Join Our M&A Team

OffDeal is an AI-enabled M&A advisory firm revolutionizing small business acquisitions. We combine human expertise with cutting-edge AI technology to enhance every aspect of the M&A process, allowing advisors to focus on high-value activities like client relationships and strategic deal-making.

Unlike traditional firms, we provide M&A advisors with AI-powered tools that automate time-consuming tasks. Our platform, built by M&A experts and top-tier technologists, continuously improves based on advisor feedback. This results in dramatically increased efficiency and better outcomes for both advisors and clients.

OffDeal's platform automates key processes across the entire M&A lifecycle. This includes deal origination (outreach, marketing), client nurturing, and deal management (buyer lists, NDA management, materials generation, task tracking). Our AI-powered automation dramatically reduces time spent on administrative tasks, allowing advisors to focus on high-value strategic activities.

Our AI automates research and data analysis tasks, providing data-driven insights to inform strategic decisions. It streamlines administrative processes, freeing up time for client interaction. While AI can quickly generate comprehensive reports, it's the advisor's expertise that translates these insights into tailored strategies for each client.

Our AI-powered platform enables scalable, automated personalized outreach across multiple channels. It identifies potential clients based on intent signals and leverages data from past successful deals to find similar prospects. Our advisors have reported up to a 300% increase in qualified leads compared to traditional methods.

Our AI analyzes the seller's business details against thousands of past M&A transactions to identify the best potential buyers. It considers factors like industry experience, track record, and ability to understand true business value. In a recent case, this approach led to a match that resulted in a 20% higher sale price for the client.

OffDeal accelerates deal execution through AI-powered tools for client onboarding, marketing material generation, buyer outreach, NDA management, and due diligence assistance. These features have helped our advisors reduce average deal closure time from 9-12 months to under 6 months.

Sellers benefit from more advisor face time, higher potential sale prices through better buyer matching, faster deal closing (typically under 6 months), and access to a broader, more relevant pool of potential buyers. Recently, one of our advisors closed a deal at a 15% premium over the initial valuation using our AI-powered support.

As an OffDeal advisor, you gain access to our proprietary AI-powered platform, BrokerOS, at no additional cost. This enables you to deliver superior M&A advisory services without the overhead of developing or maintaining complex technological systems.

Joining OffDeal involves an initial interview, introduction to our AI platform, discussion of flexible employment models, comprehensive training on BrokerOS, and gradual integration into our deal flow. This process ensures a good fit while allowing you to leverage our AI technology to enhance your M&A advisory expertise.