Fiduciary Services Group Embraces Midaxo for M&A Strategy Overhaul
Investor News | Jun 12, 2025 | EIN
Fiduciary Services Group (FSG) has strategically chosen Midaxo, a renowned M&A software platform, to transform its merger and acquisition activities into a structured, scalable program. As articulated by Christian Fulmino, FSG's Head of Corporate Development and M&A, this transition is a critical component of the company's growth strategy. Midaxo's platform is expected to enhance the efficiency and quality of FSG's M&A processes through improved organization, diligence, and analytics reporting, marking a significant move towards sustainable growth. Midaxo CEO, Jude McColgan, has expressed enthusiasm over partnering with FSG, emphasizing the platform's capabilities in driving targeted inorganic growth. FSG, a leader in retirement services, operates through a comprehensive suite of subsidiary companies, while Midaxo offers a cutting-edge work management solution tailored to meet diverse corporate development needs, boasting an impressive track record of facilitating large-scale transactions.
Sectors
- Financial Services
- Software as a Service (SaaS)
Geography
- United States – Both Fiduciary Services Group and Midaxo operate or have significant market presence in the United States.
Industry
- Financial Services – FSG operates within the financial services industry, focusing on retirement services such as recordkeeping, compliance, and investment advisory.
- Software as a Service (SaaS) – Midaxo provides a software platform for M&A activities, categorizing it within the SaaS industry, helping companies drive corporate development and M&A processes.
Financials
- 5x more targets, 50% reduction in diligence time, 40% acceleration in value realization – Midaxo's reported benefits in managing M&A activities.
Participants
| Name | Role | Type | Description |
|---|---|---|---|
| Fiduciary Services Group | Target Company | Company | A leader in retirement services, focusing on recordkeeping, compliance, and investment advisory services. |
| Midaxo | M&A Software Provider | Company | A leading platform offering M&A and corporate development solutions through advanced software capabilities. |
| Christian Fulmino | Head of Corporate Development and M&A at FSG | Person | Leads FSG's transition to a structured M&A strategy. |
| Jude McColgan | CEO of Midaxo | Person | Heads the company providing M&A solutions to FSG. |