DealFlowAgent
    Advisor & Broker Partner Programme

    Access more qualified acquirers for your sell-side clients

    DealFlowAgent helps advisory firms, brokers and boutique investment banks expand buyer access for specialist mandates across building services, healthcare, facilities management, fire & life safety, HVAC, electrical maintenance, M&E and security.

    You remain the lead advisor. If DFA introduces the successful buyer, we receive 18% of your success fee. If we do not, we receive nothing.

    No upfront fee for advisor partners. DFA is paid only where we introduce the successful buyer.

    12,900+

    Acquirer and buyer-contact records across our internal systems

    2.1M+

    Companies and buyer records indexed across our research infrastructure

    UK · US · Global

    Buyer coverage across UK, USA and selected global markets

    10–16wks

    Typical targeted outreach window to qualified buyer engagement

    Not planning to stay involved as lead advisor? If you just want to refer an owner over to us, the referral programme is the right route — simpler terms, paid on completion.

    Go to referral programme
    Announcement · $750,000 raised

    Backed by investors behind Uber, SpaceX, Canva, Notion and others, to modernise M&A advisory for business owners and buyers like you.

    We have raised investment from the same backers behind companies that transformed entire industries.

    Capital is being deployed to keep delivering successful exits — sharper buyer mapping, a stronger advisory bench, and a faster process for owners.

    Uber logo
    SpaceX logo
    Canva logo
    Notion logo
    Loom logo
    DeepMind logo
    Together.ai logo
    Crusoe logo
    Carta logo
    Recent press coverage of DealFlowAgent's $750k funding round across The Next Web, EU-Startups, Startup Researcher, Startupmag and X, alongside new partnerships with Tradeaze and Simpro.
    Recent press coverage and new partnerships.
    Featured inTNWEU-Startups
    Why broaden buyer coverage

    One LOI is not completion certainty

    A signed LOI creates momentum, but it also creates dependency. Additional qualified buyer coverage protects your process, your client and your success fee.

    ~30%+

    Signed LOIs that collapse before completion

    Diligence findings, EBITDA disputes, financing gaps, retrades, seller hesitation.

    3–5×

    More qualified buyers reduces single-buyer dependency

    Competitive tension protects your client's price, terms and timeline.

    0%

    Of fees if DFA does not introduce the successful buyer

    You stay lead advisor. DFA supplements your buyer coverage only.

    Public commentary, including Axial's 2025 broken-LOI analysis, suggests a meaningful minority of signed LOIs fail before completion. Estimates vary by deal type and source.

    Your Advisory Team

    Experienced Dealmakers Lead Your Exit

    A senior M&A bench, plus a sector specialist recruited for your industry on every deal.

    Head of M&A — identity blurred until official announcement
    Announcing Soon

    Head of M&A

    Recently joined — name announcing soon

    Recently joined from one of the largest M&A advisory firms in the UK. As an ex-Director, our new Head of M&A was selected from over 220 applicants to lead the advisory bench across Building Services and Healthcare.

    James Duboullay

    James Duboullay

    Senior M&A Advisor

    • 25+ years across investment banking, M&A and fundraising
    • Sector focus: essential services and software
    • Long-standing relationships with private equity buyers and growth funds
    • Personally advising DealFlowAgent founders for the past four years
    Emerson Patton

    Emerson Patton

    Sector Specialist: Building, Construction & Trade Services

    • 20+ years advising owners in building services, fire safety, HVAC, plumbing, and construction
    • Guided 200+ companies through growth, profit improvement, and exit planning
    • Builds equity value and operational structure long before a sale
    • Partners with DFA to prepare owners for exit while the advisory team runs the sale
    Joe Thomason

    Joe Thomason

    Senior M&A Advisor

    • Previously Analyst at KBS Corporate
    • Analyst at Hampleton Partners, Associate at Tech Credit Partners
    • Worked on 25+ completed transactions (£300k to £120m)
    • Specialist in debt lending for business buyers
    Kaya Kesici

    Kaya Kesici

    M&A Advisor — Fire Safety, Security & Compliance

    • 17 completed M&A transactions over the past six years across UK SME fire safety, security and compliance-led services
    • Sell-side and buy-side experience — buyer research, acquirer mapping, outreach and live process coordination
    • Information request lists, databook prep, IC-style summaries and EV-to-equity bridge work
    • Direct sector exposure across fire protection, security systems, CCTV, access control and intruder alarms

    Previously

    Ranger Fire & SecurityComplii

    Ranger Fire & Security · Complete Building Services · Compliance Group

    Sam Pouyan

    Sam Pouyan

    Senior M&A Advisor

    • 10 years across buy-side and sell-side M&A
    • Former investment banking analyst
    • Expert in financial modelling and deal structuring
    Joe Lewin

    Joe Lewin

    Founder, DealFlowAgent

    • 22 completed M&A transactions
    • Direct relationships with hundreds of strategic and financial acquirers
    • Previously built a mobility and field services business to 30 staff and 6 UK warehouses, then sold via competitive process with an EY M&A partner
    • Raised £2m in funding; placed 3rd of 1,900 at OnStage (the "Y Combinator of Europe")
    • Full-stack developer of advanced agent systems and second-brain tooling for the M&A process
    Tim Armoo

    Tim Armoo

    Partner & Chief Marketing Officer

    • Founded Fanbytes, scaled revenues to £10m+, exited at multi-eight-figure valuation
    • Advises on multiple M&A deals, invests in early-stage ventures
    • Built 700,000+ follower community teaching founders to scale and sell
    • Partnered with DealFlowAgent to expand access for founders to buyers
    Recruited Per Deal

    Sector Expert

    Industry-Specific Advisor

    For every engagement we add a sector specialist from your industry to the core team: a 15–25 year operator or advisor with direct relationships in your niche. Recruited per deal so you get the right fit, not a generalist.

