Case studies
What the agents did once they were live.
Six advisory firms, six different mandates, one pattern: the repeatable work moved to their agents, and senior time moved back to the deals.
In the field
Read the full stories.
Business brokerage
Cold outreach turned into a scalable growth engine
Agents that researched 7,478 companies, wrote in the firm's own voice and handled the replies – 63 meetings in 10 weeks with a 95% show-rate.
- 63
- meetings in 10 weeks
- 14x
- reply-rate lift
- ~800h
- hours saved
Boutique M&A advisory
Buy-side searches that open doors sell-side can't
A growing boutique uses buy-side outreach – no cost, no risk to the owner – to build relationships on both sides, with AI agents built by Analyst3 running the research and outreach behind its brand.
- Both sides
- buyers & sellers
- Lower friction
- owners engage
- Brand-front
- you stay the face
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 as a workflow, so the partners spend their time meeting owners who fit.
- 0
- added headcount
- Weeks
- to first qualified meetings
- Own voice
- brand-safe outreach
Boutique buy-side advisory
The capacity of a bigger team, without the hires
A boutique advisory firm now runs several buy-side searches at once – outreach, follow-up and reporting handled – without adding headcount.
- 0
- added headcount
- Multiple
- mandates in parallel
- Above avg
- open & click rates
Boutique M&A advisory
Qualified sellers who actually show up
A boutique advisory firm swapped a junk-lead cold-email agency for AI-agent outreach that brings in right-sized owners who genuinely want to sell – in the founder's own voice.
- Qualified
- not junk leads
- Higher show-up
- less ghosting
- In your voice
- digital twin
Business brokerage
A sell-side brokerage adds a buy-side practice
A business brokerage launched a paid buy-side acquisition-search service – a new revenue line – on a repeatable AI-agent workflow, without building the back-end itself.
- New line
- buy-side practice
- Productized
- repeatable process
- Your brand
- you own the buyer
Curious what your first agent would take off the desk?
We map where the hours go across your lifecycle and come back with a prioritized roadmap and a hard number.