For Journalists & Media

    Press and Media Resources

    AI-native investment bank helping blue-collar business owners in HVAC, dental, and fire safety sell their companies for life-changing sums.

    The Quick Version

    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

    Latest News

    Press Releases

    February 2026

    DealFlowAgent Raises $750K from Seed Investors Behind Uber, SpaceX, and Loom to Build The AI-Native Investment Bank for UK & US SMEs

    Read Online
    Explainer

    How DealFlowAgent Works

    90 sec

    A 90-second overview of how DealFlowAgent connects business owners with qualified buyers using conversational AI.

    Market Context

    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-listed

    Founded 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+ raised

    Programmatically 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 raised

    AI-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 raised

    AI-native insurance brokerage. YC W25. What takes traditional brokers 5-7 days, Harper does in 1-2. Led by Emergence Capital.

    🇺🇸

    Basis

    $100M Series B

    AI agent platform for accountants at $1.15B valuation. Backed by Accel, GV, and Lloyd Blankfein.

    🇺🇸

    Corgi Insurance

    $108M raised

    AI-native full-stack insurance carrier for startups. $630M valuation.

    🇺🇸

    Gyde Health

    $60M raised

    AI-native health insurance brokerage. Acquiring health insurance agencies and building AI-native platform. Led by Lightspeed.

    🇬🇧

    LawHive

    £44M ($60M) Series B

    AI-native law firm employing ~450 lawyers. Acquired Woodstock Legal Services in 2025. Expanding to US.

    🇺🇸

    Fieldguide

    $75M raised

    AI-native accounting and audit platform. Led by Goldman Sachs.

    🇺🇸

    Accrual

    $75M raised

    AI-native automation for accounting firms.

    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+

    For Journalists

    Story Angles

    Ready-made hooks for your next article. Each angle offers a different perspective on the DealFlowAgent story.

    BUSINESS / ECONOMICSNEW

    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

    TECHNOLOGY / AI

    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

    VENTURE CAPITAL / INVESTMENTNEW

    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

    FOUNDER PROFILE / JOURNEY

    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

    Your Advisory Team

    Experienced Dealmakers Lead Your Exit

    Every exit is led by a senior advisor who has been through it themselves. Meet the team who will guide you.

    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
    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 Lewin

    Joe Lewin

    Founder & Lead Advisor

    • Built and sold first company after scaling to 80,000 users in 18 months
    • Raised £2m+ funding, built 12,000+ buyer network
    • Worked on 20+ transactions, spoken to hundreds of acquirers
    • Full-stack developer, building AI agents and SaaS platforms
    Call: 020 7293 0327
    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
    Sage

    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
    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
    Assigned Per Deal

    Sector Expert

    Industry-Specific M&A Advisor

    For every deal, our advisory team includes a sector specialist from that client's specific industry and niche — bringing relationships, insider knowledge, and leverage to support your process and achieve the best acquisition outcome.

    Past Transactions

    Past Transactions

    22 successful exits advised on.

    HEALTHCARE

    Bolt Pharmacy — online health tech pharmacy sold to Fella Delilah, a Y Combinator-backed acquirer.

    £3.15M cash deal. 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 Dalvi

    Saim Dalvi

    Co-Founder, Bolt Pharmacy

    EDUCATION

    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

    Jennifer Claire

    Founder

    PROFESSIONAL SERVICES

    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."
    Nikki Wheeldon

    Nikki Wheeldon

    Founder

    TECHNOLOGY

    Pet-focused mobile app sold to a PE roll-up aggregator.

    $2.2M exit.

    AN

    Confidential

    Client under post-sale NDA

    BUSINESS SERVICES

    London-based marketing agency sold in a cash and earnout deal.

    Serial agency acquirer. Undisclosed.

    AN

    Confidential

    Client under post-sale NDA

    E-COMMERCE

    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

    George Stock

    Founder

    TRADE SERVICES

    Trade Services

    Our pre-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
    • $18M fire and security installer acquired by a listed services company
    • £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

    Healthcare

    Our pre-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

    Other Businesses

    Our pre-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

    Overview

    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

    Quotable

    Key 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

    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

    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

    Joe Lewin

    Founder & CEO

    These quotes may be used for editorial purposes. No permission required.

    Downloads

    Brand Assets

    Everything you need in one place. No permission required for editorial use.

    Complete Media Kit

    Logos (PNG, SVG, light & dark), founder headshot, product screenshots, and brand guidelines. All in one folder.

    Open in Google Drive

    Free to use for editorial coverage

    Get in Touch

    Media Contact

    For press inquiries, interviews, or additional information:

    Joe Lewin

    Joe Lewin

    Founder & CEO

    We aim to respond to media inquiries within 24 hours