Twice the deals.
Half the grind.
The AI operating system for boutique M&A firms: each deal drops from 300 hours to under 70, cycles shorten by weeks, and a 20-deal firm makes room for ≈£2.4m more in fees — with no new hires. And you get your life back…
by the team behind this
— same headcount
to your first module live
behind our delivery team
High-calibre, fast, and built for boutique budgets.
We’ve negotiated £9bn+ of transactions, so we know deals inside out. And with some of the UK’s top AI leaders on the team, we know exactly which steps AI can take off your desk.
- £9bn+ of private equity transactions negotiated at partner level inside a top-ten global accountancy firm — leading a transaction services practice of 2,000 advisors.
- $1bn and $850m trade exits led from inside the businesses — we’ve been on your side of the table, and the seller’s.
- 103 published AI case studies, many within finance and professional services — delivered by our Head of AI network, not promised by a pitch deck.
- 99%+ document extraction accuracy, under 5% human review — the engine behind our due diligence and data room modules, proven in regulated environments.
- Document assessment cut from weeks to days across 400+ proposals a year — the same production line behind our IM drafting.
- AI origination that lifted qualified calls 83% and added £900k of revenue — the pattern behind our Seller Origination Radar.
- AI pricing judgement aligned with expert practitioners 90% of the time — valuation-grade analysis, not chatbot guesswork.
- 65% workload cut and 1,200% ROI delivered inside regulated financial services — measured, published, repeatable.
Watch the grind melt away.
One operating system covering every step of your deal, plugged into the tools you already use — and bought one module at a time.
Add it all up — per completed deal
That’s 2× the mandates per advisor on the same headcount, conservatively.* At your average fee, that’s the biggest revenue lever your firm has ever had. The two things AI doesn’t touch? Negotiation and the relationship. That’s where you earn the fee.
*The working, because you’re numbers people. 300 ÷ 70 says the same diary could support just over 4× the deals. We don’t claim that. Freed hours never convert perfectly into new mandates — partner time in meetings and negotiations doesn’t compress, and client demand and deal timing are real constraints. So we count less than a third of the theoretical gain: each completed deal returns ~230 hours, enough for 3.3 more deals on paper, of which we credit one. One deal today plus one extra is 2×. (And the module ledger above actually sums to ~36 hours, not 70 — we plan on 70 for the same reason. Every number on this page is haircut before you see it.)
Proven on your own live mandates first.
No leap of faith. Evidence first, go-live second.
Pick your biggest pain
Book the free 30 minute Discovery Call. We work out your numbers live — how many more deals your firm could complete, how many hours come back — and identify the best module to start with. Decide to go ahead? Your 50% discount code is issued on the call.
Watch your twin at work
We build each module in a working copy of your process — a digital twin — running quietly alongside your real deals. Your team’s involvement is a few hours of conversations, not a change programme: day-to-day work carries on untouched. And switching on is simple, because by then the module has already been doing the job on your own deals for weeks.
Live in 14 days
Your named team — Head of AI, Implementation Team and Trainer — configures the module to your templates, house style and systems, trains your people, and hands over with a quick-start guide. Then the next module — only if the first one proved itself.
Every module delivered by your Mini AI Department.
A bit of leadership, a bit of implementation, a bit of training. Every module comes with all three — not a generic support desk, not a junior consultant on their first AI project.
Strategy & Direction
- Leads the engagement from day one
- Owns the AI roadmap for your firm
- Works out your numbers on the Discovery Call
- Keeps up with what’s relevant in AI for deal advisory
- Your escalation point for anything significant
Build & Maintenance
- Builds and configures each module in your twin
- Connects to your existing tools and data
- Handles troubleshooting and edge cases
- Maintains and improves what’s been deployed
- Builds new integrations as the firm grows
Adoption & Embedding
- Trains your existing team on every module
- Creates simple how-to guides and SOPs
- Onboards new team members as you grow
- Captures user feedback for the Implementation Team
- Ensures AI actually gets used day to day
You COULD do this yourself. But don’t say we didn’t warn you…
10 reasons why it’s best to leave your AI build to the experts.
- Your hours are worth more. Every hour spent wrestling with AI tools is an hour not spent winning mandates or closing deals.
- Prompts are the free bit. Wiring AI into your systems, templates and house style is the hard bit. That’s engineering, not typing.
- The tools change weekly. Best model for IM drafting this quarter? Cheapest to run? We track it daily so you never have to.
- Deal data is NDA data. One paste into the wrong tool on the wrong settings and you have a confidentiality problem, mid-deal.
- AI is confidently wrong just often enough to hurt. One invented number in an IM can cost you a deal and a reputation. Checking has to be built in, not bolted on.
- DIY dies at 70% done. A clever demo that never becomes a daily tool, because the last mile is the hard mile.
- Nobody to call. When it breaks at 5pm before a completion call, DIY means you’re the support desk.
- The costs hide. Five subscriptions, creeping API bills, partner hours, abandoned builds. DIY usually costs more than we do.
- Adoption is the real battle. Half of AI failure is people quietly not using it. Training and trust don’t come in a download.
- You’d have no proof. No baseline, no evidence it worked. We measure your firm before and after, and switch nothing on until it beats your team.
Rather be in the 5%? That’s what the Discovery Call is for →
Questions M&A brokers ask us.
How much time does AI save on an M&A deal?
A typical completed deal takes an M&A broker or business sales advisor around 300 human hours across the fifteen steps of the process. With our AI modules, we plan on around 70 — roughly 75% of delivery hours returned to your team. Negotiation and the client relationship stay fully human.
Can I calculate the ROI for my own firm?
Yes. Our free AI Deal Multiplier Calculator takes four numbers — team size, deals per year, average fee and loaded cost — and shows the extra deals, fee revenue and hours your firm could unlock, using deliberately conservative assumptions.
How does the 50% first-module discount work?
Book a free 30 minute Discovery Call. We work out your numbers together — extra deals, hours saved — and identify the best module to start with. If you decide to go ahead, your 50% discount code is issued on the call. No payment is taken on the call; the discount exists because the onus is on us to prove the uplift on your own deals.
Will implementing AI disrupt our live deals?
Barely. We build each module inside a digital twin — a sealed, parallel copy of your workflow fed by a read-only, one-way sync of your data. Your firm runs business as usual while the twin runs in shadow against live mandates; your team’s input is a few hours of conversations and reviews, not a change programme. A module only switches on when it beats your team’s baseline, and you adopt them one at a time, at your pace.
Is our deal data confidential and secure?
Yes. The twin environment is sealed, the data sync is read-only and one-way, and nothing writes back to your systems until a module graduates. We work under NDA as standard and have delivered in regulated financial services environments.
How quickly can our first module go live?
Fourteen days from the Discovery Call, for most modules. Each is configured to your templates, house style and systems, with your team trained before handover.
Does AI replace brokers and deal advisors?
No — it multiplies them. AI takes on document-heavy, repetitive steps: research, drafting, screening, data room Q&A, coordination. Winning mandates, negotiating and managing sellers and buyers stay with your people, who now have the hours to do more of it.
What if a module doesn’t deliver?
It doesn’t go live. Every module is proven against your own baseline on real mandates before it switches on — that’s the point of the twin. You see the evidence first; the risk of proving value sits with us.
Your next mandate could run
at AI speed.
Book a free 30 minute Discovery Call. We’ll work out how many more deals your firm could complete, how many hours you’d get back, and the best module to start with. Go ahead and your first module is 50% off — proven on your own deals before it switches on.