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AI-native investment bank helping blue-collar business owners in HVAC, dental, and fire safety sell their companies for life-changing sums.
DealFlowAgent is an AI-native investment bank for the UK and US, focused on essential service businesses. We combine expert M&A advisors with a custom AI deal concierge to help business owners sell for high valuations in a third of the time.
Q4 2026 Press Kit: what buyers pay for in compliance-led building services businesses
Four value levers owners most often overlook, with quotes, team biographies and images for editors.
DealFlowAgent Raises $750K from Seed Investors Behind Uber, SpaceX, and Loom to Build The AI-Native Investment Bank for UK & US SMEs
DealFlowAgent secures funding from the seed round investors behind Uber, SpaceX, and Loom to build the AI-native investment bank for essential service businesses in the UK and US.
A 90-second overview of how DealFlowAgent connects business owners with qualified buyers using conversational AI.
Founded by Shunsaku Sagami, now Japan\
Programmatically acquires businesses with $500K-$5M EBITDA from retiring owners. 82+ businesses acquired across 29 states and 40 industries. Going public via SPAC at $746M valuation.
AI-enabled roll-up buying UK letting agencies. Founded by ex-Uber and Gett executives. Already top 15 of 20,000 letting agencies in under 2 years. Led by General Catalyst.
AI-native insurance brokerage. YC W25. What takes traditional brokers 5-7 days, Harper does in 1-2. Led by Emergence Capital.
AI agent platform for accountants at $1.15B valuation. Backed by Accel, GV, and Lloyd Blankfein.
AI-native full-stack insurance carrier for startups. $630M valuation.
AI-native health insurance brokerage. Acquiring health insurance agencies and building AI-native platform. Led by Lightspeed.
AI-native law firm employing ~450 lawyers. Acquired Woodstock Legal Services in 2025. Expanding to US.
AI-native accounting and audit platform. Led by Goldman Sachs.
AI-native automation for accounting firms.
A new generation of companies is building professional services firms from scratch using AI. In the last 30 days alone, these firms have raised over $600 million. Here are the leaders of this wave.
DealFlowAgent is doing for M&A advisory what these companies are doing for insurance, law, and accounting: building the next-generation firm from scratch using AI, not bolting software onto a broken process.
Total raised across AI-native professional services in February 2026 alone: $618M+
3M owners wanting to exit
70% of family businesses don't transfer to next generation
4 offers in 4 weeks for healthcare client
Ready-made hooks for your next article. Each angle offers a different perspective on the DealFlowAgent story.
Using AI to Sell the Family Business
Founder & CEO', value: 'Joe Lewin
What We Do', value: 'AI-native investment bank helping essential service business owners sell their companies for life-changing sums
Target Market', value: 'Business owners with $/£1M-$/£50M in revenue
Key Sectors', value: 'HVAC, fire safety, plumbing, electricians, pest control, dental, beauty spas, care homes, outpatient clinics, other specialised clinics
Investors', value: 'Long Journey Ventures (Cyan & Scott Bannister: seed investors behind Uber, SpaceX, and Loom), Pascal & Arielle Zuckerberg, ex-CTO of billion-dollar fintech, ex-partners of M&A law firms and investment banks
What buyers and sellers want most is something no human team can physically achieve. That's not a criticism. It's biology.
We're not bolting AI onto a broken process. We're building the next-generation M&A firm from scratch, one that actually works for the people who built these businesses.
A plumber who built a £5M business over 30 years deserves the same quality of M&A advice as a tech founder selling for £500M. We're making that possible.
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Pre-empts how corporate acquirers and private equity analysts will test your working capital, gross margins and customer concentration.
Calculates defensible add-backs, from director compensation adjustments to non-recurring professional fees and personal motor costs, backed by source documentation.
Drafts anonymous teasers and full information memorandums to tier-one corporate finance standards.
A valuation that holds firm
You enter negotiations with an unvarnished, defensible valuation bridge. Buyers cannot exploit messy accounting to chip your price.
