Stop Getting Shocked by Budget Overruns: Master M&A Advisor Fee Management

Unexpected advisor fee overruns can disrupt even the most carefully planned M&A deals. If you’ve struggled with managing budgets across multiple deals, it’s time to turn things around.

In our recent webinar, Stop Getting Shocked by Budget Overruns: Master M&A Advisor Fee Management," we showcased how leading organizations are taking control of advisor costs with SiSo Budget Tracker. This automated tool eliminates surprises and streamlines fee management across complex transactions.

During the session, Ekaterina Pimonova and Matthew Wallhead, Managing Directors at SiSo Technologies, shared actionable insights, including how to:

• Set and automate budgets by mandate, phase, or scope across multiple workstreams.
• Get real-time alerts before hitting critical budget thresholds (80%, 90%).
• Transform manual fee tracking into an automated “set and forget” system.
• Leverage comprehensive data insights to improve advisor performance and decision-making.
• Eliminate surprise budget overruns with automated fee request workflows.

Watch the clip to see the SiSo Budget Tracker in action and learn how it can revolutionize your fee management process.

Want more? Get in touch to access the full webinar recording to dive deeper into the tools and strategies shared during the session. Take control of your budgets and keep your M&A deals on track!