M&A AI insights for boutique advisors.
Practical notes on readiness diagnostics, AI-generated reports, valuation risk, and advisor workflow design.
3 Financial Bubbles to Avoid When Calculating Synergies
3 Financial Bubbles to Avoid When Calculating Synergies In early 2026, building a defensible merger model requires separating realistic operational savings from financial speculation. Imagine an investment banking analyst in New York preparing a valuation model for a tech-enabled distributor. Th
2026 SaaS & Software Valuation Multiples Guide (M&A Benchmarks)
2026 SaaS & Software Valuation Multiples Guide (M&A Benchmarks) In early 2026, the SaaS M&A environment remains highly disciplined. Picture a software founder in San Francisco sitting across from a private equity buy-side team. The founder expected a double-digit ARR multiple based on outdated b
15 Common EBITDA Add-Backs to Maximize Sale Price
15 Common EBITDA Add-Backs to Maximize Sale Price In early 2026, securing a premium enterprise valuation requires sell-side advisors to locate and defend every valid adjustments. Picture an advisor representing a software development firm in Ohio. The advisor packaged the transaction using raw G
AI Virtual Data Room: How AI VDR Tools Are Replacing Manual Due Diligence in 2026
AI Virtual Data Room: How AI VDR Tools Are Replacing Manual Due Diligence in 2026 There is a particular kind of exhaustion that sets in around day eighteen of a confirmatory diligence process. The buy-side accounting team has worked through the financial records. The legal team has reviewed the
What Is a Virtual Data Room — How M&A Advisors Use VDRs in 2026
What Is a Virtual Data Room — How M&A Advisors Use VDRs in 2026 The seller's attorney called on a Wednesday afternoon with a problem that should not have existed. The transaction had been in confirmatory diligence for eleven days. The buyer's legal team had submitted a document request through
The Complete VDR Due Diligence Checklist for Sell-Side M&A (2026)
The Complete VDR Due Diligence Checklist for Sell-Side M&A (2026) The call came in at 8:47 AM on a Tuesday. The buy-side managing director at a Chicago-based private equity firm had just kicked off confirmatory diligence on a $22M lower-middle-market manufacturing acquisition, and their quality
7 Virtual Data Room Mistakes That Cost Sellers Millions in Due Diligence (2026)
7 Virtual Data Room Mistakes That Cost Sellers Millions in Due Diligence (2026) Most sell-side advisors understand, at least in principle, that a disorganized virtual data room is bad for a transaction. What is less understood — and what costs sellers real money — is how specific, avoidable erro
CIM Automation Software: How AI Is Replacing Manual CIM Writing for Boutique Advisors in 2026
CIM Automation Software: How AI Is Replacing Manual CIM Writing for Boutique Advisors in 2026 There is a peculiar inefficiency built into the standard boutique M&A advisory workflow that most advisors have simply accepted as the cost of doing business: the Confidential Information Memorandum tak
How to 2x EBITDA Before Selling Your Business: A Seller's Playbook for 2026
How to 2x EBITDA Before Selling Your Business: A Seller's Playbook for 2026 The business owner sat across from his advisor with a single question that had been building for six months: "If we wait two more years, how much more could we get" The advisor's answer was not what he expected. The iss