The work you do
Maintain a target list. Screen new opportunities. Build accretion-dilution scenarios for every serious deal. Run first-pass DD on top targets. Prepare board materials. Plan integrations. Track post-deal performance against the underwriting case.
Where Smalt AI fits
Corp dev sits between IB-grade deliverable production (decks, models, memos) and operating-side strategic work (integration, synergy realisation). The construction half is exactly what an AI coworker handles best — leaving you on the strategic conversations and the post-deal execution.
What you'd actually ask it
- "Screen [sector] for targets in the $100M–$500M EV range with positive EBITDA and 3-year revenue CAGR > 15%." A ranked list with key financials, recent news, and a one-paragraph summary per name.
- "Accretion-dilution on acquiring [target] at $42/share, 50/50 cash and stock, $100M synergies phased over 3 years." Year 1 / 2 / 3 / run-rate views. Three financing scenarios shown side-by-side. Sensitivity on synergy realisation. Pro forma leverage tracked.
- "Build the board memo for [target] acquisition." Strategic rationale, financial summary with football-field valuation, accretion-dilution highlights, synergy bridge, integration timeline, key risks. All sourced.
- "100-day plan for integrating [target] post-close." Workstreams, milestones, dependencies, owner assignments. Lifted off public best practices and tailored to the target's structure.
- "Track Q3 KPIs for [recent acquisition] vs underwriting." Revenue, EBITDA, synergy capture progress, headcount. Variance vs deal model called out.
Where it's particularly differentiated
Native accretion-dilution models. Year-1, year-3, and run-rate views with synergy phasing and three financing scenarios, all in a working .xlsx. Pro forma leverage tracked alongside; rating-downgrade thresholds flagged. The build that takes an associate two days lands in your inbox in minutes.
Consulting-grade board materials. The deck output follows Bain / McKinsey conventions. Insight titles, right-rail commentary, hero stat layouts. Editable, no watermarks.
Sourced everywhere. Every claim in a board memo or DD brief has a paragraph-level source. The board can verify before approving.
What it complements
The strategic conversation with the CEO and the BU leads. The relationship with the target's leadership team. The integration leadership post-close. Smalt AI is the production layer; the deal-making and the operating execution remain with you.
Related
Financial modeling · Due diligence · Pitch decks · Accretion / dilution · Precedent transactions