SolutionsSingle Transaction
The one deal that has to go right.
A first acquisition, or a once-in-a-decade one, doesn't come with an integration team or a playbook. Sherpa brings both, from diligence through year one.
Not quite your setup? Private EquityCorporate DevelopmentFamily Offices

No PMO required.
Every workstream on one plan, with owners, dependencies and milestones from close to year one.
Nothing falls between two people, and you always know what's next.
Scout runs the plan the way an experienced integration lead would.

Top-firm playbooks, built in.
The phased lifecycle, stage gates, Day 1 structure and workstream templates are built on the playbooks the top advisory firms charge millions for.
You get the rigor of a top-tier engagement, and it doesn't leave when the deal closes.

Ask the documents anything.
Get answers from the data room with the source cited, limited to what each person is cleared to see.
A buyer without a diligence team still gets the answer, and the page it came from.
Adrian has read every document in the room.

What you'll use
Where most teams start.
Everything else in Sherpa is there when the deal needs it.
Virtual Data Room
Keeps working after diligence
ExploreDiligenceAI Due Diligence
Answers from the documents, with the source
ExploreCloseDay 1 Readiness
Legal and operational Day 1, sequenced
ExploreClose / IntegrateM&A Project Management
Run the deal without a tracker
ExploreIntegrateIntegration Management
Every workstream moving together
ExploreCreate valueValue Creation
From the thesis to delivered value
Explore