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Insights & thinking

On deal workflow, tech infrastructure, and how boutique advisory firms can run tighter operations without building an internal tech team.

OperationsIndustry InsightTechnology5 April 2026

Compliance Is Not a Back-Office Problem: How Advisory Firms Are Getting Ahead of It

For boutique M&A advisory and financial services firms, compliance isn't just a regulatory obligation — it's increasingly a competitive differentiator when institutional clients run vendor due diligence.

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M&A TrendsIndustry InsightDeal Workflow25 March 2026

Deloitte's 2026 M&A Outlook: Why the Midmarket Opportunity Is Real

Deloitte's 2026 M&A Trends Survey found that 33% of total US deal value in 2025 came from just 20 mega-transactions. For boutique advisors, the implication is clear.

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TechnologyAutomationOperations10 March 2026

Microsoft 365 Copilot Is Already Saving Advisory Teams Hours Per Engagement

Hargreaves Lansdown cut advisor note-taking from 4 hours to 1 hour per client meeting. Van Lanschot reclaimed 40% of time spent on meeting documentation. The tool is Microsoft 365 Copilot.

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Deal WorkflowTechnologyData & Reporting24 February 2026

AI-Powered Data Rooms Are Reshaping M&A Due Diligence

The VDR market is growing at 22% per year. The reason isn't just security — it's AI that turns a document repository into an active due diligence partner.

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Deal WorkflowTechnologyOperations10 February 2026

Why Generic CRMs Fail Deal Teams — And What to Use Instead

Salesforce and HubSpot are built for sales pipelines, not deal pipelines. The distinction matters more than most boutique advisory firms realise.

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Deal WorkflowOperationsAutomation28 January 2026

The Deal Workflow Problem That's Holding Back Boutique Firms

Most boutique advisory firms run deals across a patchwork of email threads, shared drives, and spreadsheets. That's not a technology preference — it's a liability.

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M&A TrendsTechnologyIndustry Insight15 January 2026

Gen AI in M&A: What the Numbers Actually Mean for Boutique Advisors

McKinsey's latest research shows gen AI cutting M&A deal cycles by up to 50%. Here's what that means in practice for a small advisory team running live mandates.

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