Case Study: Aquin achieves faster, higher-quality M&A documents with Templafy

How Aquin enhances M&A deal outcomes with better documents

Aquin, a German M&A advisory firm founded in 2009, needed a faster way to turn unstructured content into high-quality client documents under tight deadlines. The team relied on Excel to manage templates and struggled to keep wording, imagery, and brand identity consistent across presentations, spending too much time on formatting. To solve this, Aquin adopted Templafy’s document automation and brand control platform.

With Templafy, Aquin gave employees access to approved templates, customer data, and branded content directly in the tools they already use, helping standardize document quality and speed up presentation creation. The rollout reached 100% adoption across the workforce, improved employee satisfaction, and delivered faster turnaround times, better company valuations and strategic analysis, and very positive feedback from clients and investors.

Aquin

Petra Cisneros

Mergers & Acquisitions Associate