Introducing Marcus: AI-Powered Deal Matching for M&A
How Marcus is helping business brokers close more deals by automating buyer-seller matching with AI reasoning.
Business brokers and M&A advisors spend countless hours manually matching buyers to sellers. They sift through databases, cross-reference investment criteria, and try to identify the perfect match — often missing opportunities or making suboptimal matches due to time constraints.
The Problem with Manual Deal Matching
The traditional process is tedious and inconsistent. A broker might spend 5-6 hours per deal just on the matching process:
- Reviewing the business listing and CIM documents
- Querying their buyer database against investment criteria
- Manually scoring and ranking potential buyers
- Prioritizing outreach based on gut feeling
And even after all that work, they're often leaving money on the table — missing buyers who would be a great fit but didn't match on obvious surface-level criteria.
Enter Marcus
Marcus is our AI agent built specifically for M&A and business brokerage. Unlike simple automation tools that break when something unexpected happens, Marcus uses agentic AI to actually reason through the matching process.
What Marcus Does
- Parses business listings, CIMs, and deal documents — understanding the nuances of each deal, not just the headline numbers
- Queries buyer databases against investment criteria — matching on explicit criteria while also identifying non-obvious fits
- Scores and ranks buyer fit using AI reasoning — explaining why each match makes sense, not just spitting out a number
- Provides clear explanations for each match — so you can understand and validate the reasoning
- Prioritizes outreach based on likelihood to close — focusing your time where it matters most
The Result
What used to take 5-6 hours now takes minutes. But more importantly, Marcus isn't just faster — he's better. By considering factors that humans might overlook and maintaining context across thousands of data points, Marcus surfaces matches that would otherwise be missed.
Higher match quality. More deals closed. Less time spent on repetitive work.
Built on Real Agentic Architecture
Marcus isn't a chatbot or a simple automation. He's built on Anthropic's Claude Agent SDK — the same infrastructure that powers Claude Code. This means:
- He can work on complex tasks for hours without losing context
- He reasons through problems instead of just following scripts
- He adapts when something unexpected happens instead of breaking
- He learns your business and remembers context across sessions
Ready to Meet Marcus?
If you're a business broker, M&A advisor, or PE firm spending too much time on manual matching, Marcus might be the AI employee you've been looking for.
Get Started
Want to see Marcus in action?
Book a call to see how Marcus can help your deal flow.