PRIVATE EQUITY
The capacity of a bigger team – without the hires
Running concurrent platform and bolt-on mandates the firm could not previously staff – including searches it had shelved for lack of time.
4x
more mandates
0
new hires
Proprietary
Deal Flow
for Private EquityM&A AdvisorsIndependent SponsorsCorp DevFamily OfficesSearch FundsPrivate Equity
A steady flow of off-market owner conversations, without adding headcount.
Book a 30-minute call
Confidential – no information shared without your approval.
Research agent
Mandate: Industrial Services
CriteriaConflicts cleared
Market mapped
1,240companies in scope
Owners contacted
480to date
Outreach agent
Working the market
LiveIn progress
EmailPhoneText
Replies handled
62in progress
Our team
Qualified by a person
Owner spoke to our team
Fit confirmed against your criteria
Meeting booked
How a mandate runs
Acquisition criteria in. Qualified owner conversations out. You see every step as it happens.
- 01
Your criteria become a market
We take your acquisition criteria – sector, size, geography, ownership profile – and build the universe of companies that fit. Targets are screened against your existing portfolio and your do-not-contact list before anything is sent.
- 02
An agent works the market
Outreach runs across email, phone and text, one company at a time rather than one template. It keeps going for months on the owners who say “not yet”, which is where most of the value sits.
- 03
A person qualifies before you hear about it
When an owner engages, someone from our team has a real conversation with them and confirms the fit against your criteria. Nothing reaches your team until a human has been on the call.
- 04
A warm handoff with context
You get the meeting, the company detail and the full interaction history, so whoever takes the first call walks in already briefed.
Built into every search we run
Market IntelligenceBuyer Intent MatchingMarket Opportunity DetectionBehavioral Lead ScoringEmail Deliverability EngineDNC List ProtectionReputation Guardrails
Autonomous ExecutionFollow-up Failover LogicSequence OptimizerMulti-Channel OutreachMeeting PreparationAuto-Briefing BuilderSmart Industry Research
Two ways to work with us
We run the search
We take the mandate and run it end to end. Market mapped to your thesis, outreach under Analyst3 as your retained search firm across email, phone and text, every owner conversation qualified by one of our people before it reaches you. You take the meetings.
- Owners are approached by Analyst3 on your behalf – your name stays out of the market unless you want it in
- A dedicated search per thesis or per platform
- Every meeting vetted by a person, not just booked
- Live visibility into the funnel as it runs
We build your agent
We stand up the same machine inside your firm, running under your own brand and from your own domains. Your team runs it; we configure it, tune the targeting and stay available.
- Runs under your brand, not ours
- You keep the data, the domains and the relationships
- Built on the same system we run our own searches on
Engagements are scoped to the mandate. We will talk through structure on the first call.
Deal teams trust Analyst3
with the work that matters.
Advisors, brokerages and investors on what changed after the workflows went live.
"Finding and engaging acquisition targets at scale is one of the hardest operational problems in M&A. We attempted to solve it with AI-driven outreach on our own and came up short. Analyst3 changed the equation entirely. Their combination of AI fluency and business judgment in the context of M&A is genuinely differentiated. I'd recommend them to any firm running a serious acquisition search."
Peter Stoneberg
Managing Director, Weild & Co.
"The AI agents Analyst3 built streamline our target list creation, outreach, and follow-ups – allowing us to scale our search mandates significantly."
Boyd Burton
President, Speedwell Monaco
"The level of targeting is amazing. It's not just blast outreach – it's tailored, relevant messages to business owners we actually want to talk to. We've seen real traction with hard-to-reach sellers. It's one of the few tools that lives up to the hype."
Charlie Taben
Partner, Wall & Main
"Analyst3 delivered better results than any outsourced agency we've used. In two months, we booked 50 meetings and saved almost 500 hours of manual work. They even helped us finally unlock value from a lead database we had been paying for but barely using. They truly understand how business brokers work."
Aldrin Raphael Fernandes
President, A R Business Brokers
The people running your search have been on both sides of it
As a team we've closed over $1B of off-market acquisitions from inside corporate development, and worked on more than $20B of transactions in investment banking. We know what a real target looks like, and what a wasted meeting costs a deal team.
Success Stories
Searches we have run for acquirers and their advisors.
BOUTIQUE M&A ADVISORY
More owners pick up when there's nothing to sell
Owners who ignore sell-side approaches will take a buy-side call, because there is no cost and no risk to them. Those relationships convert later.
0
cost or risk to the owner
New
service line launched
BUSINESS BROKERAGE
A new buy-side practice – without building the machinery
A sell-side shop launched a productized buy-side service without building an in-house research and outreach back end.
10+
active buy-side mandates
BUSINESS BROKERAGE
Cold outreach turned into a scalable growth engine
A premium lead database sat under 10% utilised and reply rates were below 1%. Ten weeks later the same database was the firm's main source of meetings.
14x
reply rate lift
63
meetings in 10 weeks
95%
show rate
BOUTIQUE M&A ADVISORY
The origination work of an analyst team – without hiring one
Deep sector expertise, no capacity for consistent prospecting. One early conversation became a signed sell-side mandate in about three weeks.
~3 weeks
to a signed mandate
30+ hrs
returned each week
BOUTIQUE M&A ADVISORY
Qualified sellers – who actually show up
After a cold-email agency delivered unqualified contacts, the firm needed right-sized owners who genuinely wanted to sell – and who turned up to the call.
96%
meeting show rate
Build the deal engine you always envisioned – without the overhead
Recent Posts
Frequently asked questions
The questions acquirers ask us on a first call.