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For consulting, M&A and transaction-advisory practices

Walk into the pitch with the financial gap already sized.

Win mandates and scale engagement delivery without pulling seniors off billable work. We build quantified pitch hooks, off-market target screens, pre-LOI red-flag briefs and footnote-reconciled peer benchmarks in your framing.

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The pressure on your team

Origination and delivery compete for the same senior team.

Partners win work when they bring a prospect a quantified working-capital, margin or acquisition hypothesis rather than a generic credentials deck. We run the footnote reconciliation, target screening and should-cost modelling behind your pitches and live engagements.

  • Senior engagement managers pulled off billable work to build pitch packs.
  • Prospect meetings opened with generic credentials instead of a quantified financial gap.
  • Peer benchmarks and target screens rebuilt from scratch for each proposal.

What your team receives

Work you can take into the room.

Quantified pitch hooks for priority accounts

A ranked prospect list scored on working-capital drag, margin lag or M&A capacity, paired with a company brief showing the exact financial hypothesis to lead with.

Pre-LOI red-flag briefs and off-market target screens

Fragmented sub-sector roll-up shortlists outside banker auctions and fast commercial red-flag checks on seller CIM claims before exclusivity.

Working-capital, should-cost and SG&A benchmarks

Footnote-reconciled peer benchmarks, parametric component should-cost models and value-creation bridges delivered in your practice's templates: document, spreadsheet, slides.

Capabilities

Choose a place to start.

Outcome programs for advisory firms

Working Capital & Margin RecoveryOpportunity Assessment & Tender CapturePre-LOI Diligence & Valuation BridgesCarve-Outs, Synergies & Org/ERP RationalizationAll six outcomes

How to start

One question, a fixed fee, a first read in days.

Your question
One live question, with the decision it serves.
What comes back
A reviewed answer with a point of view (a ranked shortlist, a diagnostic or a plan), with every source and anything unverified flagged.
The fee
The fee is fixed and agreed before work starts.
The timing
A first read in days, not weeks, then the reviewed brief on the date we agree.

We can provide regular research updates after the first project.

Discuss your project

Anonymized engagements

Research used in real work.

Anonymized examples of delivered work.

140 → 12

~140 organizations ranked into a 12-target priority shortlist.

Branch & SKU cash

Footnote-reconciled working-capital and SKU margin diagnostics isolating excess branch inventory, trading-house markups and post-merger SG&A layers against peers.

Pre-LOI bridge

Implied equity valuation bridges and standalone carve-out reconstructions separating volume growth from channel mix and margin expansion before exclusivity.

How we work together

Your method. AI research, analyst-checked.

  1. 01

    Frame the question

    Together, we agree the decision, research scope, inputs and what a useful answer looks like.

  2. 02

    Build the evidence

    AI agents gather company and industry evidence around your criteria, peer set and permitted sources, and cite every source.

  3. 03

    Explain what matters

    Our analysts check the agents’ work: they challenge the findings, check peers and calculations, and flag anything unverified before the brief reaches your review.

Start with one question

What research would help your next pitch or client conversation?

Tell us what you’re investigating and when you need an answer. We’ll discuss the scope, inputs and research that would help.

Discuss your project