CONTEXT
A SMID-cap M&A boutique building buyer lists by hand for every sell-side mandate — days in directories and past-deal records before a first draft.
WHAT WE BUILT
A buyer screening workflow that scores strategic and financial candidates against the mandate — sector fit, past transactions, capacity to pay — and assembles the ranked long list with every line sourced.
MEASURED RESULT
5× on buyer screening. The long list arrives ranked, sourced and ready for partner review.