with 65 reviews from mid-size company professionals.

Which M&A software products are the best for mid-market Information Technology and Services companies?

iDeals Virtual Data Room: 4.7-stars, 38 reviews from reviewers at mid-market companies.
Sourcescrub: 4.5-stars, 42 reviews from reviewers at mid-market companies.

What titles do the M&A software reviewers have at their mid-size businesses?

G2 users who review M&A products for mid-market companies often have titles like:

Customer Advisor – Grupo Intercom
Coach de Negocios y Productividad Personal y Empresarial

Medium-Sized Business M&A Software Reviews from Popular Industries

Below you will learn what reviewers from medium-sized companies liked and disliked about the M&A software products that are popular in their industries.

Industry	What Reviewers from Medium-Sized Businesses Liked	What Reviewers from Medium-Sized Businesses Disliked
Financial Services	Sourcescrub: "Ease of use, super functional and robust" - Gabe S., Mid-Market (51-1000 emp.) Read Review
Investment Banking	Datasite Diligence: "Searching tools, grouping tools, allocating responsibilities, organizing folders" - Oliver V., Mid-Market (51-1000 emp.) Read Review
Information Technology and Services	iDeals Virtual Data Room: "The messaging system is great. Users can add notes, messages can be connected to the specific document or to the group of them." - Sana M., Legal Officer - Генезис, Mid-Market (51-1000 emp.) Read Review

Reviews by Features

M&A Software Feature Reviews from Professionals at Medium-Sized Businesses

Knowing the features of any software tool, app or platform are crucial when you are a professional working at a mid-size company. That’s why G2 has users from medium-sized businesses review the 49 features of popular M&A software products for quality, usability, and support. These M&A software features are analyzed and rated throughout the 491 M&A software reviews created by G2 users. Detailed, market segment-specific feedback can help you determine if a particular M&A software product has the attributes and functionality best for your market segment.

There are standard features across all the M&A software products reviewed on G2. Below we’ve listed the highest-rated standard features of M&A software products along with some of the core attributes that help drive the performance of those features:

Formatting (97% average rating)
- Style Editor (97% rating)
Content (97% average rating)
- Idea Recommendation (97% rating)
- Content Generation (97% rating)
- Form Generation (95% rating)
Product Type (95% average rating)
- Standalone Application (95% rating)
- Plugin (95% rating)

M&A Software Features FAQs from Professionals at Mid-Market Companies

Below you will find answers to frequently asked questions about the features of M&A Software asked by G2 reviewers working at mid-size companies.

What are the most important M&A software features for mid-market companies and professionals?

Drag and Drop Upload - 339 G2 reviews and a 94% rating.
Data Import & Export Tools - 34 G2 reviews and a 95% rating.
Lead Builder - 33 G2 reviews and a 95% rating.
Content Generation - 16 G2 reviews and a 97% rating.
Idea Recommendation - 13 G2 reviews and a 97% rating.

What are the best M&A software products with Drag and Drop Upload features for medium-sized companies?

iDeals Virtual Data Room 4.7-star rating from 38 reviews.
DealRoom 4.3-star rating from 65 reviews.
Intralinks Virtual Data Room 3.6-star rating from 22 reviews.

What are the best M&A software products with Data Import & Export Tools features for medium-sized businesses?

Grata 4.8-star rating from 36 reviews.

What are the best M&A software products with Lead Builder features for mid-market companies?

Grata 4.8-star rating from 36 reviews.

What are the best M&A software products with Content Generation features for mid-size companies?

Eilla AI 5-star rating from 1 reviews.

What are the best M&A software products with Idea Recommendation features for mid-size companies?

Eilla AI 5-star rating from 1 reviews.

Below are the M&A software features that G2 reviewers from medium-sized businesses like best and least for the top-rated products.

Product	Highest Rated Features	Lowest Rated Features
Eilla AI	Here are three features users from mid-market companies love the most about Eilla AI: Formatting Content Product Type	Here are three features users from medium-sized businesses love the least about Eilla AI: Analysis Audio Collaboration
Acquire.com	Here are two features users from mid-market companies love the most about Acquire.com: Deal Management Collaboration	Here are one feature user from medium-sized businesses love the least about Acquire.com: Virtual Data Room
Gain.pro	Here are three features users from mid-market companies love the most about Gain.pro: Financial Information Analysis Market News	Here are three features users from medium-sized businesses love the least about Gain.pro: Collaboration Data collection Deal Management
Grata	Here are three features users from mid-market companies love the most about Grata: Deal Management Lead Intelligence Lead Generation	Here are three features users from medium-sized businesses love the least about Grata: Virtual Data Room Analysis Financial Information
Midaxo	Here are two features users from mid-market companies love the most about Midaxo: Collaboration Deal Management	Here are one feature user from medium-sized businesses love the least about Midaxo: Virtual Data Room

Product

Highest Rated Features

Lowest Rated Features

Eilla AI

Here are three features users from mid-market companies love the most about Eilla AI:

Formatting
Content
Product Type

Here are three features users from medium-sized businesses love the least about Eilla AI:

Analysis
Audio
Collaboration

Acquire.com

Here are two features users from mid-market companies love the most about Acquire.com:

Deal Management
Collaboration

Here are one feature user from medium-sized businesses love the least about Acquire.com:

Virtual Data Room

Gain.pro

Here are three features users from mid-market companies love the most about Gain.pro:

Financial Information
Analysis
Market News

Here are three features users from medium-sized businesses love the least about Gain.pro:

Collaboration
Data collection
Deal Management

Grata

Here are three features users from mid-market companies love the most about Grata:

Deal Management
Lead Intelligence
Lead Generation

Here are three features users from medium-sized businesses love the least about Grata:

Virtual Data Room
Analysis
Financial Information

Midaxo

Here are two features users from mid-market companies love the most about Midaxo:

Collaboration
Deal Management

Here are one feature user from medium-sized businesses love the least about Midaxo:

Virtual Data Room

Best M&A Software for Medium-Sized Businesses

G2 Deals

This is how G2 Deals can help you: