M&A advisory firm

DealPotential December 22, 2025

How a M&A advisory firm started winning competitive mandates faster

How a M&A advisory firm started winning competitive mandates faster

Table of contents

A mid-market UK M&A advisory firm turned time pressure into competitive advantage with our AI-powered deal origination.

The challenge: Time, not expertise

Analysts spent 2–3 weeks on every deal just to:

  • Validate buyer theses

  • Build credible target lists

  • Benchmark comparables

  • Prepare valuation narratives

  • Identify early-stage risks

By the time they were ready, competitors had often already pitched. They didn’t lose because of skill—they lost because they weren’t first.

The solution: DealPotential AI-driven deal origination and qualification engine

DealPotential transformed the front-end deal cycle:

  • Instant target maps filtered by financials, sector, geography, and strategic fit

  • Automated comps and valuation ranges generated in minutes, not days

  • Predictive exit signals surfaced off-market targets before competitors

  • Early-stage risk flags highlighted management changes, market weakness, and litigation

  • Single platform replaced six vendors, providing one source of truth

Results within 90 days

      • Research time cut from 2–3 weeks to same-day strategic readiness

      • Won 4 competitive mandates by being first with targets and valuation logic

      • Discovered 3 proprietary acquisition targets before competitors

      • Boosted margins by 30% by recovering massive analyst hours

      • Cut data vendor spend by 70%

      “DealPotential turned us from reactive to proactive. Now we walk into client calls already knowing targets, comps, and valuation ranges. Clients immediately notice the difference,” said a Senior Partner.

      Core takeaway: Speed wins deals. With proprietary intelligence delivered before due diligence begins, first movers capture the market.

    Want to be first with targets, comps, and valuation insights? Book a demo with DealPotential and start winning competitive mandates faster.

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