AtlanticM&A — Agentic Transformation OS

Run the integration once. On one backbone. One source of truth.

From sign to TSA exit — Day 1 plan, TSA Tracker, synergy modelling, 100-day playbook, Change Management, board-grade reporting. Same backbone, every deal.

Certifications, filings and independent assessments

75 PatentsFiled and pending
AWS PartnerNetwork member
SOC 2 Type IIIn progress
ISO 27001In progress
Pen TestedIndependent, 2026
GDPRCompliant
AES-256Encryption at rest
FIDO2 / MFAPasskeys + TOTP

Eight pillars on one platform

The institutional methodology that Big 4 firms charge per engagement — running continuously across all your deals.

Day 1 + cutover

Day 1 plan, cutover sequence, customer/supplier comms, leadership all-hands prep — all live against one shared tracker. No spreadsheet sprawl.

TSA Tracker + Virtual Walk the Walls

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.

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Synergy modelling + realisation

Track every synergy claim from underwrite → realised. Quarter-by-quarter progress. Roll-up reports for IC, board, sponsor.

100-day playbook

Functional + cross-functional workstreams (IT, HR, Finance, Operations, Legal, Commercial) — templated playbooks, RAID logs, RACI.

Stakeholder Co-Pilot

Persistent co-pilot for every stakeholder. 90-second briefings, AI-recommended strategies with tried/worked feedback loop, voice queries.

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Report Centre

Steering Committee decks, integration scorecards, synergy reports — generated from live project data, refreshed in minutes, not days.

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'Hey Atlantic' voice

Voice-driven coaching between meetings. 'Brief me on the CFO before my 3 pm.' Hands-free during travel and walk-the-walls.

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Change Management module

Cultural integration, comms cadence, leadership alignment, adoption tracking — runs alongside the operational integration plan.

Pick the tier for your team

Same backbone across every tier — capacity and white-label features change up the stack.

Independent / Independent Plus

$500–1,250/mo

Solo consultant · 1–2 projects

Best for: Independent sponsors and solo M&A consultants

See Independents
Most popular

Pro

$26,250/yr

Up to 7 users · 3 active projects

Best for: Corp Dev teams running 1–3 deals per year

Start free trial

Pro Plus

$43,750/yr

Up to 12 users · 5 active projects

Best for: Active acquirers and PE operating partners

Start free trial

Enterprise

Custom

Unlimited users · unlimited projects

Best for: Global Transformation Offices, multi-portco funds

Speak to sales

See full pricing for add-ons, account hold, and tier-by-tier feature comparison.

Common questions

Does this replace my project management tool (Smartsheet, Asana, MS Project)?

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 argument

How long does it take to onboard a live deal?

Solo 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.

Does the AI score the deal or recommend integration timing?

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.

What about cross-border deals — language, jurisdiction, compliance?

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

This is your programme.

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?

Run it here, then hand it over.

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 it

Run the playbook yourself, deal after deal.

14-day free trial. No credit card. SOC 2 Type II observation underway · 75 patents filed.