    OFFER STAGEEx Goldman · Deutsche · EY · KPMG

    Senior M&A Advisor

    Offer stage — joining late July 2026

    Selected from 200+ applicants including bankers and advisors from Goldman Sachs, Deutsche Bank, EY and KPMG, plus leading boutique M&A firms.

    INTERVIEWINGEx Goldman · Deutsche · EY · KPMG

    Senior M&A Advisor

    Final interviews — joining late July 2026

    Lower-mid market specialist (£1M–£10M EBITDA). Shortlisted from the same 200+ applicant pool across bulge-bracket banks and Big-4 corporate finance.

    The bench is growing. Two senior M&A hires confirmed for late July 2026, selected from 200+ applicants out of Goldman Sachs, Deutsche Bank, EY, KPMG and leading boutique M&A firms. See open roles →

    Proprietary Technology

    The AI layer behind every advisor

    Two in-house AI systems work alongside the human bench. They are software, not people — built and supervised by the advisory team.

    Sage — AI agent
    AI Agent

    Sage

    AI Deal Concierge

    Available 24/7. Monitors every signal in your deal and keeps the advisory team one step ahead. Trained on thousands of M&A transactions.

    Sterling — AI agent
    AI Agent

    Sterling

    Buy-Side Deal Origination Agent

    Engages 12,000+ acquirers to surface live mandates and intent, then feeds your advisors with warm, ranked buyer matches.

    The Problem

    The Challenges of Traditional Deal-Making

    Inefficient, Manual Buyer Research

    Hours spent building buyer longlists from LinkedIn, databases, and Google, only to find most contacts are outdated or irrelevant.

    Unpredictable Revenue and Long Timelines

    The feast-or-famine cycle of deal flow. Long timelines delay your commissions and create uncertainty across your pipeline.

    Difficulty Uncovering Premium Buyers

    Struggle to look beyond the usual suspects and find the hidden acquirers who will pay a genuine premium for your client's business.

    The Engine Behind Your Results

    Intelligence-Led Buyer Discovery

    We have invested significant capital into data science, research infrastructure, and specialist databases so that your clients get access to acquirers that traditional methods simply cannot reach.

    Always-On Buyer Mapping

    Our research agents run continuously across the UK, US, and key European markets, identifying new companies, tracking acquisitions, and flagging buyer intent signals as they emerge.

    4 Investment Bank-Grade Data Sources

    We have invested tens of thousands in API credits across four specialist M&A databases, supplemented by wider internet research. 10 different research agents conduct deep-dive analysis across these sources simultaneously.

    50+ Acquisition Intent Signals

    We score every potential acquirer against 50+ signals, including acquisition history, capability assessment, strategic fit, cross-sell and upsell synergies with your client's business, and genuine buying intent.

    15-Source Contact Enrichment Waterfall

    We use a 15-database waterfall to find verified email addresses, phone numbers, and decision-maker details for every qualified acquirer. No outdated or generic contacts.

    Multi-Stage Personalised Outreach

    Every buyer communication is written across multiple stages of personalisation, then fact-checked, cross-referenced, and validated so that every contact feels warm, relevant, and specific to the acquirer.

    Human-Led Review by Experienced Advisors

    Our founding team has sold over 12,900 businesses. Every buyer list, every piece of outreach, and every strategic recommendation is reviewed by an experienced M&A professional before it reaches you.

    How It Works

    From Mandate to Competitive Tension

    1

    Submit a Mandate

    Securely and confidentially submit your client's deal details. A mutual NDA provides complete peace of mind. Your clients remain your clients.

    2

    We Expand Qualified Buyer Access

    Our research agents analyse 4 investment bank-grade databases, 50+ intent signals, and wider internet sources to expand the qualified acquirer universe with 200-500 strategic and financial buyers, each with a documented rationale.

    3

    We Refine Your Documentation

    Our team reviews your Information Memorandum and teaser, providing expert feedback to ensure it resonates with the specific buyers we have identified.

    4

    We Launch Personalised Outreach

    Multi-stage personalised buyer communications, fact-checked and cross-referenced, so every acquirer receives a warm, relevant approach that drives responses.

    5

    You Close at Better Terms

    More qualified buyers at the table means competitive tension, stronger valuations, better deal terms, and more cash up front. You lead negotiations and close the deal.

    Buyer Attribution

    Clear buyer attribution before outreach begins

    Before DFA begins outreach, the lead advisor can provide a protected-buyer list for active mandate-specific conversations. That protects existing advisor relationships while ensuring DFA is protected where we create new buyer engagement.

    Protected advisor buyers

    Already in active mandate-specific dialogue before DFA starts. No DFA fee entitlement.

    DFA-introduced buyers

    DFA creates the first mandate-specific engagement, meeting, offer or LOI. DFA fee applies if that buyer completes.

    Shared / unclear buyers

    Agreed upfront before outreach begins.

    Detailed wording sits in the advisor-partner agreement.

    Book a Confidential Call

    Book a confidential 30-minute call with Joe from our M&A advisory team. No obligation. Everything discussed stays between us.