One self-hosted M&A platform for post-merger IT integration.

M&A Flow is a self-hosted post-merger IT integration platform that maps acquired applications, data sources and owners, then executes tracked migrations. M&A Flow brings inventories, ownership, migration decisions, risks, approvals and transfer activity into one Deal Workspace, with AI-assisted discovery kept under human review.

Your deal data stays in your own environment, because M&A Flow is self-hosted. The platform is deployed into infrastructure you control, uses storage and identity systems you already run, and sends no acquisition data to a vendor-hosted service.

M&A Flow is designed so your existing controls keep applying rather than being replaced. Self-hosted deployment means your certified infrastructure, encryption, retention and access review processes continue to govern the data, while role-based access and a complete audit history contribute evidence to those control sets. M&A Flow does not hold certifications on your behalf.

M&A Flow uses AI across six capabilities: discover, structure, enrich, connect, prioritize and assist. AI can propose applications, data repositories, owners, departments, duplicates and relationships from connected sources and imported files, then rank what is missing or blocking migration and answer questions about the landscape; stakeholders review and confirm those findings before they become part of the inventory.

M&A Flow does not let AI make migration decisions. AI assembles the relevant signals, such as planned retirement, target dependencies, retention indicators and recent activity, and suggests a likely migration strategy for review, while Migrate, Archive, Retain or Destroy stays a human decision with the approvals your governance model requires.

M&A Flow can suggest the department and owner most likely responsible for a discovered application or data source. AI uses signals such as application users, repository owners, identity provider groups, organizational directories and metadata, shows why each candidate was proposed, and leaves the assignment to a person to accept or change.

M&A Flow automates the coordination work around integration decisions rather than the decisions themselves. Assessments can be assigned to confirmed owners, reminders and escalations can follow a schedule, approval routes can vary with sensitivity, readiness checks can flag records missing an owner, target or decision, and every step is recorded in the activity timeline.

M&A Flow can support application discovery from connected enterprise systems and imported datasets, rather than relying only on spreadsheets and interviews. AI-assisted discovery can identify potential applications, normalize names, detect duplicates and highlight missing ownership, and every result stays reviewable before it enters the register.

M&A Flow can help identify and organize data repositories from supported connected sources such as enterprise cloud storage, collaboration platforms, CMDB extracts and imported inventories. That picture links where data resides, who owns it, which application it relates to, and what should happen to it during integration.

M&A Flow uses AI-assisted import to interpret spreadsheet structures and suggest how source columns should map to standard fields. Different labels such as Business Owner, System Owner or Application SME can be aligned to the same fields, and users review the mapping before any information is committed.

M&A Flow replaces fragmented trackers with connected application, data source, ownership and migration records. Existing Excel or CSV inventories can be imported, while automation can assist with field mapping, normalization, duplicate detection, missing-information flags, follow-ups and status tracking, without making a spreadsheet the system of record.

A Migration Event is the tracked unit of migration work M&A Flow creates from an approved inventory record. For connected cloud stores, M&A Flow can copy files between Box, Google Drive and Amazon S3 as that Migration Event, with progress, per-file results and the original business context kept together.

M&A Flow tracks the migrations it does not perform. In-app Data Transfer covers file moves between connected Box, Google Drive and Amazon S3 locations, from the acquired organization into the acquiring one or between systems inside it. Anything beyond that, such as a database migration or an application replatform, stays in M&A Flow as a Migration Event carrying its owner, scope, status and evidence while a specialist tool performs the move. Teams keep that Migration Event current in one of two ways: connect the external tool so its metadata and progress flow into M&A Flow, or record milestones, evidence and completion as manual entries.

M&A Flow structures migration decisions around each application and data source. Teams can capture Migrate, Archive, Retain or Destroy together with ownership, rationale, approvals, target systems and related transfer activity, including the applications and data that must be ready for Day 1 or a TSA exit.

M&A Flow holds the layer those three leave empty: the acquired-asset inventory, the migration decisions taken against it, and the data transfer that follows. A CMDB describes the estate you already run, a PMI tracker manages tasks rather than assets, and spreadsheets lose ownership and audit history as the deal moves. M&A Flow does not have to replace ServiceNow, LeanIX or an existing CMDB.

M&A Flow supports one-to-many application mappings without duplicating the source application record. Each target mapping can carry its own migration decision, status, notes and related information.

M&A Flow keeps data sources connected to owners, applications, migration decisions, target destinations and transfer activity. Status monitoring can highlight records without an owner, destination, decision or required next action before data sits indefinitely in staging or legacy environments.

M&A Flow is designed for organizations that regularly manage acquisitions, mergers, carve-outs or strategic partnerships, and for teams responsible for M&A IT integration, data migration, application rationalization, IT PMO, data governance and integration management. The same workspace can support partner onboarding when the work is discovering systems, assigning owners, assessing data and migrating what should move.

M&A Flow is not limited to pharmaceutical and life sciences companies. The same M&A software workflow (discovery, ownership, assessment, rationalization, migration decisions and execution) exists across industries, including financial services, manufacturing, technology, healthcare, energy and professional services.

M&A Flow can provide a portfolio-level view across multiple deals while keeping separate inventories, stakeholders, decisions, risks and migration activities for each integration or partner programme. That makes M&A Flow an M&A and partnership management tool with a repeatable model, rather than a one-off tracker rebuilt for every deal.

M&A Flow runs as a set of containers alongside a document database and a job queue, so a platform team that already operates containerised workloads can host it. No agents are installed on acquired systems; connections to repositories and identity systems are configured per deal and only where your organization allows them.

M&A Flow controls access per deal through roles and permissions. Each acquisition has its own Deal Workspace, so acquirer and target staff can work in the same platform while seeing only the deals they are assigned to, and every access-relevant change is recorded in the activity timeline.

Everything stays with you, because the M&A Flow deployment is yours. Export the reports and audit history for internal audit, keep the workspace as the record of what moved and why, or archive it with your other systems. Nothing has to be retrieved from a vendor.

M&A Flow is licensed in three self-hosted editions: Basic, Premium and Enterprise. Each edition is quoted per organization. Basic covers the Deal Workspace inventory, playbook, findings and manual Migration Event tracking. Premium adds Storage Explorer, in-app file transfer between Box, Google Drive and Amazon S3, and AI file categorization. Enterprise adds Entra / M365 discovery and Administration. Contact M&A Flow with your deal volume so we can walk through the options.