Solutions – Private Equity & Family Offices
The best targets never reach a process.
Source the mid-market platforms, add-ons and succession situations based on ownership and financial depth.
Trusted by private equity investors and family offices
Why transact
Depth where the mid-market sits.
Most platforms fail to provide validated data and insights where the German-speaking mid-market sits: owner-managed companies with little press coverage and accounts that disclose as little as legally possible. transact provides best-in-class financials, maps the shareholders behind companies, determines key contacts and makes each company discoverable by how it creates value.
transact
- Reads the published accounts of owner-managed companies
- Maps the shareholders and their age structure
- Searches value chains, business models and industry codes
- A source behind every figure, defensible in pipeline meetings
Traditional databases
- Cover mainly listed and recently funded companies
- Owner-managed mid-market is thin or missing
- Classify by industry code, not a company’s value proposition
- A name appears only after it raises or files
Use cases
How PE teams put transact to work.
Source off-market targets
The AI Agent scans value chains to surface proprietary targets, including founder-led companies.
Build the add-on universe
Map a fragmented market and identify add-ons that fit a platform thesis, with revenue and margin profile.
Spot succession situations
Track generational-handover signals across the mid-market, from shareholder age structure to changes in management.
Screen against your thesis before the pipeline meeting
Ask anything across every candidate at once and qualify with answers whose source you can show.
Monitor the portfolio and the market
Always-on signals on ownership changes, competitor moves, new entrants and growth in your sectors.
The impact
to a qualified shortlist
behind every candidate
beyond traditional databases
Data & integrations
One company graph. Into every tool you use.
transact resolves registry filings, financials, ownership and web signals into one source-linked graph, then delivers it wherever your team already works.
Source-linked end to end and refreshed continuously. The same graph runs behind every workflow on this page.
Your AI Agent
Meet the AI Agent.
Brief the AI Agent, like you would brief an analyst. It runs the thesis across the company graph and returns a structured, source-linked longlist, then keeps working the deal from origination to exit.
See what the AI Agent does →Define the thesis. Sector, size, ownership, geography, in plain language.
The AI Agent does the research. Millions of companies and 1bn+ data points, connected.
Review source-linked output. Every figure traces back to its filing.
Act. Export, shortlist, reach the right people, move to a decision.
Customer voices
“transact has become part of how we source. It surfaces mid-market targets we’d never have found through traditional channels. transact gets us to a qualified shortlist in a fraction of the time.”
Run it on your next thesis.
Book a demo and bring a live thesis. You see the longlist transact returns for it, not a prepared demo.