Your dedicated AI partner for market intelligence, deal sourcing, and board-ready analysis — tailored to your M&A strategy.
The same team, dramatically more reach.
Track 10-15 markets with weekly intelligence instead of 2-3. Competitive moves, funding events, leadership changes, regulatory shifts — surfaced and synthesized on your cadence.
Screen 70M+ companies systematically. Curated shortlists, fit-scored and profiled, surfacing candidates that bankers and database searches miss. Your pipeline never goes stale.
Investment memos, IC decks, market studies, integration playbooks — produced in days instead of weeks. In your templates, at your quality standard, reviewed by M&A professionals.
We're your AI partner for M&A — not a project that ends when the report lands. We understand your strategy, develop the right processes, and operate the AI infrastructure that powers them.
Your strategy drives everything.
Every engagement starts with your M&A priorities — the markets you care about, the targets you're after, how your IC and board want to see analysis. We design custom AI workflows around those specifics, then operate and refine them on an ongoing basis.
Starts With Your Priorities
Your markets, criteria, and operating style shape everything
Regular Working Sessions
Weekly or bi-weekly reviews to calibrate priorities and plan ahead
Analyst-Reviewed Quality
AI does the heavy lifting; M&A professionals ensure accuracy and relevance
Gets Better Over Time
The systems sharpen with every cycle — learning your IC's preferences, your board's standards
Custom Dashboards & Scoring Models
Monitoring, screening, and prioritization configured to your acquisition criteria
Automated AI Workflows
Research, analysis, and deliverable pipelines that run on your cadence
Custom Integrations & Logic
When off-the-shelf doesn't fit, we develop custom solutions using AI-assisted development
Keeps Running
Unlike a consulting project, the infrastructure doesn't disappear when the engagement matures
Engage on one stage, combine several, or run the full M&A lifecycle.
Continuous market and competitive intelligence, delivered on your cadence. Weekly briefings, monthly deep dives, quarterly landscape maps, real-time alerts — all analyst-reviewed, all tailored to your strategy.
A proprietary sourcing engine running continuously across 70M+ companies. Curated shortlists with fit scores and strategic rationale — surfacing candidates that bankers, databases, and keyword searches miss.
Deep analytical profiles on every serious candidate — business model, financials, leadership, competitive position, strategic fit. Consistent framework across targets so you can compare apples to apples.
Board-ready investment memos, IC decks, synergy analyses, and due diligence support — in days, in your templates. The quality bar goes up. The turnaround time goes down.
Integration playbooks, synergy roadmaps, Day 1 readiness plans, and risk matrices — ready before close, not scrambled after it.
Everything above, unified. A dedicated strategist who knows your business, pipeline management, cross-stage orchestration, quarterly reviews — and access to our network of investment bankers, advisers, and industry experts as needed.
What changes when analytical capacity is no longer the constraint.
| Today | With Managed Services | |
|---|---|---|
| Market Coverage | 2-3 markets | 10-15 markets, weekly intelligence |
| Target Universe | Banker networks + manual research | 70M+ companies, systematically screened |
| Screening Depth | 3-5 serious evaluations per quarter | Dozens, with consistent rigor |
| Board Deliverables | Weeks per memo | Days, at a higher quality bar |
| Integration Planning | Starts post-close | Ready before close |
| Your Team's Focus | Research + analysis + relationships | Strategy, relationships, and decisions |
Within 60 days: landscape analyses across all three segments, 200+ targets screened to 30 qualified candidates, deep-dive memos on the top six. From board question to actionable recommendation in weeks.
Sourcing runs continuously. Candidates arrive screened and profiled. Investment memos are ready in days. You spend your time with founders and CEOs — not buried in research.
The playbook is already written — functional workstreams, synergy targets, Day 1 checklist, risk matrix. Your team walks into the integration with a plan, not a blank page.
| Managed Services | Consulting Firm | Self-Service Platform | More Headcount | |
|---|---|---|---|---|
| M&A Expertise | Included | Included | You need it | You hire it |
| AI Expertise | Included | Not available | You learn it | You learn it |
| Turnaround | Days | Weeks to months | Fast, if skilled | Bandwidth-limited |
| Learning Curve | None | None | Significant | Months to ramp |
| Continuity | Always on | Project-based | When you run it | Headcount-limited |
| After 12 Months | Custom systems that keep running | A binder on the shelf | A tool you maintain | Depends on retention |
30 minutes on your M&A priorities and where AI-enabled services could move the needle.