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AI-native investment bank helping blue-collar business owners in HVAC, dental, and fire safety sell their companies for life-changing sums.
DealFlowAgent is an AI-native investment bank for the UK and US, focused on essential service businesses. We combine expert M&A advisors with a custom AI deal concierge to help business owners sell for high valuations in a third of the time.
Founded 2024 · London, UK · Joe Lewin, CEO · February / March 2026
Press Releases
DealFlowAgent Raises $750K from Seed Investors Behind Uber, SpaceX, and Loom to Build The AI-Native Investment Bank for UK & US SMEs
Read OnlineHow DealFlowAgent Works
A 90-second overview of how DealFlowAgent connects business owners with qualified buyers using conversational AI.
Why This Matters Now
A new generation of companies is building professional services firms from scratch using AI. In the last 30 days alone, these firms have raised over $600 million. Here are the leaders of this wave.
M&A Research Institute
Tokyo-listedFounded by Shunsaku Sagami, now Japan's youngest billionaire. Built an AI-powered M&A brokerage that closes deals in 7 months vs the 10-12 month industry average. Each advisor closes 2x as many deals as competitors.
TeamShares
$352M+ raisedProgrammatically acquires businesses with $500K-$5M EBITDA from retiring owners. 82+ businesses acquired across 29 states and 40 industries. Going public via SPAC at $746M valuation.
Dwelly
$93M raisedAI-enabled roll-up buying UK letting agencies. Founded by ex-Uber and Gett executives. Already top 15 of 20,000 letting agencies in under 2 years. Led by General Catalyst.
Harper
$47M raisedAI-native insurance brokerage. YC W25. What takes traditional brokers 5-7 days, Harper does in 1-2. Led by Emergence Capital.
Corgi Insurance
$108M raisedAI-native full-stack insurance carrier for startups. $630M valuation.
Gyde Health
$60M raisedAI-native health insurance brokerage. Acquiring health insurance agencies and building AI-native platform. Led by Lightspeed.
LawHive
£44M ($60M) Series BAI-native law firm employing ~450 lawyers. Acquired Woodstock Legal Services in 2025. Expanding to US.
DealFlowAgent is doing for M&A advisory what these companies are doing for insurance, law, and accounting: building the next-generation firm from scratch using AI, not bolting software onto a broken process.
Total raised across AI-native professional services in February 2026 alone: $618M+
Story Angles
Ready-made hooks for your next article. Each angle offers a different perspective on the DealFlowAgent story.
3 Million Business Owners Want to Sell. There's No One to Help Them.
Walker Deibel estimates 3 million owners want to exit. 400,000+ are in the $/£1M-$/£50M sweet spot. Investment banks won't touch them.
Key Stats
- 3M owners wanting to exit
- 400K+ in target range
- 70% of family businesses don't transfer to next generation
Best For
Business, Economics, Retirement, SME beats
Inside the AI-Native Investment Bank Built for Blue-Collar Business Owners
DealFlowAgent pairs expert M&A advisors with a custom AI deal concierge. It screens buyers, qualifies fit, and closes deals in a third of the time.
Key Stats
- 400+ buyer conversations daily
- 9-week deal completion
- 4 offers in 4 weeks for healthcare client
Best For
Technology, AI, Startups beats
VCs Are Abandoning SaaS. Here's Where the Money Is Going.
A16Z, General Catalyst are shifting from SaaS to AI-native roll-ups. They're backing holding companies to acquire local businesses.
Key Stats
- $1T+ PE dry powder
- 94 new search funds
- JackandJill.AI $0 to $100M in 7 months
Best For
Venture Capital, Private Equity, Investment beats
He Sold His Company. Then Built AI to Fix Everything That Went Wrong.
Joe Lewin scaled to 80,000 users, sold, hated the process. Raised £2m+, built 12,000+ buyer network, created an AI-native investment bank for essential services.
Key Stats
- 80,000 users in 18 months
- £2m+ raised
- 12,000+ buyer network
- 20+ transactions
Best For
Founder Profile, Entrepreneurship, Human Interest beats
In The Press
Experienced Dealmakers Lead Your Exit
A senior M&A bench, plus a sector specialist recruited for your industry on every deal.
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
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
- •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
- •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
Sage
AI Deal Concierge
- •Available 24/7. Monitors every signal in your deal
- •Keeps your advisory team one step ahead at all times
- •Trained on thousands of M&A transactions
Sterling
Buy-Side Deal Origination Agent
- •Engages 12,000+ acquirers to surface live mandates and intent
- •Qualifies buyer fit, budget and timing before introductions
- •Feeds your advisory team with warm, ranked buyer matches
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.
Head of M&A
Senior hire — interviewing now
Final-round interviews underway with 100+ applicants. Joining May 2026 to lead the advisory bench across Building Services and Healthcare.
Senior M&A Advisor
New seat — 100+ applicants
Sourced from boutique investment banks and Big-4 corporate finance teams. Joining May–June 2026.
Senior M&A Advisor
Second seat — interviewing
Sector-specialist hire focused on the lower-mid market (£1M–£10M EBITDA). Joining May–June 2026.
We're actively expanding the bench — three senior M&A hires confirmed for May–June 2026. See open roles → Apply now →
Past Transactions
22 successful exits advised on.
