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Agentic AI Solution for M&A Deal Origination

Turning manual deal origination research into a coordinated, AI-driven workflow that saved around 904 hours of manual work while advisors kept full control over decisions and client engagement.

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Home /Home /Case Studies /Case Studies /Agentic AI Solution ...Agentic AI Solution for M&A Deal Origination

Banking & Financial Services

Helping M&A advisors spend more time on the deal and less on the research

The Case

A leading M&A advisory firm, partnered with Reflections to change the way its deal teams identify and evaluate acquisition targets. Deal origination involves a lot of manual research: understanding buyer mandates, finding potential targets, checking company information across sources, judging strategic fit, and tracking down business owners. This work took up advisor time that could have gone into evaluating deals and building client relationships.

Solution

Using Anthropic’s Claude and our agentic AI engineering expertise, Reflections built an agentic AI solution designed specifically for M&A deal origination:

• Built agents that interpret buyer mandates and turn them into structured search criteria for target discovery
• Automated the discovery of potential acquisition targets that match the mandate
• Checked company information against multiple sources to make the research more accurate and reliable
• Assessed each target’s strategic fit against the buyer’s objectives
• Identified business owners and key decision-makers so advisors can approach targets faster
• Combined company research, screening, due diligence, and investment thesis development into one coordinated workflow
• Kept advisors in control, with decisions and external engagement handled by the deal team

Technology Stack

• AI Model: Anthropic Claude
• Approach: Agentic AI, multi-agent workflow orchestration

Benefits

• Significant Time Savings: Saved around 904 hours of manual research work
• Focus on High-Value Work: Advisors have more time to evaluate deals, build client relationships, and close transactions
• Reliable Insights: Checking information across multiple sources improves confidence in target data
• Unified Workflow: Research, screening, diligence, and thesis development happen in one place
• Human-in-the-Loop Control: Advisors keep authority over decisions and external engagement

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