We handle the entire process. From sourcing and closing acquisitions, to preparing and selling your business, to deploying AI that cuts costs and scales operations.
$10 trillion in businesses are about to change hands
Baby boomers own over 2.3 million businesses that will need new ownership this decade. At the same time, AI is making it possible to run these businesses with dramatically fewer resources and higher margins.
We help you capitalize on both trends. Buy undervalued businesses, let us implement AI to increase margins, and either hold for cash flow or roll up into a larger exit.
It means we do the work. When you're buying, our team sources deals, runs analysis, drafts LOIs, manages due diligence, and guides you through close. When you're selling, we prepare your business, find qualified buyers, and manage the entire transaction. When you want AI, we deploy and manage the agents. You make decisions. We execute.
What kinds of businesses do you work with?
We work across industries: services, SaaS, e-commerce, home services, healthcare, manufacturing, and more. Our sweet spot is established, profitable businesses typically in the $500K to $50M revenue range.
Do I need acquisition experience?
No. That's why we exist. Your dedicated advisor has done this many times. They handle the complexity so you don't have to learn it all from scratch.
How does the AI implementation work?
We deploy 28 autonomous AI agents across four departments: M&A, Sales & Marketing, Admin & Ops, and Finance. These agents handle deal sourcing, lead qualification, financial analysis, outreach, and more. We set everything up and manage it for you.
What is a sector rollup?
A rollup means acquiring multiple businesses in the same industry and combining them into a larger platform. Individual businesses sell for 3-4x earnings. A rolled-up platform can command 8-12x. We help you execute this strategy end-to-end.
The modern approach to buying, selling & scaling businesses
We combine hands-on M&A advisory with AI technology. Whether you want to acquire, exit, or optimize, we do the heavy lifting.
Our Approach
We do the work. You make the decisions.
Most people want to buy, sell, or optimize a business but don't have the time, team, or expertise to manage a complex process. Traditional advisory firms charge massive retainers and move slowly.
We built a better way. 35 dedicated advisors backed by 28 AI agents handle the heavy lifting: sourcing, analysis, outreach, due diligence, and negotiation. Institutional-quality support, done for you.
$1B+
In transactions completed
800+
Clients across 20+ countries
35
Dedicated M&A advisors
28
AI agents in production
What We Do
Choose your path
We serve buyers, sellers, and business owners who want to get more profitable with AI.
We find and close your acquisition
Whether you're a corporate executive looking for your first deal, a serial acquirer scaling a portfolio, or an entrepreneur entering a new market, we handle the entire acquisition process for you.
✓Dedicated advisor manages your deal end-to-end
✓AI sources and analyzes thousands of opportunities daily
✓We draft LOIs, run due diligence, and negotiate terms
Most sellers leave money on the table. We fix that. We optimize your business with AI before listing, prepare institutional-quality materials, and match you with the right buyers from our network.
✓Free AI audit to identify cost savings and margin improvement
✓We implement AI to boost your valuation before going to market
Whether you're preparing to sell, scaling post-acquisition, or just want to run leaner, we deploy 28 autonomous AI agents into your business. We handle everything: setup, configuration, training, and ongoing management.
AI sources thousands of deals daily. We run analysis, LOIs, and close.
Browse listings manually. Figure out the rest yourself.
Selling
We optimize with AI, prep materials, and match you with 800+ buyers.
List with a broker and hope for the best.
AI Implementation
We deploy 28 agents and manage everything for you.
Buy SaaS tools you'll never fully use.
Speed
Deals in days, offers in weeks, close in months.
Months to years with no guarantee.
Post-Transaction
AI deployment, operations support, and rollup strategy.
You're on your own.
Rollup Strategy
Buy one business. Build an empire.
We help you acquire multiple businesses in the same sector and combine them into a platform worth far more than the sum of its parts. This is the same strategy PE firms have used for decades. We execute it for you.
The Math
Single Business
3-4x EBITDA
After AI
+30-60% margins
Rolled-Up Platform
8-12x EBITDA
Let's talk about your goals
Whether you want to buy, sell, or implement AI, the first step is a conversation.
Our AI sources thousands of opportunities daily and our network surfaces off-market deals. Every deal comes with AI-powered analysis and post-acquisition optimization.
We don't hand you a toolkit. We deploy autonomous AI agents, configure them for your operations, and manage them. All coordinated by Cortex, our central AI operator.
