Case Study: Fiduciary Services Group scales M&A growth with Midaxo

Fiduciary Services Group scales from 1-2 to 4-6 deals annually with Midaxo

Fiduciary Services Group (FSG), a retirement services firm, wanted to evolve its M&A strategy from completing one or two opportunistic deals per year to becoming a programmatic acquirer. Their challenge was a lack of structure and repeatability, relying on manual processes like spreadsheets and email that could not support scaling to four to six deals annually without sacrificing quality. To address this, they turned to the vendor Midaxo and its M&A management platform.

Midaxo provided a centralized platform that replaced FSG's fragmented workflows, bringing organization and structure to their due diligence process. The solution delivered greater consistency, improved team coordination, and faster issue resolution. As a result, Midaxo helped FSG build a scalable M&A operation, enabling them to significantly increase their deal volume and execute four to six acquisitions per year.

Fiduciary Services Group