CLAUDE FOR M&A ADVISORY
Your deal team spends 100 hours a deal on the pitch deck. Claude gives half of it back.
For M&A advisory and investment banking deal teams already on Claude, or about to be.
Working with Anthropic’s partner ecosystem · Deal-team workflows, not generic AI training.
Where the hours go
~200
Labor hours in a typical M&A advisory engagement.
~100
Of that, spent on the pitch deck alone.
40–60
More hours on CIM extraction, diligence questions, and target profiling.
Even a conservative 25–40% reduction across deck production, CIM extraction, and diligence prep is 35–60 hours back per engagement. Most of that time is document work, and document work is exactly where Claude does its first pass.
Three workflows. Delivered, not demoed.
01
PITCH-DECK ACCELERATION
First-draft slides, not a blank page.
Page outlines and first-draft slides built from your firm's templates and approved language, with a senior-banker review pack so QA stays in the deal team's hands.
02
CIM & COMPANY-INFORMATION EXTRACTION
Structured pull, not manual re-keying.
Structured output from CIMs, financials, management call notes, and diligence responses, ready to drop into the next document instead of retyped from a PDF.
03
REUSABLE ENGAGEMENT TEMPLATE
One Project per mandate, every time.
A Claude Project structure your team sets up the same way on every new mandate, so lessons from one deal carry into the next instead of starting from scratch.
A recent engagement
A ~50-person M&A advisory firm, mid-merger into a larger platform, engaged us at the Org tier for a 60-day rollout.
Scope: three firm-wide foundation sessions, role-specific tracks for bankers and analysts, a champions session for internal power users, and named workflow builds delivered directly into their environment, including a pitch-deck accelerator and a CIM-extraction workflow. Baseline captured before Session 1, re-measured at Day 60 across adoption, enablement, and ROI.
The 60-Day Claude Rollout.
Your deal team has Claude. Most of them still copy-paste between it and Excel. That gap is where the recoverable hours leak.
Adoption
Claude rolled to the defined seat count. Baseline telemetry captured before Session 1. Measurable lift over baseline by Day 60.
Enablement
Every seat completes the firm-wide foundation sessions plus one role-specific track. The team owns 2–3 deal-specific Claude Projects with instructions and knowledge sources loaded.
ROI
Three to five named workflows live with documented before/after time savings on real deal documents. Baseline-to-Day-60 reporting delivered as a leadership readout.
Deliverables
Tailored Claude Projects, a firm prompt library, connector setup where relevant, a measurement dashboard, and a written data-security standard.
Built for teams handling live deal data.
CIMs, financials, management call notes, and data-room exports are not test data. Anthropic’s enterprise customers include Goldman Sachs, JPMorgan, and Bridgewater.
Anthropic's platform commitments
- No training on inputs or outputs (Team, Enterprise, API).
- SOC 2 Type II.
- Zero-retention API options.
- Audit logging and SSO on Enterprise.
Our delivery practice
- NDA-first discovery before any environment access.
- Middleware patterns for SEC-registered firms handling PII.
- Role-based access for every custom Claude Project we build.
- Pre-deployment security review baked into every Rollout.
RUN YOUR NUMBERS
What the rollout returns.
Most of a deal team’s document time, the CIMs, IC memos, and pitch decks, is recoverable once Claude does the first pass. Move the sliders to your firm’s reality.
Senior capacity recovered, per year
$175,500
About 540 senior hours returned to the deal team each year, from document work Claude helps produce faster.
That is 3.9x the cost of a Growth-tier 60-Day Rollout in year one.
Reference engagement fee: $45,000. Your assumptions, your numbers. Claude drafts the first pass; your team reviews and owns the output.
Priced on outcomes, not delivery.
Custom Workshop
$4,500
First taste. Intake conversation, tailored to your deal-team stack.
60-Day Claude Rollout
$30,000 / $45,000 / $75,000
Productized: measurable adoption, enablement, ROI.
90-Day Claude Rollout
From $42,500
Extended scope, more workflow builds.
McKinsey’s PE and M&A AI engagements start at $150,000–$250,000+. We deliver measurable outcomes at a fraction of the price, built around a fixed 60-day shape, not the strategy-deck shape.
Frequently asked questions
Nicole Patten leads every engagement — curriculum, delivery, and the measurement loop. For firms with PE or capital-management ownership, Harry Roper co-delivers alongside her.
Yes. Sessions are scheduled around your live deal calendar, not the other way around. The three foundation sessions run firm-wide; role-specific sessions and the workflow builds are scoped to what your team can absorb between live mandates.
Yes. Anthropic's commercial terms mean no training on inputs or outputs, plus SOC 2 Type II and zero-retention API options. For SEC-registered firms we use middleware patterns for sensitive data. NDA-first discovery is standard.
Most clients do. We meet you where you are. If a later move to Enterprise (tenant, SSO, SCIM) makes sense, that's scoped as its own step, not bundled in without a clear reason.
We don't teach generic AI fundamentals and hope it transfers to deal work. The curriculum is built around the workflows that actually eat a deal team's time, and the named workflow builds are delivered into your environment, not left as a slide about what you could build.
A trained deal team, three to five named workflows live in your environment (a pitch-deck accelerator, a CIM-extraction workflow, and a reusable engagement template, or the equivalents scoped to your firm), and a baseline-to-Day-60 measurement of adoption, enablement, and ROI you can show leadership.
Pricing starts at $30,000 and is set on a scoping call by two things: the number of people on Claude and the number of functional groups in scope (bankers, analysts, deal teams, restructuring). By comparison, a custom corporate AI program from a name-brand consultancy runs $150,000–$250,000+, and you get a deck, not built workflows.
Get your deal team using Claude on real work in 60 days.
A 30-minute introduction call. We confirm fit, deal volume, and the workflows worth building first. Final pricing is confirmed here.