Lancashire, UK-based online pharmacy sold to a USA-based strategic acquirer.
Together with the acquirer, revenue has grown >10x since the acquisition. 4 competing offers. 9 weeks to close.
"I remember when we were deciding which advisors to pick, we made a great decision picking Joe from DealFlowAgent."
Saim
Founder, Online Pharmacy (Lancashire, UK)
Online celebrant training and SaaS platform sold to an industry consolidator.
£1.1M cash deal. Jennifer retained equity stake.
"I couldn't have asked for better support. They found the perfect buyer and secured terms that exceeded my expectations."
Jennifer Claire
Founder of Academy of Modern Celebrancy
HR professional services business sold to a serial acquirer. The founder then referred her friend, Jennifer, who also sold her company.
"The team guided me through every step. I felt completely supported from first call to completion. I recommend DealFlowAgent to business owners planning their sale."
Nikki Wheeldon
Founder of Jampot
Pet-focused mobile app sold to a PE roll-up aggregator.
$2.2M exit.
Confidential
Client under post-sale NDA
YAi Agency, London-based marketing agency sold in a cash and earnout deal.
Serial agency acquirer. Undisclosed.
Jessy & Yana
Co-Founders, YAi Agency
E-commerce agency sold to a serial acquirer.
8 buyers. 32 days. Founder returned for 2nd deal.
"8 buyers got in touch with the help of their tech. We ended up completing the Ecomoo sale in 32 days to a serial acquirer."
George Stock
Founder
Fire safety, security & life safety
Our vetted partner advisors across the UK and US have advised on transactions including:
- £5.8M accredited fire alarm maintenance firm with a strong commercial contract book acquired by a regional fire and security consolidator
- £1.2M independent fire extinguisher servicing business with route-based recurring revenue sold to a regional fire safety group
- £12M fire alarm and detection integrator with a substantial commercial maintenance base sold to a PE-backed compliance platform
- £18M fire sprinkler and suppression contractor with national framework agreements sold to a PE-backed fire safety platform
- £22M alarm receiving centre with a large monitored connection base sold to a UK PE-backed monitoring platform
- £28M integrated fire and security group (alarms, CCTV, access control, monitoring) acquired by a listed UK facilities and compliance group
- £35M passive fire protection specialist (social housing and healthcare) acquired by a listed building safety group
- $42M integrated security systems platform sold to a major US strategic acquirer
7 specialist advisors in this sector
Building services & FM
Our vetted partner advisors across the UK and US have advised on transactions including:
- £2.5M HVAC maintenance business sold to a regional trade buyer
- $4.8M electrical contracting firm acquired by a national services group
- £12M plumbing and heating group sold to a PE-backed roll-up
- £3.2M roofing contractor sold to a multi-trade consolidator
- £8.5M facilities management firm acquired by an infrastructure investor
- $45M mechanical services group sold to a Fortune 500 building services division
- £6.2M landscaping and grounds maintenance business sold to a facilities group
3 specialist advisors in this sector
Healthcare
Our vetted partner advisors across the UK and US have advised on transactions including:
- £14M dental practice group sold to a corporate dental chain
- $22M veterinary hospital network acquired by a PE-backed platform
- £4.1M residential care home acquired by a regional operator
- $8.5M behavioural health clinic sold to a healthcare consolidator
- £28M domiciliary care provider acquired by a listed healthcare group
- £3.6M independent pharmacy sold to a healthcare consolidator
- $130M multi-site urgent care platform acquired by a hospital system
2 specialist advisors in this sector
Other Businesses
Our vetted partner advisors across the UK and US have advised on transactions including:
- £9.5M SaaS platform sold to a strategic technology acquirer
- $15M accountancy practice acquired by a Top 20 firm
- £3.8M e-commerce brand sold to an aggregator
- $42M education training provider acquired by a listed group
- £12M recruitment agency sold to a staffing consolidator
- $7.2M food manufacturing business acquired by a trade buyer
- £18M logistics company sold to a PE-backed platform
- $25M marketing services group acquired by a holding company
4 specialist advisors across these sectors
Company Facts
Founded
2024
Headquarters
London, UK
Founder & CEO
Joe Lewin
What We Do
AI-native investment bank helping essential service business owners sell their companies for life-changing sums
Target Market
Business owners with $/£1M-$/£50M in revenue
Key Sectors
HVAC, fire safety, plumbing, electricians, pest control, dental, beauty spas, care homes, outpatient clinics, other specialised clinics
Investors
Long Journey Ventures (Cyan & Scott Bannister: seed investors behind Uber, SpaceX, and Loom), Pascal & Arielle Zuckerberg, ex-CTO of billion-dollar fintech, ex-partners of M&A law firms and investment banks
Website
dealflowagent.comKey Soundbites
"What buyers and sellers want most is something no human team can physically achieve. That's not a criticism. It's biology."
Joe Lewin
Founder & CEO
"We're not bolting AI onto a broken process. We're building the next-generation M&A firm from scratch, one that actually works for the people who built these businesses."
Joe Lewin
Founder & CEO
"A plumber who built a £5M business over 30 years deserves the same quality of M&A advice as a tech founder selling for £500M. We're making that possible."
Joe Lewin
Founder & CEO
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Media Contact
For press inquiries, interviews, or additional information:
Joe Lewin
Founder & CEO