Automation for M&A boutiques

While others build longlists manually, we automate your M&A process.

From buyer identification to pitch creation — we automate the time-consuming steps so you can focus on winning mandates and closing deals.

Free Consultation See Success Stories
Confidential GDPR-compliant Industry-specific

Results in Practice

How M&A boutiques use our automation.

Buyer Longlist in 24 Hours

Instead of days of manual research, our Buyer Radar delivers a qualified longlist with financial data and rationale per buyer.

AI Analysis Northdata Bundesanzeiger
20 scored buyers per list
Delivered in 24h

Pitch Creation Cut in Half

Data-driven pitchbooks with market data, comparable transactions and buyer profiles — automatically compiled instead of manually assembled.

Databases Template Engine AI Text Generation
50% less effort
Consistent quality

Admin on Autopilot

NDA tracking, document distribution and reporting run automatically — the backoffice team can focus on value-adding tasks.

n8n CRM Integration Email Automation
10+ hrs/week saved
Zero manual errors
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Services

Three levers for more efficient M&A processes.

Buyer Longlisting

Our AI Buyer Radar identifies qualified buyers in 24 hours — with financial data, acquisition signals and rationale per candidate.

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Pitch Creation

Data-driven pitchbooks that win mandates. Market data, comparable transactions and buyer profiles — automatically compiled.

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Backoffice Automation

NDA tracking, document distribution, reporting — the time-consuming admin of your deal process runs on autopilot.

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How We Start

1

Intro Call (30 min)

We understand your process and identify the biggest automation levers.

2

Process Analysis

We analyze your workflows and define a clear scope for the pilot.

3

Pilot Automation

One concrete workflow gets automated — fast, testable, measurable.

4

Rollout & Support

After a successful pilot, we roll out, optimize and expand as needed.

Confidentiality & Security

  • All data is treated confidentially — as you would expect from M&A mandates.
  • GDPR-compliant: EU hosting, least-privilege access controls.
  • NDA as standard — we work with sensitive deal information.
  • Transparent data flows: you always know which systems see which data.

We align details in the intro call to match your IT and compliance reality.

Frequently Asked Questions

Is this secure enough for confidential M&A data?
Yes. We work with NDAs, EU hosting and least-privilege access controls. Confidentiality is our standard — not optional.
Which M&A tools do you integrate?
We work with common M&A databases (Northdata, Bundesanzeiger, Majunke, etc.), CRM systems and document management solutions. Custom integrations are possible.
How quickly do we see results?
The first buyer longlist is delivered in 24 hours. For more comprehensive automation, expect 2–4 weeks to a functioning pilot.
What does it cost?
The first buyer longlist is free. After that, from EUR 2,000 per list or EUR 600–800/month on retainer. Backoffice automation is quoted on a project basis.
Do we need to change our existing processes?
No. We adapt to your workflows, not the other way around. Our automation works with your existing tools and processes.

Ready to automate your M&A processes?

In 30 minutes we'll show you where automation has the biggest leverage in your deal process.

Free Consultation