Branded deal rooms
Launch confidential opportunities with buyer-specific access, data-room controls, buyer-visible materials, and activity tracking.
Private deal marketplace software for business brokers
Turn deal flow into a smarter buyer marketplace.
BrokerMarket OS gives business brokers and M&A advisors a branded portal for managing sellers, buyers, live deal rooms, standardized financials, buyer search agents, activity tracking, and secure document distribution.
Built by PM Technologies
Multi-industry broker workflow
Precision HVAC Services
Buyer-visible deal room with standardized financials
Revenue$7.2M
Adj. EBITDA$2.4M
Margin33.4%
Buyer ActivityViewsDownloads
Strategic acquirer124
Private equity group82
Family office51
A complete operating layer for private lower-middle-market deal flow.
Replace scattered spreadsheets, email chains, file links, and buyer lists with a single secure marketplace designed around how business brokers actually work.
Standardized financial model
Convert seller-provided inputs into a consistent financial view, exportable to Excel and ready for buyer review.
Buyer search agents
Let buyers save criteria and receive one clean notification when a newly launched deal matches one or more of their agents.
Seller onboarding
Give sellers a secure portal to upload documents, review profile information, and participate in a structured deal preparation workflow.
Buyer community intelligence
Track views, favorites, requests, and document downloads so brokers can understand buyer interest and prioritize follow-up.
Industry-specific guardrails
Admin-managed industry focus lists and sanity thresholds help normalize deal data while keeping warning logic configurable.
Why brokers need more than a virtual data room.
A data room stores files. BrokerMarket OS helps brokers run the entire marketplace: sellers, buyers, deal assignments, financial normalization, search agents, activity intelligence, and buyer requests.
✓
Control who knows each deal exists
Assign opportunities at the buyer-account level before or during launch.
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Help buyers find the right deals faster
Search by industry, radius, revenue, EBITDA, margins, and saved agent criteria.
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Standardize the story before buyers see it
Normalize financials, apply sanity checks, and export an Excel model from the same source of truth.
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Know what buyers are actually doing
Use activity logs and buyer community analytics to manage follow-up with confidence.
BrokerMarket OS is designed to become the broker's private marketplace, not just another place to upload PDFs.
Built by PM Technologies for brokers who want repeatable, data-driven deal execution.From seller onboarding to buyer engagement.
The platform organizes the lifecycle of a deal into a workflow your team can repeat across industries and mandates.
Prepare
Create seller profiles, collect files, import financial inputs, and establish industry-specific review thresholds.
Normalize
Review standardized financial statements, sanity warnings, and deal metrics before the opportunity goes live.
Launch
Assign eligible buyer accounts, publish the deal, and notify users whose saved search agents match the opportunity.
Engage
Monitor buyer activity, manage requests, control data-room access, and export standardized Excel financials.
Purpose-built for every participant.
Each role sees the workflow, data, and help content appropriate to their responsibilities.
Admins
- Manage sellers, buyers, users, and industry settings
- Launch deals to specific buyer accounts
- Review activity logs and buyer community engagement
- Maintain standardized financials and Excel downloads
Sellers
- Access a secure portal for onboarding
- Upload financial, operational, legal, and diligence documents
- Keep profile details current
- Support a more organized preparation process
Buyers
- Search assigned live deals
- Create multiple saved search agents
- Favorite opportunities and submit requests
- Download authorized data-room materials and financials
Ready to turn your deal list into a private marketplace?
PM Technologies can configure BrokerMarket OS for business brokers, M&A advisory firms, and industry-specific acquisition platforms.
Contact PM Technologies