The shift
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
Toggle to see the workflows we build for each side.
The deal lifecycle
Origination & BD
Win more mandates.
Preparation & packaging
Get to market faster.
Marketing & outreach
Run the process at scale.
Diligence & execution
Keep deals moving.
Firm operations & admin
Stay on top of every mandate.
How it works
Start with a strategy and workflow audit that finds where AI creates the most leverage and maps the path forward. The first workflow goes live in weeks, and the workflows we build for you are yours, with no lock-in.
We sit with your team and map where the hours actually go – sourcing, screening, diligence, reporting, admin – then weigh every opportunity against the firm's strategy and priorities. You get a ranked shortlist quantified in hours and dollars, and a roadmap before anything is built.
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.
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.
Client voices
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
Buyer screening & research
Agents screened 1,028 sponsor firms and read 9,835 company pages and portfolio holdings to source 2,602 buyers across two live mandates.
Direct owner outreach
AI agents ran the prospecting – 63 meetings in 10 weeks at a 95% show-rate, roughly 800 hours saved, and reply rates up 14×.
CIM preparation & drafting
A 48-slide sell-side CIM drafted from the client's intake pack. 31 of the 40 content slides arrived written, and the process reached buyers on the original date.
Buy-side target sourcing
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.
Origination & meeting booking
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.
Multi-mandate buy-side search
A boutique advisory firm runs five times as many buy-side searches at once – AI agents building lists, running outreach, following up and reporting – without adding headcount.
Seller sourcing & qualification
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.
Productized 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.
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.
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
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
Deal origination runs in feast-or-famine cycles because partner time gets consumed whenever active mandates heat up.
Continuous, proprietary deal sourcing and automated outreach keep the pipeline active in the background year-round.
Bringing a mandate to market takes 8–12 weeks as CIM drafting, financial recasting and buyer universes queue behind partner bandwidth.
Mandate packaging compresses from months to 2–3 weeks – ready for partner refinement while seller commitment is highest.
Senior deal makers lose 20+ hours a week chasing diligence trackers, manual data room updates and routine buyer follow-ups.
Partners spend their hours where fees are made: relationship building, high-stakes negotiation and closing.
Diligence bottlenecks and scattered information flows cause deal drag, increasing buyer renegotiations and deal fatigue.
Real-time diligence indexing, clean Q&A workflows and live process tracking protect closing certainty and valuation.
Scaling practice capacity by 50% requires aggressive hiring, heavy onboarding and expanding fixed overhead.
Take on more transaction volume and drive higher partner earnings without proportionally inflating headcount.
FAQ
The questions deal teams ask before they commit.
We map where your team's hours go and come back with a ranked shortlist of what to automate first, quantified in hours and dollars, and a roadmap before anything is built.
