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We make sell-side M&A leaner

A platform built by M&A advisors for M&A advisors — not by investment bankers casting their commission logic into software.

André Beherzig, founder of mprofi AG since 1998

André Beherzig — Founder Mergixa

Over 25 years advising the Swiss mid-market has taken me through a dozen sell-side mandates — usually as IT architect setting up data rooms, sometimes as the seller's technical co-pilot. Mergixa is the platform we wished we had built fifteen years earlier.

On the sell-side, the most expensive hours are the ones a good advisor spends maintaining Excel lists instead of talking to the client.

— André Beherzig, Founder mprofi AG (1998), Beherzig Group

LinkedIn profile

Why now?

Three market shifts in 2024–2026 make sell-side tooling for Swiss mid-cap boutiques more relevant than ever.

Swiss SME succession wave

Estimates point to roughly 80,000 Swiss companies that need to be handed over in the next decade — many of them mid-cap family businesses without professionalised sell-side tooling.

revDSG entry into force (2023)

The revised Swiss Data Protection Act has tightened data-room standards — cross-border DD requires clearly documented data flows, disqualifying improvised SharePoint setups.

GenAI maturity 2024–2026

Generative AI enables Q&A preparation and risk-indicator extraction in 24 hours instead of 3 weeks — but only with controlled data-room architecture without cross-tenant data leakage.

Three clear differentiators

What sets Mergixa apart from Datasite, Drooms or Intralinks — domain arguments, no comparative advertising.

Sell-side first

Workflows from the seller's perspective rather than the buyer's data room: vendor-DD prep, Q&A routing between seller advisors and bidders, term-sheet comparison via the Jack Nasher framework.

Mid-cap scale

Multi-mandate tooling for Swiss boutique advisors (3–30 active mandates) — affordable, without the enterprise pricing of a CHF 3 bn deal tool.

Anti-vendor-lock-in

Data-room contents, Q&A history and audit trail downloadable any day as ZIP — contractual element, not a marketing promise.

In setup

Advisory board — three perspectives that keep us honest

Mergixa's methodology is reviewed quarterly by a three-member advisory board of Swiss domain experts. Recruiting in progress (4–8 weeks cycle time).

M&A veteran

Swiss mid-cap PE veteran or ETH/HSG CCF lecturer — reviews sell-side methodology and market relevance.

Recruiting in progress

Fiduciary association rep

TREUHAND|SUISSE or EXPERTsuisse — bridge to fiduciary audience and cross-sell value with Konkurse Abwenden.

Recruiting in progress

Corporate lawyer

Swiss lawyer with experience in mid-cap sell-side mandates and revDSG compliance — reviews ToS, privacy and contractual elements.

Recruiting in progress

Advisory-board roadmap

We deliberately start with an 'in setup' statement rather than pseudo-board cards. Once slots are filled, photo, name, qualification and LinkedIn link will appear per person.

  • Advisory profiles identified via Swiss fiduciary association network (4 weeks)
  • Engagement agreement: quarterly review + advisory briefing in newsletter every 3 months
  • Photo + name + qualification + LinkedIn published on About page
  • Advisory briefings published quarterly in the Mergixa newsletter — with topical clarity (no PR fluff)

Trust signals

revDSG / GDPR-compliant

Data residency Switzerland or Germany. revFADP and EU GDPR compliance auditable.

Swiss / EU hosting

Hetzner Falkenstein DE / Infomaniak Geneva. No US-cloud risk (no Cloud Act exposure).

256-bit AES

End-to-end encryption in the data room. TLS 1.3 for all connections.

Mergixa is a sub-brand of Beherzig Group. Parent firm mprofi AG has advised the Swiss mid-market on digitalisation since 1998 — with the same non-negotiable principles: open source first, anti-vendor-lock-in, Swiss quality.

Ready for the next step?

Get in touch for a personal demo.

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