M&A Deal Platform is UK-based software that gives accountants and advisory practices AI-assisted valuation, document drafting, and marketplace tools to deliver M&A and exit-planning services to SME clients.
M&A Deal Platform was founded in London in 2021 by James Ruthven, Libor Weigl, and Metin Algir, with a team drawn from companies including Wolters Kluwer, Capita, and WPP. The platform is built around a specific problem: small and medium businesses are often underserved by the standard M&A process, facing lower valuations and slower deals than larger targets. Instead of selling to business owners as the end client, M&A Deal Platform sells to the accountants and corporate finance advisors who serve them, giving those practices an AI Copilot for securely querying client data, automated valuation and document generation, and a Precision.Market™ marketplace to connect their clients with buyers and partners. Pricing runs from a Professional tier for individuals and SMEs through Practice and Enterprise tiers for growing and larger advisory firms.
Key Features
Advisor Copilot & Secure Chat GPT for querying client business model and data room
Valuation Application using market multiples and DCF methodologies
AI-assisted Business Plan and Information Memorandum drafting (Azure OpenAI/ChatGPT)
Virtual Data Rooms for secure client data storage
Precision.Market™ marketplace connecting business owners with buyers and partners
Prospect Dashboard CRM for tracking advisory clients
AI Capabilities
Advisor Copilot and Secure Chat GPT let practice staff securely query a client's business model and data room; Azure OpenAI and ChatGPT generate first-draft Business Plans and Information Memorandums in minutes.
Integrations
Microsoft Azure OpenAI, Sage, Xero, HubSpot
More Information
M&A Deal Platform was founded in London in 2021 by James Ruthven, Libor Weigl, and Metin Algir, with a team drawn from companies including Wolters Kluwer, Capita, and WPP. The platform is built around a specific problem: small and medium businesses are often underserved by the standard M&A process, facing lower valuations and slower deals than larger targets. Instead of selling to business owners as the end client, M&A Deal Platform sells to the accountants and corporate finance advisors who serve them, giving those practices an AI Copilot for securely querying client data, automated valuation and document generation, and a Precision.Market™ marketplace to connect their clients with buyers and partners. Pricing runs from a Professional tier for individuals and SMEs through Practice and Enterprise tiers for growing and larger advisory firms.
What sets it apart
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Built for advisory practices and accountants rather than direct buyers or sellers
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AI-assisted drafting of Business Plans and Information Memorandums cuts first-draft time to minutes
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Combines advisory tooling with a marketplace (Precision.Market™) for owners, buyers, and partners in one platform
Key Facts
- Category
- M&A Platform
- Founded
- 2021
- Pricing
- Subscription
- Deal Stage
- Strategy, Transaction, Integration
- Target Market
- Corporate Finance Advisors, Accountants, Business Advisory Practices, SMEs
