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M&A advisory

Run the process, not the photocopier.

Prepare longlists, teasers and buyer answers from the deal file. Keep the work inside the deal team.

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  1. 01

    Company context

    Connect the mandate, deal history and licensed market sources.

  2. 02

    Agent starting point

    Choose a prebuilt agent or build one around your workflow.

  3. 03

    Reviewable work

    The longlist arrives with a fit rationale and open questions for the deal team.

The Longlist Agent screens licensed market sources against the mandate. Advisers review the target list and its fit notes.

M&A customer story

atares

How atares saves time on research and target discovery.

atares uses connected knowledge and task-specific agents for research. Advisers own the final work.

Read customer story
  • About 20 hourssaved by the team each weekTeam total for research workflows, not a per-user figure.
  • 4active knowledge basesActive in the described rollout.
  • 7active agentsActive in the described rollout.

The work

An agent per stage of the process.

Give each agent a deal task, scoped data-room access and an adviser for review.

Teaser Agent

Drafts deal documents from the data room and management inputs.

ReadsData room, management inputs and firm templates

Buyer Q&A Agent

Drafts cited buyer answers and flags questions the deal team must resolve.

ReadsDeal data room and buyer Q&A log

  • Longlist Agent

    Builds a target list against the mandate and explains each fit.

    ReadsMandate criteria, deal history and licensed market sources

  • Comparables Agent

    Assembles precedent transactions from deals your firm actually advised on.

    ReadsYour closed-deal record and licensed transaction data

Governed workspace

Deal team means deal team.

A live deal has a defined insider list. Keep agent access inside that same team boundary.

Governed workspace

Controls stay with the work.

Deal-team access
Off the deal team means no access, not reduced access.
Process separation
Each live mandate keeps its own data room and context.
Human checkpoint
Anything going to a buyer is reviewed by the MD running the process.
Activity record
Who read what, and when, remains on the record for the file.

Before you ask

What deal teams ask first.

Can it answer a buyer directly?
It drafts a cited answer for deal-team review. A person releases the final response.
What happens to the data room when the deal closes?
The deal team controls access to its data room. Close agent access when the mandate closes.
Where does our material sit?
IT chooses approved models with EU hosting. Connected deal material remains subject to its access rules. Certification details are in the trust centre.Details on Zero Data Retention (ZDR) and model-training policies: Security and Trust Center →
Is this only useful on large processes?
Start with one document type. The adviser reviews the first draft before the team expands the workflow.

One job, then the next

Start with the buyer questions on your next live process.

Bring one recurring document. We will show the agent's setup, its company context and the person who reviews the result.

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