M&A Advisory & Business Brokers
The best mandates are signed before anyone knows they're for sale
Three tools that read public filings and your own mandate book to surface succession-risk owners, matched targets and live buyer fits.
- £75k+
- typical fee on a lower-mid-market mandate
- 60%
- of UK owner-managers past 55 have no succession plan
- 2,400
- companies scanned per region per run
The leaks
Where the margin is going
Origination drought
67 targets
Every adviser fishes the same pond; the off-market pond is bigger.
Slow target search
38 fits
Buyer mandates stall for weeks while target lists are built by hand.
Unmatched books
12 matches
Live buyers and live sellers sit in the same office, unintroduced.
Succession Signal Scanner
Succession-risk owners don't announce themselves. Their filings do.
Regional company base scanned for succession signals, ranked pipeline with approach drafts.
How it works
Parsing company base
2,400 filings profiles loaded
Detecting succession signals
Director age, tenure, no successor, profit stability
Scoring mandate likelihood
Signal stack per company
Drafting approaches
Owner-appropriate letters per target
What your team does with it
- Work the ranked pipeline from the top and ignore anything below your fee floor.
- Approach through the owner's accountant wherever the filings show one.
- Re-run the scan quarterly so new filings enter the pipeline on their own.
On sample data
67 succession-risk targets identified
- 67
- Priority pipeline
- 41
- Directors 60+ with no successor
- 67
- Approach letters drafted
The scanner refreshes monthly, so your origination pipeline fills from public data, not networking luck.
Target Sourcer
A buyer mandate is only as good as the target list behind it.
Mandate criteria in, scored long-list of matched acquisition targets out.
How it works
Parsing mandate
Sector, size, geography, deal criteria extracted
Detecting candidates
Company base screened against criteria
Scoring strategic fit
Financial and strategic weighting
Drafting target profiles
One-page profile per target
What your team does with it
- Sanity-check the long list against the mandate before the buyer ever sees it.
- Present the scored list as evidence of coverage, not as a first draft.
- Keep the rejected targets so the next mandate starts warmer.
On sample data
38 matched targets for one mandate
- 38
- Scored targets
- 14
- Strong strategic fits
- 38
- Profiles drafted
Target Sourcer turns a two-week research job into a same-day deliverable.
Buyer-Mandate Matcher
Matches between your own live buyers and sellers go unnoticed across desks.
Every live buyer and seller cross-matched, introduction memos drafted.
How it works
Parsing mandate book
50 mandates tokenised
Detecting cross-matches
Criteria intersection buy×sell
Scoring deal probability
Fit, valuation gap, timing
Drafting intro memos
Per-match, partner-ready
What your team does with it
- Run the cross-match before you take a new mandate to market.
- Introduce through both deal leads so neither desk gets bypassed.
- Agree the fee split at introduction rather than at completion.
On sample data
12 live buyer-seller matches in your own book
- 12
- Matches found
- 5
- High-probability
- 12
- Intro memos drafted
The matcher makes sure the deal sitting in your own office never walks out of it.
In motion
Watch it run
Live demo
Try it on sample data
Data protection
Your client data never reaches the AI
How it fits together
From your book to revenue actions
Proof
Results
What one regional desk's run gave back
Before
Origination by referral; target lists by hand
After
117 mandate opportunities and matches surfaced in one run
- 117
- Pipeline entries created
- 117
- Partner-ready documents
- 45
- Research hours saved / month
The offer
Package
The Advisory Firm package
- All three tools configured for your firm
- PII tokenisation layer as standard
- CRM/book onboarding and data mapping
- Monthly findings report with £ figures
- UK-based support, DPA included
Live within 14 days of data access
Build from £7,500 · from £3,500/month · a fraction of one mandate fee
Questions
Frequently asked
Is this GDPR compliant?
The architecture is built for UK GDPR: identifiable fields are tokenised before any AI processing and the encrypted mapping never leaves your control. We provide a DPA with every engagement and a DPIA on request.
What data do you need?
Your live mandate list and target regions/sectors. Company data comes from public filings, which we bring.
How long does setup take?
Most firms are live within 14 days of granting data access. The demo you just ran mirrors the real pipeline. What follows is configuration, not construction.
Does it work with our systems?
Works alongside DealCloud, HubSpot or spreadsheet mandate books.
What does it cost?
A one-off build fee then a monthly retainer, anchored so a single recovered mandate covers months of fees. Exact pricing on the call, based on book size.
Next step
See it on your own book
This was synthetic data. Yours will be better.
Book a callPseudonymisation under UK GDPR Art. 4(5). DPIA and DPA available on request.
Also see: Law Firms, Accountancy Firms