M&A Advisory for the
Modern Era

We are a full-service M&A firm with experienced dealmakers who have completed over $100+ billion in transactions. The key difference: we deeply integrate AI technology into our process. AI handles the desktop work – data ingestion, market research, competitive analysis, and buyer identification. Our expert dealmakers focus on what they do best: deal structuring, negotiation, and closing transactions. This hybrid approach makes us faster, more efficient, and more cost-effective than traditional firms.

We specialize in mid-market M&A transactions. Our deal range typically spans from $20 million to $250 million in transaction value. This sweet spot allows us to provide institutional-quality advisory services while maintaining the responsiveness and attention that mid-market companies deserve.

Absolutely. Our team and advisory board consist of expert M&A professionals with decades of combined experience. AI doesn't replace our dealmakers – it empowers them. Technology handles the data-intensive desktop work, while our experienced professionals lead all deal structuring, strategy, relationship management, and negotiation. Human expertise is irreplaceable in closing complex transactions.

Desktop work refers to the time-consuming, data-intensive tasks that traditionally require hundreds of analyst hours: ingesting and analyzing business data, researching competitors, building market benchmarks, scanning for potential buyers, and preliminary due diligence. Our AI platforms automate these tasks, delivering insights in hours instead of weeks – freeing our dealmakers to focus on strategic decisions and relationship building.

Our technology enables us to cover significantly more markets and identify more potential buyers for your business than traditional methods. We deliver answers and insights faster with higher quality analysis. Our AI tools process vast amounts of market data in real-time, ensuring you never miss the right opportunity or buyer. This translates to better outcomes and lower costs.

Yes, cross-border M&A is one of our key strengths. International deals often face challenges with regulatory complexity, language barriers, and cultural differences. Our AI-powered platforms help navigate these challenges by processing multi-jurisdictional regulations, translating documents, and identifying compliance requirements – making cross-border transactions smoother and less risky.

Much faster than traditional firms. Our AI platform can ingest and analyze your business data – financials, operations, market position – in days rather than weeks. We quickly build a comprehensive understanding of your company, identify key value drivers, and benchmark against competitors, allowing us to move to strategy and execution rapidly.

We handle the full spectrum of M&A transactions in the mid-market: mergers, acquisitions, divestitures, carve-outs, and strategic partnerships. While we work across multiple sectors, our expert team has completed most deals in Transportation, Logistics, Real Estate, Infrastructure, Hospitals, Education, and Diversified Industrials—bringing deep sector knowledge to these industries.