Online Booking for
Mergers and Acquisitions

Mergers and Acquisitions professionals know that time is money, and Breely ensures every second counts. Our platform simplifies scheduling for client meetings, due diligence sessions, and contract reviews, eliminating back-and-forth communication. By automating reminders and optimizing resource allocation, Breely lets you focus on closing deals while we handle your calendar.

Summit Capital Advisors

Step 1 of 3

Acquisition Consultation

An in-depth meeting to assess potential acquisition opportunities, analyze company synergy, and address client objectives for a seamless and successful transaction.

Market Analysis Review

A comprehensive discussion to evaluate market conditions, competitor landscapes, and strategic growth opportunities tailored for business expansion or acquisition planning.

Breely Scheduling for Mergers and Acquisitions

Maximize efficiency and focus on deal-making with Breely's tailored scheduling solutions. Our platform empowers Mergers and Acquisitions firms to streamline client appointment management, reducing no-shows through automatic reminders and saving countless hours with resource optimization. Whether arranging acquisition consultations or in-depth market reviews, Breely modernizes your operations so you can focus on driving successful transactions.

Take control of your schedule and amplify productivity with Breely. Designed for Mergers and Acquisitions professionals, our platform automates every element of appointment management—from booking to reminders—to ensure no time is wasted. Start simplifying your processes and delivering unmatched client satisfaction with the ultimate scheduling tool.

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Features

With Breely, Mergers and Acquisitions firms can reduce scheduling errors, save time on administrative tasks, and enhance client experiences. Automated appointment reminders minimize missed meetings, while seamless calendar management ensures optimal time and resource utilization. By integrating these features, professionals can focus on high-stakes decision-making and bolstering client relationships rather than juggling schedules.

Scheduling

Booking for 1:1 appointments
Group classes, events, and workshops
Book staff and other resources like seats, lanes, bays, and more.
Booking for multiple staff, locations,and time zones

Design

Design beautiful forms, scheduling, and messages
Personalize colors, themes, and more to match your brand
Integrate directly into your website

Messaging

Send text messages & emails
Automate messaging to deliver the right message at the right time

Integrations

Connect to Google, Apple iCloud, and Microsoft 365
Embed directly into your website
Integrate with thousands of other apps via Zapier
Developer tools for custom integrations

Forms

Collect information from clients at any point
Gather leads, enrich scheduling, collect follow-up info, and more
Advanced customization and conditional sections for the perfect experience

Automation

Automate any workflow
Trigger based on events from forms, scheduling, and more
Re-engage lapsed clients, convert leads to customers, and provide delightful tailored messaging to clients