Case Study
AI and natural language understanding (NLU) expand M&A margins
Results
<1hr
CIM evaluation time reduced to <1 hour, from 40+ hours
Scale
Increased deal capacity
Growth
Margin expansion
Company Profile
Boutique investment bank focused on M&A advisory for privately-held lower-middle-market companies and public-entity transactions, collaborates with founders nearing retirement and stakeholders in municipalities and public entities to create custom transaction solutions. Distinctive personal-purpose advisory philosophy differentiates it from larger generalist banks.
Challenge
The target market for investment bank M&A services team has 150,000+ companies. However, because private-market transactions are infrequent, specific information is hard to find. As a result, the banker’s team needed to perform time-consuming specialized research and analysis. Leadership sought to automate a new financial product that could use publicly available information to generate insights on a particular company and compile an assessment for use by potential acquirers.
Solution
The automation uses a combination of AI and Natural Language Understanding tools to identify who to call, who to call back and how much to pay. On the buy-side, Natural Language Understanding functionality reviews Confidential Information Memorandum (CIM) in minutes to eliminate companies that do not fit prospective buyers’ criteria. On the sell-side, AI uses public data sources (e.g., social networks, podcasts, digital documents) to identify connections between companies, the firm and prospective buyers.
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