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M&A Deal Platform

United Kingdom

UK-based advisory and corporate finance software giving accountants and business advisory practices an AI Copilot, valuation tools, and a marketplace to deliver M&A, valuation, and exit-planning services to SME clients.

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 Makes M&A Deal Platform Different

Key differentiators highlighted by the vendor.

  1. Built for advisory practices and accountants, not direct dealmakers
  2. AI drafts Business Plans and Information Memorandums in minutes
  3. Combines advisory software with a buyer-seller marketplace

Key facts

Year founded
2021
Pricing
Subscription
Deal stage
Full Lifecycle
Target market
Corporate finance advisors, accountants, and business advisory practices in the UK offering valuation, M&A, and exit-planning services to small and medium business clients

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