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

Stax Sector Spotlight: Home Health
By Darren Buskirk June 13, 2025
From unskilled daily support to skilled clinical care, home health is transforming care delivery—and attracting serious investor interest in 2025. Click here to learn more about home health.
Navigating the Evolving Landscape of Youth Sports Management Platforms: Insights from the Field
By Owen Tindle June 13, 2025
From grassroots clubs to elite academies, youth sports software is becoming indispensable. Owen Tindle discusses how leading platforms are capturing share. Read more here.
Anuj A. Shah Featured on The Consulting Report's Podcast: Top Sustainability Consultant
By Anuj A. Shah June 11, 2025
Stax Managing Director Anuj A. Shah recently joined the Top Sustainability Consultant podcast hosted by The Consulting Report. Listen to the full podcast here.
Unlocking Value Post-Acquisition: How a Pricing Diagnostic Can Drive Margin and Growth
By Alex Erines June 11, 2025
Alex Erines outlines Stax Pricing Diagnostic product, designed to help sponsors and management teams pinpoint actionable insights and improve profitability fast. Click here to learn more.
Accelerating FSM Adoption in the UK and Emerging PE Opportunities
By Palash Misra & Andrew Keller June 11, 2025
UK FSM adoption lags behind the US—but structural tailwinds are aligning. Palash Misra and Andrew Keller explore how investors are capitalizing on a greenfield opportunity. Read more.
Six Key Takeaways from the Stax Consumer Survey
By Samantha Pinkes & Marko Begonja June 10, 2025
Stax Consumer group recently conducted a survey identifying consumer sentiment, revealing multiple key takeaways across several industries. Click here to see the results.
Show More