How It Works

    Sage prepares founders. Sterling builds buyer relationships. Together, they remember nuance at scale and create competitive tension that moves deals.

    22

    Completed M&A Deals

    Since 2022

    28000+

    Acquirers

    In our relationship network

    5

    Weeks to First Offers

    60%

    Conversion Rate

    Call to client

    The broken M&A experience

    Founders' pain

    "If your business makes under £20M, you won't get investment bank attention."

    "Marketplaces are noisy, brokers are expensive, and exclusivity often kills momentum."

    "Even good businesses get dragged through months of wasted diligence."

    Buyers' pain

    "Meanwhile, acquirers send out hundreds, often thousands, of cold emails a month."

    "They're forced to spray and pray emails to business owners — guessing who might be selling and which businesses are actually healthy."

    "Building real relationships and maintaining access to vital data as businesses evolve at that scale is almost impossible."

    Meet Sage and Sterling

    Sage

    Seller Coach

    • Works with founders planning an exit in 3 months or 3 years.
    • Coaches founders to build profitable, non founder dependent, buyer-ready companies.
    • Human-like coaching delivered via WhatsApp, email and voice.

    Sterling

    Buyer Builder

    • Builds real relationships with active acquirers via inbound and outbound calls.
    • Listens carefully. Understands intent, strategy, fit, budget and chemistry.
    • Makes warm, double opt-in introductions via email.

    Listen To Sage & Sterling In Action

    (it's worth the listen)

    A Vast, Underserved Market

    The M&A market is experiencing unprecedented growth, creating massive opportunities for innovation

    3.2M

    Supply Side Opportunity

    3.2 million business owners are currently 'up for sale.' The majority are not listed on a marketplace or working with an advisor or broker, representing a massive untapped opportunity.

    66%

    The Baby Boomer Exit Wave

    2 out of 3 baby boomer business owners don't have a formal exit plan in place, yet they fully intend to sell in order to retire. This demographic shift represents an unprecedented wave of M&A activity.

    60%

    DIY Deal Prevalence

    Over 60% of the 130,000 small-cap M&A transactions that complete annually are done on a DIY basis, indicating massive demand for professional guidance and infrastructure.

    Exploding

    Buy-Side Explosion

    Never before has there been so much capital available, and the quantity of active business buyers has exploded. Local service firms represent a safe bet as acquirers can buy them on a low multiple and install AI systems to drive efficiency.

    The Platform in Motion

    Founder

    Sage

    Sterling

    Buyer

    AI agents remember nuance, track intent, and create trust at scale.

    Why Us?

    Our AI Prevents Common Deal-Killers

    Unrealistic price

    AI aligns expectations before LOI

    Messy financials

    Document checklist catches gaps early

    Customer concentration

    Flags dependency before diligence

    Founder dependency

    Prompts SOPs and training plans

    No real buyer budget

    Intent verification before intros

    Red-flag contracts

    Early Q&A escalation to human advisor

    Exclusivity abuse

    Milestone-based auto reminders

    Silent weeks

    AI nudges keep momentum

    Working capital surprise

    Educates on normalisation early

    Integration fear

    Drafts 90-day plan; buyers stay engaged

    Our Traction

    0

    Average weeks to mandate

    After first call

    8 → 0

    Calls to paying clients

    High conversion rate

    £0M

    Live offers

    £11M and $750K deals

    Inspired By

    Part of a new wave of AI-native professional infrastructure

    Our Team

    Joe Lewin

    Founder & CEO

    M&A advisor with extensive experience in deal-making and client management. Passionate about transforming the M&A experience through AI.

    Team Member

    Coming Soon

    Join our growing team of M&A and AI experts.

    Team Member

    Coming Soon

    Join our growing team of M&A and AI experts.

    Pricing

    Sage

    £120 + VAT/month

    Exit prep, accountability, and materials.

    Advisory

    £6,000 + success fee

    Founder-friendly, transparent, aligned with outcomes.

    Let's talk.

    We'll be honest if you're ready. If not, we'll tell you what to fix — and help you fix it.

    Privacy-first. Double opt-in intros only.