More time on buyers, less on spreadsheets
Duncan and our sector specialists do not spend 40 hours building models in spreadsheets. They spend that time qualifying buyer intent, rehearsing your management presentation and running competitive tension between bidders.
Checks statutory books, director filings and sector accreditations, including BAFE, NSI, WRAS and ISO, to ensure zero lapses.
Flags contractor IR35 exposures, intellectual property assignment gaps and key-person bottlenecks before a buyer uncovers them.
Monitors counterparty document engagement, flagging to the partners exactly which chapters and files a buyer\u2019s legal team is scrutinising.
No surprises once a buyer is in diligence
Diligence skeletons are resolved in private before go-to-market. When exclusivity begins, the buyer finds a clean, audit-ready data room, leaving zero room for renegotiation.
Partners focused on terms and cash at completion
Joe and our legal advisers are not chasing administrative paperwork. They focus exclusively on commercial deal structure, share purchase agreement warranties and securing maximum cash at completion.
A senior M&A bench, plus a sector specialist recruited for your industry on every deal.
Nine years in corporate finance. Formerly Associate Director, Corporate Finance at Quantuma, with earlier corporate finance and audit experience at BKL, joining DealFlowAgent from the largest M&A advisory firm in the UK, part of K3 Capital.
As an ex-Director he managed teams of M&A advisors, analysts and associates, working daily with business owners, buyers and stakeholders on live acquisition deals. Selected from 260 applicants alongside colleagues from investment banking backgrounds, he brings that experience and network to lead the advisory bench across Building Services, Facilities Management, and Healthcare.
Senior Building Services & FM Advisor
Martin is one of the most well-connected figures in UK fire, security, building services and FM. He is Chairman of both the Fire Industry Association and the British Security Industry Association, the only person in the UK to hold both roles simultaneously. Martin spent over a decade in senior leadership at Mitie, latterly as Industry Liaison Director for its fire and security division, helping scale the business past £500m in revenue and playing a role in the £366m acquisition of Marlowe plc, which created one of the UK's largest compliance, fire and security services groups. He joined DealFlowAgent because owners in these sectors deserve a genuine sector-specialist advisor across valuation, business optimisation and buyer access. In recognition of his industry roles, he acts in a personal, non-partisan capacity.
Industry Partner, Hiring and Leadership
Nick leads FM Talent Partners, the facilities management and real estate leadership search firm, and is a leading specialist in building services and FM management talent. He partners with DealFlowAgent on two-way referrals: helping business owners and acquirers fill the key roles that decide whether a business is sellable, and introducing owners who are thinking about their next chapter to a team that knows their industry and their market. Key-person dependency is one of the two most common reasons a sale collapses, and Nick fixes it at source.
For every engagement we add a sector specialist from your industry to the core team: a 15–25 year operator or advisor with direct relationships in your niche. Recruited per deal so you get the right fit, not a generalist.
Every mandate at DealFlowAgent is led directly by our senior partners (Joe Lewin, Duncan Moore, Martin Watson) and supported by dedicated sector specialists. We never hand your business off to junior associates.
Richard and Sally are our internal, always-on analytical infrastructure. They operate strictly behind the scenes, preparing materials, stress-testing numbers, and auditing documentation so our partners can spend their time where it matters most: strategic counsel, confidential conversations, and negotiating terms on your behalf.
Richard and Sally never contact clients, never message buyers, and never release documents.
Joe Lewin, founder of DealFlowAgent, explains how the firm helps owners of building services, facilities management and healthcare businesses run a confidential, competitive sale process with 13,000+ vetted acquirers.
The founder, in his own words
Introduced through a founders’ network after the JamPot sale. Our sector specialist, Sidd, led the mandate and negotiated the cash element to double the amount first offered.
Over the past four years we have advised on 22 successfully completed transactions. Each entry states the target, the acquirer, the consideration basis and the process. DealFlowAgent acted as sell-side adviser on every mandate listed.
Referral-led mandate, introduced by a former client