Case studies
What the agents did once they were live.
Eight advisory firms, eight 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.
Buyer screening & research
More than four times the buyer reach, screened one firm at a time
Agents screened 1,028 sponsor firms and read 9,835 company pages and portfolio holdings to source 2,602 buyers across two live mandates.
- 4.5x
- more buyer reach
- 1,028
- firms screened
- ~1,330
- hours returned
Direct owner outreach
Direct 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
CIM preparation & drafting
Most of the CIM was written before the team touched it
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.
- 31 of 40
- slides pre-written
- 48
- slide CIM delivered
- On time
- in front of buyers
Buy-side target sourcing
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
Origination & meeting booking
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.
- ~21 days
- to signed mandate
- ~$350K
- estimated fee
- 0
- added headcount
Multi-mandate buy-side search
The capacity of a bigger team, without the hires
A boutique advisory firm now runs five times as many buy-side searches at once – outreach, follow-up and reporting handled – without adding headcount.
- 5x
- searches at once
- 0
- added headcount
- Nonstop
- follow-up
Seller sourcing & qualification
Qualified sellers, without the founder's prospecting hours
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.
- ~1,200h
- returned to the founder
- ~$90K
- value of time returned
- Qualified
- not junk leads
Productized buy-side practice
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.
- 12
- buy-side mandates
- 2,052
- owners contacted
- 67
- owner meetings
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 clear scope for what to build first.