One connected system for mandates, buyer lists, outreach, diligence, data room files and fees.
Manage an advisory firm’s deals in one system. Each mandate carries its engagement terms, team, counterparties and stage. Buyers and targets share one database. Outreach and confidentiality steps are logged, diligence requests have owners, and time, retainers and success fees sit on the same mandate.
- Mandate types, stages, fee terms and access rules set as your firm works
- Contacts, buyer lists and open mandates migrated
- Edits to stages, templates and report layouts handled by GullySystem staff when asked
GullySystem configures Mergers and Acquisitions Firm Management Software for advisory houses that run their mandates through it. Partners, associates, analysts, compliance and finance staff work from it. Every deal carries its terms, counterparties, outreach, diligence requests, files, time and fees, so any colleague can pick up a live deal.
What goes wrong before the software.
How the work flows through it, step by step.
- 1
Mandate
The engagement is recorded with client, type, fee terms, exclusivity, term and team, after the firm’s conflict check.
- 2
Preparation
Teaser, memorandum and long list are drafted. Every draft of a document is kept, and the buyer list is drawn from the shared database.
- 3
Outreach
Each approach is logged by party and person. Confidentiality agreements are tracked until signed, before detail is released.
- 4
Indications and diligence
Interest, questions and diligence requests are logged by counterparty, with owners and dates for each answer.
- 5
Offers and negotiation
Offers are recorded by round with terms noted. The team sees where each party stands and what was agreed.
- 6
Closing and billing
Closing documents are tracked to signature, success fees are invoiced, and the mandate file is closed and archived.
What is inside.
Every module can be switched on, left out or changed to match how your team already works.
The business modules it is built from.
Each one is also available on its own, or inside a system built for you.
- Contract Management
Engagement letters are stored with their fee terms, exclusivity and term, so a partner can read what was agreed with the client.
- Workflow and Approvals
A new mandate cannot open until compliance and the relevant partner have each approved it, and both decisions are dated.
- Contact & Account Management
Companies and the individuals who work there are held as separate linked records, with the mandates each has seen.
- Pipeline Management
Counterparties sit on a board by stage for each mandate, so the team sees who is in which round at a glance.
- Task Management
Every diligence request has a single owner and a due date, and stays open until the file or answer is received.
- Project Document Management
Files shared in a process are indexed by folder and version, with a record of which parties may open each folder.
- Roles and Permissions
Rights are set by role and by mandate, so a restricted deal stays closed to everyone outside its named team.
- Invoice Management
Retainer, milestone and success fee invoices are raised from the engagement terms, with recoverable expenses attached where they apply.
How we would put it in.
Setup, data migration, integrations and anything built on top.
One system, each person sees their part.
For partners
See live mandates, counterparties by stage, fees expected and the decisions waiting on you.
For associates and analysts
See your mandates, the outreach list, open diligence requests and the files to be prepared.
For compliance
See conflict checks, restricted mandates, agreements outstanding and who has access to what.
For finance and operations
See engagement terms, time booked, invoices raised, success fees expected and expenses to recover.
The numbers the owner asks for.
- Live mandates by stage and lead
- Counterparties by stage for each mandate
- Confidentiality agreements outstanding
- Diligence requests open and overdue
- Time booked by mandate and person
- Fees invoiced and expected by mandate
- Mandates won, closed and lapsed by sector
Who this is built for.
- Boutique advisory firms running sell-side mandates
- Buy-side advisers who search for targets for clients
- Corporate finance teams inside larger accountancy practices
- Business brokers who handle owner-managed company sales
- Investment banking teams that cover a sector
- Firms that advise on mergers between peers
When it is not the right choice.
- A firm running a single mandate at a time can use a tracker and a folder.
- A private equity house that manages its own portfolio will find the private equity product closer to fund and portfolio reporting.
Adapted to your business before it goes live.
You are not handed a login and left to it. The product is set up around your records, your people and the tools you already use.
Works alongside
- Calendar
- Document storage
- Data room provider links
- Accounting software export
- E-signature service
Questions owners ask before a demo.
Does it work for sell-side and buy-side mandates?
Yes. A mandate has a type with its own stages, so a sale process and a target search are tracked in the way each really runs.
Is the data room itself held here?
The system indexes files and permissions around a mandate. Either a hosted data room is added or an existing one is linked, and the quotation says which.
How are confidential mandates kept apart from other staff?
A restricted mandate is visible only to the named team. Others cannot see its counterparties, notes, files or fees.
Is a buyer list reusable across mandates?
Yes. Investors and companies live in one database with their history, and a new mandate can start from a filtered list.
Does it track confidentiality agreements?
It tracks each one by party, version, sent date and signed date, and holds the signed copy. The legal wording stays with your counsel.
Can time and expenses feed fee invoices?
Yes. Hours by person and recoverable expenses are recorded per mandate and can be pulled into invoices where the engagement terms allow.
Are our current mandates and contacts loaded for us?
Yes. Your sheets can supply contacts, buyer lists and live mandates, and a partner inspects a sample of the imported records before anyone relies on them.
What leaves with us if we stop using it?
Mandate records, contacts and files belong to the firm. Taking them out in a usable format is covered in the quotation from the outset.
How is it priced?
The cost follows user count, mandate volume and integrations. You see a demonstration on a mock mandate first, then a written quotation.
Wondering what it costs? Six questions give you a written scope and the buckets any quote should separate.
Businesses that use this.
See Mergers and Acquisitions Firm Management Software with your own data.
Tell us how you run things today. We’ll show you the parts that matter to you and say plainly what would need changing.
- No obligation
- A reply within one business day
- Your details stay private
Start with your requirements
Seven short steps that tell us what you need. An engineer reads them before getting in touch.
Share your requirements