Practice Area Guides

Corporate M&A

From first look at the data room through final negotiation, August helps M&A lawyers review contracts, flag risk, and structure diligence findings across hundreds of documents—so your team gets to strategy faster.

Focus on the Deal, Not the Data Room

M&A work demands speed without sacrificing accuracy. August reviews contracts, flags risk, and structures diligence findings across hundreds of documents, so your team walks into strategy sessions prepared instead of buried in first-pass review.

Proof metrics: August ranks #1 in Output Usefulness by Legal Benchmarks, with an 8.13 Output Usefulness Score and BAND 1 for Highest Workflow Support.

Document Review: Risks Flagged Before You Start

Paste any SPA, APA, or merger agreement into Assistant. August flags unusual provisions, surfaces risk, and generates a structured issues list with clause-level citations and negotiation asks. Your team walks into first-pass review ready to negotiate instead of hunting for problems.

What this looks like in practice:

  • Upload a target's material contracts and get a prioritized issues list within minutes

  • Each issue links to the exact clause language with line citations

  • Issues include suggested negotiation asks based on your position

  • Review reps, warranties, indemnities, and non-standard language in one pass

Tabular Review: One Structured View for the Entire Data Room

When you need to compare terms across dozens or hundreds of contracts, Tabular Review extracts key terms, tabulates findings across every contract, and flags what matters. Your deal team gets an executive summary and a management Q&A list within minutes.

Common document sets in M&A:

  • Customer contracts: assignment clauses, change of control provisions, termination rights

  • Employment agreements: non-competes, severance terms, equity provisions

  • IP assignments: ownership clarity, license restrictions, encumbrances

  • Financing docs: covenant compliance, default triggers, consent requirements

Each extracted answer traces back to source text through citations, so you can verify and defend every finding.

Negotiation Support: Your Strongest Position for Every Clause

Paste draft clauses and your side's goals into Assistant. August maps market-standard positions and generates alternative formulations—aggressive, middle-ground, and protective—each with rationale. This gives you language you can use directly on calls and in markups.

How lawyers use this:

  • Generate counterproposals during live negotiations

  • Understand which positions are market-standard versus aggressive

  • Get alternative language with rationale for each formulation

  • Apply suggestions directly in Word with tracked changes

Workflows Built Around How You Negotiate

Apply firm standards consistently across deals using Playbooks. Define preferred positions, fallback language, and red flags once—then apply them across every agreement in the data room. This standardizes how your team triages and discusses contract risk without losing deal-specific judgment.

Integrations That Fit Your Deal Workflow

August plugs into the tools you already use:

  • Microsoft Word: live redlining and playbook checks without leaving the document

  • Outlook: email summaries and action items from deal correspondence

  • SEC EDGAR: filing research integrated into your workflow

Your document system, deal workflows, and communications tools remain unchanged.

Enterprise-Grade Security for Deal Data

Deal data is the most sensitive information your firm handles. August is built with:

  • Single-tenant deployment: your environment stays separate

  • AES-256 encryption: data protected at rest and in transit

  • Ethical walls: matter-level access control

  • No training on your documents: your data is never used to train models

August maintains ISO 27001:2022 and SOC 2 Type II certification.

Next Steps

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