Business brokerage
Cold outreach turned into a scalable growth engine
AI agents ran the prospecting – 63 meetings in 10 weeks at a 95% show-rate, roughly 800 hours saved, and reply rates up 14×.
- 63
- meetings, 10 wks
- ~800
- hours saved
- 14×
- more replies
The shift
Go AI-native – and own it.
M&A is going AI-native, and the gap is opening fast: the firms that build AI into how they originate, execute and run the business will pull ahead – the ones that wait spend the next few years catching up. But going AI-native shouldn't mean renting intelligence you never control. Analyst3 helps you make the shift and own it – we embed with your team, build the agents and workflows that move your deals, and you keep the code and the data. You get ahead without getting locked in.
Where we create leverage
One partner across the full deal lifecycle.
Toggle to see the workflows we build for each side.
The deal lifecycle
Origination & BD
Win more mandates.
- Seller sourcing & qualification
- Lead-list cleaning & disqualification
- Circle-of-influence & referral nurture
- Content & thought leadership
- Pitch & mandate development
- Market mapping & sector research
Preparation & packaging
Get to market faster.
- Teaser & CIM drafting
- Buyer-list construction
- Seller-to-buyer matching
- Indicative valuation & comps
Marketing & outreach
Run the process at scale.
- Outreach & personalization
- Engagement scoring & warm-lead follow-up
- Reply triage
- Lead nurture & follow-up
- Meeting preparation
- Meeting follow-up & CRM
Diligence & execution
Keep deals moving.
- Diligence synthesis & Q&A
- Process management & tracking
Firm operations & admin
Stay on top of every mandate.
- Process reporting & IOI/LOI tracking
- Client & pipeline reporting
- CRM enrichment & hygiene
- Client & seller onboarding & intake
- Invoicing & finance admin
- Scheduling & inbox triage
How it works
We price the work, ship the first workflow, then expand.
Start with a paid workflow assessment that finds where AI pays back fastest and gives you a hard number. The first workflow goes live in weeks, and the workflows we build for you are yours, with no lock-in.
Phase01
Assessment
We sit with your team and map where the hours actually go – sourcing, screening, diligence, reporting, admin. Every opportunity is ranked by payback and effort, so you get a prioritized roadmap and a hard number before you commit to a build.
- Quantify the manual hours across the deal lifecycle
- Rank workflows by payback, risk and effort
- Leave with a roadmap and a hard estimate, not a demo
Phase02
Build
We build the highest-value workflow first and get it live in weeks, inside the CRM, inbox, document and data-room systems you already run. No rip-and-replace, no new platform for your team to learn – and you own the workflows and data from day one – no lock-in.
- First workflow live in weeks, not quarters
- Integrated into your existing stack
- You own your workflows and data; the platform is licensed to you, no lock-in
Phase03
Support & expand
We monitor and tune what's live – the workflows you own – while working down the roadmap: the next workflow, then the next, each chosen on impact. Your agents improve as your criteria evolve, and each build makes the following one faster.
- Monitored and tuned against your firm's criteria
- Expand one workflow at a time by impact
- Quarterly reviews against the pre-launch baseline
Client voices
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 StonebergManaging Director, Weild & Co.“Our AI agents have helped deliver better results than any outsourced agency we've used. Over a two month period, we booked 50+ meetings and saved 500 hours of manual work. We’ve also been able to unlock significant value from a lead database we had been paying for but were barely using. Analyst3 truly understands how the M&A space works.”
Aldrin Raphael FernandesPresident, A R Business Brokers“Analyst3 helped us add a new dimension to our outbound sourcing. In the first few months of implementing agentic solutions, we signed a sell-side engagement, with many subsequent meetings converting to concrete opportunities.”
Charlie TabenPartner, Wall & Main“The AI agents Analyst3 built streamline our target list creation, outreach, and follow-ups – allowing us to scale our search mandates significantly.”
Boyd BurtonPresident, Speedwell MonacoSuccess stories
What the workflows delivered in the field.
Boutique M&A advisory
Buy-side searches that open doors sell-side can't
A growing boutique now offers buy-side search – a service it couldn't resource before – with AI agents building the target lists and running outreach behind its brand, opening relationships with buyers and owners alike.
- More buy-side mandates it can take on
- Relationships with buyers and owners
- AI agents run it behind the firm's brand
Boutique M&A advisory
A full origination desk a two-partner shop couldn't hire for
The prospecting that ate partner hours – research, outreach, reply handling, scheduling – now runs on AI agents, so the partners spend their time meeting owners who fit.
- 0
- new hires
- 30+ hrs
- back each week
- Weeks
- to first meetings
Boutique buy-side advisory
The capacity of a bigger team, without the hires
A boutique advisory firm runs several buy-side searches at once – AI agents building lists, running outreach, following up and reporting – without adding headcount.
- 4×
- more mandates
- 0
- new hires
- Nonstop
- follow-up
Boutique M&A advisory
Qualified sellers who actually show up
A boutique advisory firm swapped a junk-lead cold-email agency for AI agents that write in the founder's own voice – bringing in right-sized owners who genuinely want to sell.
- Qualified
- not junk leads
- 96%
- meeting show-rate
- In-house
- not a vendor
Business brokerage
A sell-side brokerage adds a buy-side practice
A sell-side brokerage stood up a paid buy-side practice – a whole new service line – powered by AI agents that Analyst3 built, without building the machinery itself.
- A productized buy-side practice – a new line
- 10+ active buy-side mandates
- No back-end to build – AI agents run it
For M&A Advisors & Investment Banks
Give senior bankers their hours back. AI agents take on the repeatable work of running the practice – from business development and client relationships to deal execution, reporting and back-office admin – so your team's time goes to judgment, relationships and winning deals.
For Business Brokerages
Free your best brokers to win and close more deals. AI agents take on the repeatable work behind every listing – research, outreach, follow-up and CRM upkeep – so your team's time goes to the relationships and deals that grow the business.
Trust
Built for confidential work.
Your clients trust you with their most sensitive information. Analyst3 builds AI agents that run inside your environment, with permissions aligned to client, deal and team boundaries – so confidential data stays isolated, governed by your retention rules, and aligned with your firm's compliance and records-keeping requirements. You own the code and the data, and you're never locked in.
What changes
What going AI-native looks like.
Origination stalls when no one has time to research and reach out.
Targeted, pre-qualified outreach runs every week – the pipeline never goes quiet.
Senior people spend nights on buyer lists, CIMs and CRM updates.
The repeatable prep is done and waiting; their time goes to clients and deals.
Leads, referrals and follow-ups slip through the cracks.
Every lead is worked and every relationship stays warm.
Growth means hiring.
Growth means turning on the next workflow.
FAQ
Frequently asked questions.
The questions deal teams ask before they commit.
Start with a 90-day proof, not a leap of faith.
Request a paid workflow assessment. You leave with a prioritized roadmap and a hard number – and the fee is credited if you continue.