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

Will Barden Named Among The Consulting Report’s Top 25 Strategy Leaders of 2025
By Will Barden December 11, 2025
Will Barden, Partner, has been named among "The Consulting Report's" Top 25 Strategy Leaders of 2025. Click here to read more about the award.
Investing in Pharma Technology: A Healthcare Breakfast Discussion
By Rob Larson & Jordan Abrams December 8, 2025
In partnership with Raymond James and Farragut Square Group, Grant Thornton Stax recently hosted a breakfast event to share our investment analysis of the Pharma Technology market.
Miriam El-Baz & Connor Novy Honored as Consulting Magazine Women Leaders
December 2, 2025
Miriam El-Baz and Connor Novy were recognized at the Consulting Magazine Women Leaders awards to highlight the outstanding contributions made by women in consulting. Read more.
Featured in Financier Worldwide—Accelerating value in PE carve-outs: strategy and execution
By Phil Dunne & Peter Rodrigues-Renon November 11, 2025
Financier Worldwide discusses strategy & execution for accelerating value in carve-outs with Phil Dunne and Peter Rodrigues-Renon at Stax, including Gerard Nichol at Grant Thornton. Read more.
Key Considerations for Investors Exploring the Automotive Retail Tech Value Chain
By Sameer Tejani & Max Massaro November 6, 2025
Investment focus in automotive technology continues to broaden beyond OEMs to the core service ecosystem. Read what Sameer Tejani and Max Massaro see in the market.
Grant Thornton Stax Provides Sell-Side Support to SteelEye on its Merger With FundApps​
November 3, 2025
Grant Thornton Stax supported SteelEye, a leading trade and communications surveillance and data analytics platform, on its recent merger with FundApps. Read about the deal here.
Show More