Transactions · for advisors

Differentiated material.
Every mandate.

The AI question is now asked in every process you run — by buyers, banks, and boards. An assessed mandate answers it with a document instead of a paragraph of reassurance.

The repeatable edge

One protocol, eight mandates a year.

A corporate finance firm runs the same race every time: differentiate the asset, control the narrative, close the gap between asking price and silent discount. The moat analysis productizes the AI part of that race — an evidence-backed equity story and AI plan, delivered on a fixed four-week clock that fits your process timeline.

Because the protocol is versioned and the M-scale calibrated, scores are comparable across your mandates. The material compounds: every engagement sharpens the benchmark you bring to the next one.

In the IM
The moat analysis and AI plan, written to be excerpted directly into the information memorandum.
In the process
The buyer's AI questions answered before they are asked — with evidence their advisors can verify.
Across mandates
Calibrated scores, comparable between assets and vintages. Your own benchmark, growing.
Across the table
The same protocol serves buy-side engagements — which is why buy-side advisors rely on it.
Independence

Advocacy is your job. Evidence is ours.

The report is deliberately not sales material. Findings unfavourable to the seller are reported unchanged, sources are logged and archived, and the seller's review covers factual accuracy of public-record statements only. That is precisely what lets the other side's advisors rely on it — and what makes the favourable findings move a price.

We sell no implementation and take no success fees. The assessment has no position in the outcome of your process.

Advisor · engagement shape
Mandate timeline
PhaseWeeks
Position ledger drafted from mandate materials1
Scoring and evidence, management interviews2–3
Moat analysis + AI plan, IM-ready4
Eight mandates a year deserve eight equity stories.