Bespoke AI Advisory · Built & Operated for Your Firm

Bespoke AI solutions for investment banks

Bespoke AI solutions for operators across the full spectrum. Legacy businesses, modern financial services, logistics, advisory, industrial services. We design and operate AI implementations built around the way your firm already works, calibrated to your verticals and your workflow.

52
Engagements run
since founding
$163M+
Capital advised
and structured
127K
Signals processed
this quarter
12
Active vertical
specialisations
<14d
Mean to first
qualified conversation
01 · The Practice

Bespoke AI implementation, shaped to your firm.

We work across the full operator spectrum. Investment banks and capital advisors. M&A advisory firms. Freight forwarders and logistics operators. Tax and accounting practices. Industrial services and specialty firms. The architecture beneath every engagement is the same; the configuration on top is built around the way your firm actually runs. Network intelligence, pricing and rate layers, research enrichment, origination surfacing, workflow automation. We design the implementation, then we operate it as a managed practice.

i.

Mandate-shaped intelligence

Verticals, geographies, deal size bands, signal categories, conversion behavior. The architecture is configured against your specific practice. Not a generic template you have to bend into shape.

ii.

Embedded into your workflow

Pulls into your existing CRM, inbox, calendar, and contact graph. No new dashboard for your team to learn. The intelligence surfaces where the work already happens.

iii.

Operated as a managed practice

Configuration, tuning, daily feed delivery, weekly desk briefings. You operate the relationships. We operate the intelligence layer, same discipline as our in-house desk.

What gets tracked, across desk types
CAP SEC Form D, Form 4, Form 144, ADV CAP PE acquisitions, add-ons, platform formation CAP Family office & allocator mandates M&A CFO appointments, corp-dev hires M&A Board composition changes FRT Ocean lane rate movement FRT Contract reset and lockup windows FRT Customs filings, port activity TAX IRS guidance and treatment shifts OPS Restructuring and strategic alternatives NET 2nd and 3rd-degree relationship paths NET Alumni, cohort, and conference overlap IND Vertical regulatory events OPS CRM, calendar, and inbox indexing
02 · Active Engagements

What we anchor against. What surfaces as a result.

A representative slice of live and recently active engagements across mandate types. Each card shows what we tuned the signal stack to detect, and the kind of candidate population that surfaced once detection ran for a cycle. Specific client identifiers, candidate names, and counterparty figures are anonymized.

Client Notes
"

We expected outbound. We got an intelligence layer.

Managing Partner
Mid-Market Commercial Finance Advisory · NJ
90-Day Engagement · Verified Outcome
"

It's all relationship based with us. Mario clearly understood that going in.

Managing Director
Tech M&A Advisory · Buy-Side
Discovery Call · Active Mandate
"

This is how exactly I'm going to get it. That's not the typical first call.

Managing Director
Boutique M&A Advisory · Midwest
Discovery Call · Reply Two of Two
"

You're not selling outbound. You're selling the architecture beneath it.

Partner
Capital Markets Advisory · NYC
Post-Pitch Feedback · 90-Day Engagement
"

Within two weeks we had introductions we couldn't have reached cold. That changes what a quarter looks like.

Founder & Principal
Independent Sponsor Group · TX
90-Day Engagement · Active Mandate
04 · Selected Outcomes

Selected transaction & advisory experience.

A representative sample. The featured engagement is verifiable end-to-end under NDA; the structured-finance examples are anonymized per counterparty confidentiality. Specific identifiers and counterparties are redacted.

Verified Outcome · 2025
$340M

Commercial finance advisory; sell-side demand acceleration.

102 new sell-side introductions across solar, acquisition, fleet financing, aviation. Outperformed their LinkedIn channel by 1.7×, generated $340M mandate pipeline, converted to $29M of funded transactions.

90-Day Engagement · 1.7× Benchmark · $29M Closed
Structured Debt · Energy
$31M

Cross-border energy debt facility.

Complex multi-jurisdictional structuring for an industrial energy sponsor. Direct lender placement against asset-backed collateral with cross-border perfection.

Structured Debt · Cross-Border
Sponsor Syndication
$11M

Sponsor-led syndication.

506(b) syndication for a principal-led CRE sponsor expanding past warm-network LP ceiling. Mixed RIA-channel and accredited-individual placement.

Sponsor-Led · 506(b)

Request an advisory consultation.

A 30-minute working session is enough to lock target segments, surface the first signal stack, and tell you whether this is the right fit for the close window you're working against. We respond inside one business day.

Direct Contact [email protected]
1304 E Adams St, Brownsville, Texas
Or skip the form

Pick a time, walk through it live.

30-minute working session. We tune the engine to your mandate in front of you, surface the first qualified candidates, and tell you whether this is the right fit before either of us commits to anything.

Schedule the call [email protected]