AI for M&A

AI solutions to power every part of the M&A lifecycle.
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Buy-side. Sell-side. AI streamlines every part of the process.

Mergers and acquisitions demand precision, efficiency, and insight across complex, time-sensitive processes. Talbot West delivers Fortune 500-level AI capabilities to every stakeholder in the M&A ecosystem, from sellers preparing for exit to buyers conducting due diligence and investment banks managing complex deals.

Accelerate due diligence with AI-powered analysis

Enhanced due diligence capabilities through AI that can process stacks of documentation in hours instead of weeks. Our CHAI framework enables comprehensive analysis of financial reports, contracts, and operational data while maintaining human oversight at critical checkpoints. Identify risks and opportunities that manual review might miss, while reducing the time to close.

Increase valuation through AI implementation

Implement AI solutions that drive EBITDA growth and command higher multiples. By identifying operational inefficiencies and implementing AI solutions, we create measurable value increases that translate directly to higher exits. Like our client who achieved a 27% increase in EBITDA through intelligent middleware integration, we help sellers maximize their exit value.

Streamline post-merger integration with AI

Unify disparate systems through intelligent middleware without disrupting operations. Our system-of-systems approach creates a cohesive technological foundation that accelerates integration timelines while preserving institutional knowledge. Enhance value capture with AI that bridges operational gaps and creates a unified organizational intelligence system.

Ready to take action?

Whether you're a buyer, a seller, an investment bank, or an M&A attorney, it's time to discuss how AI can improve the outcome of your deal. 

Schedule a free consultation

Advanced AI solutions across the entire M&A lifecycle.

The M&A process demands precision across multiple stages, from sourcing to value creation. Talbot West's engineered AI solutions bring efficiency and precision to all parts of the process.

Deal sourcing & screening

Deal sourcing traditionally requires extensive manual effort. Talbot West can implement custom AI solutions that analyze potential targets against specific criteria your firm values. Our implementation increase quality deal flow while reducing time spent on initial screening. This capability can be deployed as a standalone solution or as part of a broader implementation strategy.

Initial due diligence & LOI

Talbot West develops tailored systems to synthesize information from disparate sources. By implementing AI that consolidates financial records, market data, and competitive intelligence, we help clients accelerate their path to LOI. This speed creates competitive advantage in crowded deal markets.

Comprehensive due diligence

Talbot West configures solutions that process contracts, financial records, and operational data to identify revenue optimization and cost-saving opportunities that conventional due diligence might miss. These implementations can uncover meaningful EBITDA improvements in acquisition targets.

Deal structuring & negotiation

Talbot West implements custom modeling capabilities that calculate tax implications and operational synergies during negotiations. These tools enable deal teams to evaluate multiple scenarios quickly, leading to more advantageous deal structures with direct impact on returns. Our modular approach means these solutions can integrate with existing financial systems or operate independently.

Definitive agreement & closing

Our invisible AI approach embeds sophisticated document generation and verification capabilities into the tools your legal teams already use. Attorneys access AI assistance through familiar interfaces, eliminating adoption friction while maintaining rigorous quality control over transaction documents and disclosure schedules.

Post-merger integration

Integration directly impacts EBITDA realization. Talbot West configures AI solutions that track integration milestones, monitor synergy capture, and identify risks before they impact value. These implementations help clients accelerate synergy realization while preventing value leakage during the critical integration period.

Value creation throughout the holding period

PE firms leave money on the table when portfolio companies underperform during ownership. Talbot West finds hidden pockets of value through methodical discovery of operational inefficiencies. We implement custom AI solutions that attack specific profit drains—whether in production scheduling, inventory management, or sales conversion. Each implementation delivers measurable EBITDA improvement. Our modular approach lets firms start with high-impact areas first, proving ROI before expanding. This systematic enhancement of operations throughout the holding period compounds over time, dramatically increasing exit values beyond what traditional improvement approaches deliver.

Exit preparation and valuation maximization

For business owners approaching exit, Talbot West identifies operational bottlenecks constraining EBITDA and implements targeted AI solutions to remove them. Our custom implementations automate inefficient processes, optimize pricing, and enhance productivity—delivering immediate EBITDA improvement while justifying higher multiples from buyers who recognize the scalable, efficient operations we've created. These precision interventions translate to larger exits for sellers.

The Talbot West advantage

A 2025 KPMG M&A market study shows 77% of dealmakers already use Generative AI, but most implement disjointed tools that create new silos. Talbot West's CHAI framework takes a fundamentally different approach by connecting every phase of the M&A lifecycle through intelligent modules that share insights across workstreams.

Our system-of-systems design delivers explainable AI with human oversight at critical decision points. We capture and operationalize your firm's unique M&A expertise while providing a path for progressive enhancement that starts with immediate ROI.

Talbot West brings Fortune 500-level AI capabilities to mid-market M&A, accelerating every phase while reducing risk. Our white-glove consulting identifies exactly where AI will drive the greatest value for your specific practice.

Stakeholder value analysis

Talbot West designs and implements custom AI solutions that create measurable value across the M&A ecosystem.

Corporate buyers

Buyers achieve 60-70% faster due diligence through custom AI implementations that match their specific acquisition strategy. We build solutions that analyze transaction documents to surface hidden issues and accelerate integration planning. For one client, we implemented a system that identified three material accounting issues that significantly impacted purchase price negotiations.

Sellers

Business owners increase valuation through targeted AI implementations that improve operations. Our solutions automate repetitive functions to directly boost EBITDA. We also build custom solutions that streamline data room preparation and buyer inquiries, maintaining momentum through the sale process.

Investment banks

Bankers close more deals with customized AI implementations designed for their specific deal processes. We create tailored solutions for pitch preparation, financial modeling, and CIM creation. 

Transaction attorneys

Fixed-fee M&A attorneys improve margins through tailored AI implementations for their specific practice needs. We design custom solutions that flag material differences across agreements and automate routine drafting while maintaining attorney control. For a law firm client, we implemented a system that reduced document review time by 73% while improving issue identification, redirecting partner time to high-value strategic guidance.

Accounting firms

We design custom solutions for accounting firms that accelerate QoE report preparation by 40-60%. These implementations analyze financial data according to the firm's specific methodology, validate revenue recognition patterns, and calculate working capital adjustments. This allows accounting firms to deliver more thorough analysis in less time, improving both client outcomes and engagement profitability.

Private equity

PE firms gain dual advantages through custom implementations: tailored deal sourcing solutions that identify promising acquisition targets based on specific criteria, and portfolio company optimization systems designed for each company's operations. 

Family offices

We design solutions that give family offices institutional-quality analysis capabilities without expanding headcount. These custom implementations evaluate potential investments with the specific criteria important to each family office, improving decision quality while maintaining lean operations.

How can we help?

If you're in the M&A industry and interested in upleveling with AI, we'd love to talk to you. Whether you're an investment bank, a business owner, or a corporate accountant doing QoE reports, Talbot West has the vision and capability to keep you ahead of the curve.

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About us

Talbot West brings Fortune-500-level consulting and business process discovery to the mid-market. We then implement cutting-edge AI solutions for our clients. 

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