Turn M&A into ROI

Make acquisition faster and more profitable with Practifi’s Business Development app

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Take the Headache Out of Acquisition Activity

Managing acquisitions the old way – across siloed platforms with fractured, unscalable processes – wastes time and makes it more difficult to identify ideal acquisition targets. To drive real growth, key decision makers need an end-to-end transition management application built to improve efficiency, streamline workflows and accelerate the acquisition process.

A Better Way to M&A

Introducing Practifi’s Business Development app, designed specifically for RIAs, IBDs and networks that are actively acquiring.

A Single Platform for Growth Management

Unify your firm’s acquisition activity at the center of your operations, empowering you to qualify and quantity deals in your pipeline while seamlessly managing back-office tasks.

Repeatable, Scalable Processes

All growth activities progress through specific stages – consideration, contention, due diligence, onboarding and acquired – to ensure a consistent, standardized experience for your team and your prospects.

Ideal Target Monitoring

Easily identify ideal acquisition types for your firm with industry-specific reports and dashboards that allow you to track the amount of time spent on individual growth activities in relation to potential revenue generation.

Access All Your M&A Activity in a Single Place

From the 30,000-foot view to deep account details, everything you need to drive acquisition growth is right at your fingertips.

Never Miss an Opportunity

Get full transparency into upcoming action items, as well as open deals organized by status and BDR.

See the Full Picture

View your entire acquisition pipeline by stage, entity owner and AUM.

Dig into the Details

Within each opportunity, dive deep into required due diligence activities, upcoming deadlines and key member records.

Hear from our client: Mercer

“The Practifi Sandbox environments form a critical part of our delivery cycle because we have the ability to test and refine enhancements prior to releasing updates into our production environment, ultimately resulting in seamless roll-outs and increased product adoption. These environments also enable us to conduct training and prepare training materials ahead of any changes, ensuring a smooth delivery of product upgrades to our users.”

Narelle Howard
CRM Leader // Mercer

Ready to Accelerate Acquisition Growth?

Get in touch with the Practifi team today to learn more!

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