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M&A Deal Platform

United Kingdom

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.

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 rather than direct buyers or sellers
  2. AI-assisted drafting of Business Plans and Information Memorandums cuts first-draft time to minutes
  3. Combines advisory tooling with a marketplace (Precision.Market™) for owners, buyers, and partners in one platform

Key facts

Year founded
2021
Pricing
Subscription
Deal stage
Full Lifecycle
Target market
Corporate Finance Advisors • Accountants • Business Advisory Practices • SMEs

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