AI Tools for Mergers and Acquisitions Advisors

AI tools that help M&A advisors source deals, screen targets, run financial analysis, and prepare client materials faster — from initial screening through due diligence.

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CompanyEmployeesFunding
TalentFlow AI82Series B · $18M
PeopleOps Pro134Series B · $24M
HireIQ Platform67Series B · $15M
WorkforceLens110Series B · $21M
34 companies matched · 9 flagged with motivated seller signals

Deal sourcing and target screening

Identify acquisition candidates by filtering companies on funding stage, employee count, geography, and vertical. Build qualified target lists faster than manual research allows, with enough context to prioritize outreach intelligently.

Find B2B software companies in the supply chain visibility space with 20–100 employees, based in Europe or North America, that have raised between $5M and $30M total funding.

Screened 847 companies — 34 match your criteria. Flagged 9 with recent leadership changes (potential motivated sellers). Top matches include companies in Germany, Netherlands, and Chicago. Full list with LinkedIn, funding history, and estimated headcount attached.

ToolRouter find_leads
CompanyHqEmployees
LogiTrack EUAmsterdam, NL58
VisibilityAIChicago, IL82
ChainView GmbHBerlin, DE44
FreightScopeToronto, CA91
34 matches · 9 flagged with motivated seller signals

Company due diligence and financial filing review

Pull registered company details, director histories, and filed accounts for target companies. Cross-check corporate structure, ownership, and filing patterns for any red flags before engaging deeper in due diligence.

Look up the UK Companies House record for TechTarget Solutions Ltd — I need the directors, shareholders, last 3 years of filed accounts, and any charges or insolvency notices.

Found. Incorporated 2014, 3 active directors, 2 shareholders (founder 62%, PE fund 38%). Latest accounts show revenue £4.2M, EBITDA £890K. One charge registered to HSBC (revolving credit facility). No insolvency notices.

ToolRouter search_company
FieldValue
Incorporated2014 · 3 active directors
ShareholdersFounder 62% · PE Fund 38%
Revenue (Latest)£4.2M · EBITDA £890K
Charges1 charge · HSBC revolving credit facility
No insolvency notices · clean filing history

Sector valuation and deal multiples research

Compile comparable transaction data, public company trading multiples, and sector-specific valuation benchmarks. Build the data foundation for pitch materials, fairness opinions, and client discussions on pricing expectations.

What are current EV/Revenue and EV/EBITDA multiples for public SaaS companies in the HR tech space, and what deal multiples have private HR tech acquisitions traded at in the last 18 months?

Public HR tech SaaS median: 5.8x EV/Revenue, 22.4x EV/EBITDA (top quartile: 9.2x / 31.1x). Recent private deal data: 7 transactions identified, median 6.4x revenue. Premium buyers: Workday, SAP, and PE-backed HR platforms paying 8-11x for high-growth targets.

ToolRouter research
Public Median EV/Revenue
5.8x · top quartile 9.2x
Public Median EV/EBITDA
22.4x · top quartile 31.1x
Private Deal Median
6.4x revenue · 7 transactions 2023–2025
Strategic Premium
Workday/SAP paying 8–11x for high-growth targets
ToolRouter get_quote
CompanyEv/revenueEv/ebitda
Workday8.4x31.2x
Paycom5.1x19.8x
Paylocity5.8x22.6x
Updated today · market cap weighted median 5.8x EV/Rev

Financial modeling and valuation calculations

Run precise DCF valuations, WACC calculations, accretion/dilution analyses, and LBO return scenarios to frame deal economics quickly. Generate numbers clients can interrogate without waiting for a full model build.

Run a DCF on a target with $12M revenue, 28% EBITDA margin, 25% projected growth rate for 3 years then 15% for 2 years, and a terminal growth rate of 3%. Use a 12% discount rate.

DCF complete. Enterprise value: $68.4M (5.7x revenue). Sensitivity table shows range of $51M–$89M across ±2% discount rate and ±3% terminal growth. At $70M offer price, IRR is 21.3% at 5-year exit with 18x entry EBITDA multiple.

ToolRouter dcf
Enterprise Value
$68.4M (5.7x revenue)
Sensitivity Range
$51M–$89M across ±2% discount rate, ±3% terminal growth
At $70M Offer
IRR 21.3% at 5-year exit · 18x entry EBITDA
Discount Rate
12% WACC used
Terminal Growth
3.0% — conservative baseline

Regulatory and compliance screening

Screen acquisition targets and key personnel against sanctions lists, PEP databases, and regulatory enforcement actions. Run initial compliance checks before proceeding to full KYC and legal due diligence.

Screen the three founders of DataVault GmbH against sanctions lists and check if the company or its directors have any SEC or FCA regulatory enforcement history.

No sanctions matches for any of the three individuals. No SEC enforcement actions found. One director (Klaus Weber) appeared in an FCA supervisory notice in 2019 as a third party — non-material, no personal finding. Clean for initial due diligence.

