Stax Provides Sell-side Support to M-Files on its Majority Investment from Haveli and Bregal Milestone​

Stax Provides Sell-side Support to M-Files on its Majority Investment from Haveli and Bregal Milestone​

August 23, 2024
August 23, 2024

Share

Stax congratulates M-Files, the leading platform for knowledge work automation, on its investment from Haveli Investments and Bregal Milestone. Stax provided sell-side support working with M-File's management team.​


The M-Files knowledge work automation platform leverages generative artificial intelligence (GenAI) and automation to enhance the productivity of knowledge workers. M-Files streamlines the entire process, from document creation and management to workflow automation, external collaboration, enterprise search, security, compliance, and audit tracking. Built on a metadata foundation, M-Files delivers an exceptional AI experience with robust connectivity, confidentiality, and curation features.


For more details on our experience in the space, please contact the Stax team:

M-Files logo
BregalMilestone logo
M-Files logo
BregalMilestone logo
M-Files logo
BregalMilestone logo
Haveli Investments logo

For more details on our experience in the space, please contact the Stax team: 

Ben Bugg

Jake Bies

Ben Bugg

EMEA Financial Sponsors Coverage

About Stax

Stax is a global management consulting firm serving corporate and private equity clients across a broad range of industries including software/technology, industrials, business and information services, healthcare and HCIT, consumer, and tradeshows and events. 

Read More

The MSP Landscape: Ripe for Consolidation, Expansion, and Expertise-Led Differentiation
By Tyler Veit, Tyler Michaels, Luke Scheibel, & Yiwei Jiang October 28, 2025
The MSP sector offers durable growth through recurring revenues, industry-specific specialization, and ecosystem partnerships—while AI introduces new opportunities. Read more.
Phil Dunne Featured on The Consulting Report's Podcast: Top Consultant
By Phil Dunne October 23, 2025
Stax Managing Director Phil Dunne recently joined the Top Consultant podcast hosted by The Consulting Report, to discuss his career and Grant Thornton Stax. Listen to the show here.
Grant Thornton Stax Honored with Prestigious OnCon Icon Top 100 Award
October 22, 2025
Grant Thornton Stax has been awarded the esteemed OnCon Icon Top 100 award for its excellence in marketing. Click here to read about the award.
Grant Thornton Stax Supports TrustArc Acquisition by Main Capital Partners​
October 22, 2025
Grant Thornton Stax recently supported TrustArc, a leading provider of privacy compliance and data protection solutions, on its acquisition by Main Capital Partners. Read more here.
Six Cybersecurity Themes Private Equity Investors Should Know Leaving 2025
By Marissa Licursi, Tyler Michaels, & Yiwei Jiang October 20, 2025
Grant Thornton Stax has compiled this report outlining several key investment themes, based on our prior work with cybersecurity assets throughout 2025 to date. Read more here.
Robert Lytle & Phil Dunne Named Top 25 PE Consultants & Leaders of 2025
By Robert Lytle & Phil Dunne October 20, 2025
Robert Lytle and Phil Dunne were named amongst The Top 25 Private Equity Consultants and Leaders of 2025. Click here to read more about the list and The Consulting Report.
Show More