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: 

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

Featured by ION Analytics: Private equity pays up for scale amid youth-enrichment platform scarcity
By Luke Scheibel • October 21, 2026
Luke Scheibel was interviewed by ION Analytics, where he shared his perspective on PE's rising interest in youth sports and the evolving investment considerations around them. Read more.
Paul Edwards & Robert Lytle Named Top PE Consultants & Leaders 2026
By Paul Edwards & Robert Lytle • October 21, 2026
Grant Thornton Stax is pleased to announce the naming of both Paul Edwards and Robert Lytle to The Consulting Report's Top Private Equity Consultants and Leaders of 2026. Read more here.
Feat. by Reuters: Chinese automakers make tech-led pitch for EU car market
By Brad Kuntz • October 16, 2026
Brad Kuntz was interviewed by Reuters to discuss how Chinese automakers are reshaping traditional perceptions of luxury in the EU automotive industry. Read the full story here.
The Investment Case for Experiential Marketing Agencies: Growing Mission Criticality of Live Events
By David Lindsay • October 15, 2026
Experiential marketing agencies are transforming into strategic partners, and enterprise clients are valuing agencies that create relationships built on trust and operational excellence. Read more.
Feat. by Reuters: Chinese put EU carmakers under pressure at Paris show
By Brad Kuntz • October 9, 2026
Brad Kuntz shared his perspective with Reuters on China's growing focus on the EU automotive and EV markets, as well as the pressure from their turnout at the Paris Motor Show. Read more.
Featured by Bezinga: Health Care PE Is ‘No Longer An Easy Source Of Returns'
October 8, 2026
Rob Larson was featured by Bezinga, offering his expert insights on the current state of healthcare within PE and why investments continue to be made in the industry, Read more.
Show More