ToolRouter screen_entity
Founder 1
No matches — OFAC, EU, UN, HMT all clear
Founder 2
No matches — all lists clear
Klaus Weber (Dir.)
FCA supervisory notice 2019 — third-party mention, non-material
Overall
Clean for initial DD — recommend noting Weber mention
ToolRouter search_actions
SEC Actions
No enforcement actions found
FCA Actions
No enforcement actions — supervisory notice 2019 noted (non-material)
BaFin (Germany)
No actions found

Market and sector deal flow monitoring

Monitor news and public filings for deal announcements, strategic buyer activity, and sector consolidation signals. Stay ahead of deal flow in your target verticals without spending hours on manual news scanning.

Monitor M&A deal announcements in the industrial automation and robotics sector over the last 30 days. I want acquirer names, deal size where disclosed, and strategic rationale cited.

Found 11 transactions. Notable: ABB acquired AMR startup ($340M, expand warehouse robotics portfolio), Siemens bought PLC software vendor (undisclosed, cited IIoT integration). 3 PE take-privates. Deal volume up 23% vs same period last year.

ToolRouter search_news
AcquirerTargetSize
ABBAMR Startup (undisclosed)$340M
SiemensPLC Software CoUndisclosed
PE Consortium3 take-privatesVarious
11 total transactions · deal volume +23% vs LY

Ready-to-use prompts

Source acquisition targets

Find [industry/vertical] companies with [employee range] employees and [funding range] total funding raised, based in [region]. Flag any with recent leadership changes or ownership transitions.

Company due diligence

Look up [company name] in [country] — I need directors, shareholders, last 3 years of filed accounts, any charges, and insolvency history.

Pull sector deal multiples

Research current EV/Revenue and EV/EBITDA trading multiples for public [sector] companies and recent private transaction multiples for deals in the last 18 months.

Run DCF valuation

Calculate the DCF value of a company with [revenue], [EBITDA margin], [growth rate] for [years], terminal growth rate of [X]%, and a discount rate of [X]%. Show a sensitivity table.

Compliance screening

Screen [person name] and [company name] against global sanctions lists, PEP databases, and US/EU financial watchlists. Flag any matches or near-matches.

Monitor deal flow

Search for M&A announcements, strategic investments, and take-private transactions in the [sector] space over the last 30 days. Include deal size and stated strategic rationale where available.

Research regulatory history

Search SEC EDGAR for [company name] or [ticker] to find any 8-K disclosures, enforcement correspondence, or material event filings from the last 3 years.

Public company comps

Get current stock prices, market cap, revenue estimates, and EV for [list of comparable public companies] to build a comps table for a deal pitch.

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Target identification and initial screening

Build a qualified target list for a buy-side mandate: identify candidates, verify company details, and screen for initial compliance red flags.

1
Lead Finder icon
Lead Finder
Screen companies matching deal criteria (size, vertical, funding stage, geography)
2
Company Lookup icon
Company Lookup
Verify company registration, directors, and financial filing history
3
Compliance Screening icon
Compliance Screening
Run initial sanctions and PEP screening on founders and key directors
4
News icon
News
Check recent news for any red flags or deal activity signals

Valuation and deal economics package

Build the quantitative foundation for a deal — sector multiples, DCF analysis, and comparable transactions.

1
Stock Market icon
Stock Market
Pull trading multiples for public comparable companies
2
Deep Research icon
Deep Research
Research recent private transaction multiples in the sector
3
Financial Calculator icon
Financial Calculator
Run DCF and sensitivity analysis on the target

Sector origination and deal flow monitoring

Proactively monitor a target vertical for deal flow signals, new buyers entering the space, and companies that may be approaching exit.

1
News icon
News
Monitor M&A activity and deal announcements in the sector
2
Lead Finder icon
Lead Finder
Identify recent leadership changes and ownership transitions at target companies
3
SEC Filings icon
SEC Filings
Scan public company filings for strategic review announcements or material events

Frequently Asked Questions

How detailed is the company lookup data for private companies?

Company Lookup pulls from official registries in the UK (Companies House), US (SEC EDGAR and state registries), and EU. For UK companies, you get full filing history, director names and appointment dates, shareholder data, and any charges registered. Coverage depth varies by country.

Can the compliance screening tool handle international sanctions lists?

Yes. Compliance Screening covers OFAC (US), EU consolidated list, UN sanctions, HMT (UK), and PEP databases across multiple jurisdictions. It handles fuzzy name matching to catch near-misses. This is initial screening — full KYC still requires legal due diligence.

How do I find comparable private transaction multiples?

Deep Research synthesizes data from public press releases, investor announcements, and industry publications that disclose deal multiples. Stock Market provides public company trading multiples for listed comps. For the most comprehensive private deal database, pair these tools with your firm's proprietary deal data.

Can the financial calculator handle LBO analysis?

Financial Calculator handles DCF, WACC with CAPM, bond pricing, and other standard financial math with high precision. For LBO modeling with complex capital structure scenarios, use it for individual calculation components alongside your full Excel model.

How do I monitor a sector for ongoing deal flow?

Use News with specific sector keywords and set it to recent timeframes (30 or 90 days). Combine with Lead Finder to track hiring signals at target companies and SEC Filings to monitor 8-K material event disclosures from public companies in adjacent spaces.

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