M&A deal support and workflow automation for US advisory firms
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Case studies

Real engagements for acquirers, M&A advisers and deal teams: what they needed, how we approached it and what they got. Client names stay confidential.

Example engagements

What a typical engagement looks like

Illustrations built from our published scope and turnarounds, not specific clients.

Example engagementSell-side · lower mid-market

Buyer universe before the teaser goes out

What a buyer list mandate typically covers: strategic and financial buyers mapped, tiered by fit and given decision-maker contacts, ready to load into the platform pipeline.

Buyers mapped
750–1,000
Turnaround
5 days
Decision-makers
Named
Example engagementSell-side · CIM and QoE

CIM and QoE databook from a data room

What a combined mandate typically covers: the CIM and teaser drafted from the client’s raw files, and a tied-out QoE databook, so the banker spends their time on buyers instead of formatting.

CIM draft
7–10 days
QoE databook
5–10 days
Every number
Tied out
Example engagementDeal Platform · 10 users

Deal platform in place of per-seat software

How a move off per-seat software typically runs: a free trial on one live deal, then a one-time build the firm owns, with the data moved across for them.

Free trial
14 days
To go live
4–6 wks
Per-seat fees
None

Have a deal or a workflow you want help with? Tell us about it.

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Or email harsh.jindal@valcoreanalytics.com