Turning Transaction Conversations into Structured Deal Intelligence at atares

Challenge

At atares, internal alignment is the foundation of successful M&A execution. Whether it's valuation discussions, buyer strategy sessions, or post-diligence debriefs — the quality of internal documentation directly impacts deal outcomes.

Before Jamie, the team faced:

• Inconsistent, manual documentation styles that varied in structure and level of detail across team members
• Significant advisory time lost to writing up internal meeting notes and action items
• Deal knowledge that existed in people's heads but wasn't structured or easily shareable across the team

In a transaction-driven environment, critical internal deal context was too valuable to remain manual and fragmented.

Solution

atares adopted Jamie to streamline how internal deal discussions are captured, structured, and connected across mandates.

Jamie is now embedded in the core internal M&A workflow:

• Team deal discussions: capturing valuation assumptions, buyer strategy, and clear next steps across the deal team
• Internal debriefs and preparation sessions: structuring key findings, open questions, and action items after key process milestones
• Due diligence coordination: documenting risks, findings, and responsibilities consistently across internal workstreams

By integrating seamlessly into daily internal advisory work, Jamie delivers:

• Instant knowledge retrieval across mandates, turning individual team discussions into collective deal intelligence
• Shared tags across deals, enabling effective collaboration and faster onboarding of team members
• A privacy-first, "Made in Germany" setup aligned with strict M&A confidentiality requirements

Instead of siloed notes scattered across personal files, atares now operates with structured, searchable, and shareable internal deal knowledge.

Impact

With Jamie embedded across internal deal workflows, atares removes 15–20 minutes of administrative effort per meeting per advisor.

With 10–25 internal meetings per week across the team, this translates to ~90–120 hours saved per week firm-wide.

That time is reinvested into valuation work, buyer outreach, negotiation prep, and transaction execution — not wasted on documentation overhead.

Beyond time savings, the impact shows up in deal quality:

• Faster internal alignment: action items and next steps are clear immediately after every team meeting, keeping deal processes on track
• Higher advisory leverage: advisors spend less time on documentation and more time on analysis, negotiation, and positioning
• Lower cognitive load: in meetings, advisors focus fully on the discussion rather than on note-taking
• Better institutional knowledge: insights from past mandates are accessible and reusable, strengthening future deal processes

Testimonial

"Jamie is like an additional team member. It's a personal AI assistant for each of us that turns individual productivity into collective intelligence."

Jan Pörschmann

Managing Partner | atares

Why It Matters

In M&A, internal precision drives external results. Every team discussion, strategy session, and debrief can shape how a deal is positioned and executed.

For atares, Jamie ensures that critical internal deal context is captured, aligned, and immediately actionable — so the team walks into every client conversation and negotiation fully prepared.

The result:

• Faster internal alignment that keeps deal processes moving
• More senior time spent on valuation, positioning, and negotiation — not documentation
• Reusable transaction insights across mandates, strengthening future processes