Day 1 + cutover
Day 1 plan, cutover sequence, customer/supplier comms, leadership all-hands prep — all live against one shared tracker. No spreadsheet sprawl.
AtlanticM&A — Agentic Transformation OS
From sign to TSA exit — Day 1 plan, TSA Tracker, synergy modelling, 100-day playbook, Change Management, board-grade reporting. Same backbone, every deal.
The institutional methodology that Big 4 firms charge per engagement — running continuously across all your deals.
Day 1 plan, cutover sequence, customer/supplier comms, leadership all-hands prep — all live against one shared tracker. No spreadsheet sprawl.
Track every TSA you are consuming from the seller. Cutover sequencing, addendum drafting as scope shifts, dependency mapping — exit each service as your own capability comes online.
Feature pageTrack every synergy claim from underwrite → realised. Quarter-by-quarter progress. Roll-up reports for IC, board, sponsor.
Functional + cross-functional workstreams (IT, HR, Finance, Operations, Legal, Commercial) — templated playbooks, RAID logs, RACI.
Persistent co-pilot for every stakeholder. 90-second briefings, AI-recommended strategies with tried/worked feedback loop, voice queries.
Feature pageSteering Committee decks, integration scorecards, synergy reports — generated from live project data, refreshed in minutes, not days.
Feature pageVoice-driven coaching between meetings. 'Brief me on the CFO before my 3 pm.' Hands-free during travel and walk-the-walls.
Feature pageCultural integration, comms cadence, leadership alignment, adoption tracking — runs alongside the operational integration plan.
Same backbone across every tier — capacity and white-label features change up the stack.
$500–1,250/mo
Solo consultant · 1–2 projects
Best for: Independent sponsors and solo M&A consultants
See Independents$26,250/yr
Up to 7 users · 3 active projects
Best for: Corp Dev teams running 1–3 deals per year
Start free trial$43,750/yr
Up to 12 users · 5 active projects
Best for: Active acquirers and PE operating partners
Start free trialCustom
Unlimited users · unlimited projects
Best for: Global Transformation Offices, multi-portco funds
Speak to salesSee full pricing for add-ons, account hold, and tier-by-tier feature comparison.
Different category. Smartsheet, Asana, and MS Project are passive task ledgers — humans do the work, the tool records it. AtlanticM&A is an Agentic Transformation OS where AI agents read a project-specific contextual web (workplans, stakeholders, meetings, RAID, synergies, TSA, change signal) and act on it. We import existing trackers from Smartsheet / SmartDraw / SharePoint as part of onboarding so live deals stay live.
Read the full category argumentSolo consultant on Independent: same day, self-serve. Pro / Pro Plus: typical onboarding is 1–2 weeks including data import from existing trackers. Enterprise: 4–6 weeks including SAML/SSO, security review, MSA + DPA, and CSM kick-off.
No. AtlanticM&A explicitly does not build composite go/no-go scores or auto-recommendations on deal data. Atlantic Intelligence supports analysis, methodology coaching, and reporting — IC and integration sequencing decisions stay with humans. Data presentation only.
15-language support across project data, meeting intelligence, and reports. GDPR-compliant by architecture. Per-project data residency available on Enterprise (EU / UK / US). Region-specific compliance variants for stakeholder data handling.
Running it yourself
Your workspace, your team, your governance. Work plans, RAID and the steering pack live where the people doing the work already are.
Delivering this for a client?
Same methodology, same quality, one consultant. When the engagement ends, transfer the project to the client account: they keep the method, the history and the reporting, not a folder of final documents.
See how independents use it14-day free trial. No credit card. SOC 2 Type II observation underway · 75 patents filed.