Run every mandate like a bulge bracket.
Summex is the deal platform for boutique M&A and advisory firms. Run your transactions and advisory operations with bulge-bracket discipline — without the bulge-bracket overhead.
Sell-side M&A · Buy-side M&A · Capital raises · Import your book in minutes
Active pipeline
$375M in flight
Northwind Materials
Industrials · Sell-side
Cedar Health Group
Healthcare · Buy-side
Lumen Robotics
Technology · Growth
Built for every mandate a boutique runs
System of record
Built around how deals actually get done
Companies are your source of truth. Deals run on a staged pipeline. Tasks capture the work. Notes and activity keep the full history in one place.
No more reconstructing a mandate from a dozen spreadsheets and email threads — it's all connected.
Companies
Your system of record — every client, target, and counterparty.
Deals
A staged pipeline for each mandate, from first call to close.
Tasks
Typed work drawn from the real IB task taxonomy.
Pipeline
Your pipeline, every stage
Move each mandate through the six stages an IB deal really runs: Exploration, Engagement, Buyer Prep, Marketing, Diligence & Execution, and Close. Always know where every deal stands.
Northwind Materials
Sell-Side M&A- Exploration
- Engagement
- Buyer Prep
- 4MarketingIn progress
- 5Diligence & Execution
- 6Close
Task taxonomy
The IB task taxonomy, built in
Typed tasks across the four categories of real IB work — Deal Execution, Client & Business Development, Process Management, and Ad Hoc — each tagged with the tools your analysts already use.
Deal Execution
- Financial model
- Pitch book / CIM
Client & Business Development
- Prospect research
- Target list
Process Management
- Data room & diligence
- IOI / bid tracking
Ad Hoc / Last Minute
- Public comps pull
- Page by tomorrow
Onboarding
Bring your book
Already tracking your franchise in Excel? Import your existing book of companies and deals in minutes — map your columns once and you're live.
current_book.xlsx
142 companies · columns mapped
+ 138 more
Why Summex
The operating system for your franchise
Built for the way independent banks actually win and run mandates.
Less admin, more deals
Stop running mandates out of scattered spreadsheets and inboxes. One place for companies, deals, and the work that moves them forward.
Look bulge-bracket
A staged process, a clean task taxonomy, and a single source of truth — the operating rigor of a top bank, sized for a boutique.
Own your deal intelligence
Every company, contact, and transaction stays yours. Build a durable record of your franchise that compounds with every deal.
Run your next mandate on Summex
Bring your book over from Excel in minutes and put every deal on a single, staged system of record.