Relationships and approaches
We do not contact targets or approach owners. Every conversation with a company is yours.
Managed Services
Your team leads the agenda.
Our best minds work alongside.
Bring our best minds in to work with your team on CorpDev.Ai, inside your own workspace. They work on market intelligence, sourcing, investment memos, digital twins and integration plans, while the relationships and the decisions stay with you.
What the work covers
The research and deliverables behind your decisions.
Everything is done on the platform, so the lists, documents, models and visuals sit in your workspace as they develop.
Market intelligence and sourcing
Follow the markets you care about on the cadence you set, and turn a thesis into a qualified list of companies.
- Market briefings on your cadence, such as monthly or ahead of a strategy review
- Long lists built from a plain-language description of the companies you want
- Screening against your criteria, with the reasoning shown for each company
- A tiered landscape of the candidates worth pursuing
Investment memos
Draft the memorandum your team takes to the investment committee or the board, with the sources behind the figures.
- Strategic rationale, buy versus build, valuation and key risks
- Source citations that link to the original material
- Export to Word, PDF or PowerPoint
Digital twins, carve-outs and integration
Model the business you are buying, work out what it shares with its parent, and plan the first 100 days.
- Digital twins of targets and markets
- Carve-out planning: what the business depends on its parent for, and what must be replaced
- Integration workstreams sequenced against Day 1, Day 30 and Day 100
How an engagement runs
A defined question, worked in your workspace.
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01
Define the question and deliverables
Agree the question your team needs answered, the deliverables, and when you will review them.
Output: an agreed scope -
02
Work in your workspace
Our best minds research and draft on the platform, in your workspace. Your team can follow the work as it develops.
Output: lists, documents and models -
03
Review together
Your team challenges the analysis and sets the priorities. We revise until the work is ready for your decision.
Output: decision-ready deliverables -
04
Continue as a program
Refresh the market on your cadence, carry sourcing into integration planning, or support the add-ons in a roll-up program.
Output: an ongoing program
What stays with you
The relationships and the decision stay with your team.
The board and the decision
We help prepare the materials. Your team presents them to the board and makes the call.
Your workspace
The work is done in your workspace, under the roles you set, so your team keeps building on it.
Illustrative samples
See the depth of the deliverables.
Both samples come from one illustrative Walmart autonomous-delivery case, made on the platform. They are not a real transaction or a customer's work.
Sample · Target identification
M&A Target Identification: Autonomous Delivery & Drone Technology
An ideal target profile, priority target assessments, a comparative prioritization matrix and a recommended acquisition strategy.
Open the sample target assessment ↗ Sample · Integration planningDroneUp Post-Merger Integration Plan
Governance, six workstreams across Day 1, Day 30 and Day 100, workstream charters, synergy tracking and the roadmap beyond Day 100.
Open the sample integration plan ↗More illustrative deliverables are in the samples library.
Start with the question your team needs answered.
On a strategy call, we agree the question, the deliverables and who on your team reviews them.