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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.
DealFlowAgent secures funding from the seed round investors behind Uber, SpaceX, and Loom to build the AI-native investment bank for essential service businesses in the UK and US.
A 90-second overview of how DealFlowAgent connects business owners with qualified buyers using conversational AI.
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.
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Ready-made hooks for your next article. Each angle offers a different perspective on the DealFlowAgent story.
Using AI to Sell the Family Business
Founder & CEO', value: 'Joe Lewin
What We Do', value: 'AI-native investment bank helping essential service business owners sell their companies for life-changing sums
Key Sectors', value: 'HVAC, fire safety, plumbing, electricians, pest control, dental, beauty spas, care homes, outpatient clinics, other specialised clinics
Investors', value: '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
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What buyers and sellers want most is something no human team can physically achieve. That's not a criticism. It's biology.
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.
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.
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A senior M&A bench, plus a sector specialist recruited for your industry on every deal.
Joined full-time on 22 August 2026 from the largest M&A advisory firm in the UK, owned by K3 Capital. As an ex-Director he managed teams of M&A advisors, analysts and associates, working daily with business owners, buyers and stakeholders on live acquisition deals. Selected from 260 applicants alongside colleagues from investment banking backgrounds, he brings that experience and network to lead the advisory bench across Building Services, Facilities Management, and Healthcare.
Senior Building Services & FM Advisor
Martin is one of the most well-connected figures in UK fire, security, building services and FM. He is Chairman of both the Fire Industry Association and the British Security Industry Association, the only person in the UK to hold both roles simultaneously. Martin spent over a decade in senior leadership at Mitie, latterly as Industry Liaison Director for its fire and security division, helping scale the business past £500m in revenue and playing a role in the £366m acquisition of Marlowe plc, which created one of the UK's largest compliance, fire and security services groups. He joined DealFlowAgent because owners in these sectors deserve a genuine sector-specialist advisor across valuation, business optimisation and buyer access. In recognition of his industry roles, he acts in a personal, non-partisan capacity.
Industry Partner, Hiring and Leadership
Nick leads FM Talent Partners, the facilities management and real estate leadership search firm, and is a leading specialist in building services and FM management talent. He partners with DealFlowAgent on two-way referrals: helping business owners and acquirers fill the key roles that decide whether a business is sellable, and introducing owners who are thinking about their next chapter to a team that knows their industry and their market. Key-person dependency is one of the two most common reasons a sale collapses, and Nick fixes it at source.
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.
Two in-house AI systems work alongside the human bench. They are software, not people, built and supervised by the advisory team.
Available 24/7. Monitors every signal in your deal and keeps the advisory team one step ahead. Trained on thousands of M&A transactions.
Engages 13,000+ acquirers to surface live mandates and intent, then feeds your advisors with warm, ranked buyer matches.
22 successful exits advised on.
Lancashire, UK-based online pharmacy sold to a USA-based strategic acquirer.
', videoLabel: 'Watch the founder on choosing DealFlowAgent
Online celebrant training and SaaS platform sold to an industry consolidator.
Founder of Academy of Modern Celebrancy
I couldn't have asked for better support. They found the perfect buyer and secured terms that exceeded my expectations.
HR professional services business sold to a serial acquirer.
Founder of Jampot', quote: "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.", link:
Pet-focused mobile app sold to a PE roll-up aggregator.
YAi Agency, London-based marketing agency sold in a cash and earnout deal.
E-commerce agency sold to a serial acquirer.
Founder', quote: '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.
Fire safety, security & life safety
Building services & FM', intro:
Healthcare', intro: 'Our vetted partner advisors across the UK and US have advised on transactions including:
Joe Lewin, founder of DealFlowAgent, explains how the firm helps owners of building services, facilities management and healthcare businesses run a confidential, competitive sale process with 13,000+ vetted acquirers.