For M&A Advisors

The analyst bench behind every mandate you win. Yours on demand.

Yajur runs the execution your associate would — research, models, CIMs, target lists, IC memos — under your brand, on your timeline. You keep the client. You keep the credit. We ship the work.

600+

Deals shipped

14d

Avg embed time

Avg model turnaround

~5x

Cost vs US associate

Choose your mandate side

Deal in motion

You stay on the relationship. Yajur ships the deal.

Watch a typical mandate move through five phases. Above the bar — what you focus on. Below the bar — what Yajur ships in parallel. Press play, or click any phase to jump.

Origination
2-4 wks

Deal Prep
3-6 wks · core focus

Outreach
4-10 wks

Deal Support
6-16 wks · core focus

Close
2-3 wks

You — relationship + strategy Origination

Pitch the mandate. Frame the deal story. Run client check-ins and own the win.

Yajur — bench ships in parallel 4 deliverables shipping

Phase 1 of 5

Full mandate: 4-12 months depending on complexity, process speed, and diligence depth. Each deliverable carries its own typical turnaround.

How we embed

Three ways to introduce Yajur — pick the one that fits.

Whatever shape the engagement takes, Yajur stays out of the client relationship. You own the conversation. We ship the work.

White-label

Under your brand

Deliverables ship in your template, your colours, your font. We never appear to the end client. Standard for boutique M&A and PE shops.

Most common with: boutique advisors, sell-side bankers

Co-branded

Visible bench partner

Yajur named on the back of the deck or in the engagement letter as research / execution partner. Helpful when you want to show clients a wider bench.

Most common with: emerging managers, family offices

Behind-the-scenes

Named team on your side

Dedicated Yajur analyst introduced to your client as part of your team — same Slack channel, same call cadence. Closest thing to an in-house hire.

Most common with: PE funds, repeat-deal advisors

Engagement shapes

One deal, several deals, or a permanent bench — choose your shape.

Pricing varies by geography and scope. The shape of the engagement is your call; we will quote against it.

Project engagement

Fixed scope per deliverable — CIM, model, target list, IC memo. Defined turnaround, defined revisions, defined fee.

For: one-off deliverables, new working relationships

Retainer

Monthly bench across one or more live mandates. Pre-agreed analyst capacity, prioritized turnaround, single Yajur contact.

For: advisors with consistent deal flow

Embedded analyst

Named analyst dedicated to your shop — 20–40 hrs/week, your stack, your reviews, your Slack. Reads as a hire, prices like a vendor.

For: shops scaling without adding payroll

Hybrid options — success-fee components, milestone billing, sector-exclusive retainers — available on request.

Deal lifecycle

Five stages. Clear engagement points. One bench behind you.

For every stage of your deal, here is exactly what you keep — and exactly what to hand to Yajur. Toggle sell-side or buy-side in the cockpit above; the stages reflow.

01Deal Origination

02Deal Prep

03Deal Outreach

04Deal Support

05Deal Closing

Deal Origination

Pitch the mandate. Frame the deal. Earn the right to sell.

Engage Yajur whenYou start pitching a new mandate or shaping the strategy with the seller.

You lead

Owner / founder relationship
Pitching for the mandate
Engagement letter & fee structure
Story line for the seller

Engage Yajur for

Sector research & market read
Valuation benchmarks & comparable transactions
Pitch deck design with deal data
Preliminary financial scrub of the target
Buyer-universe sizing & positioning angle

Deal Prep

Build the deal pack buyers underwrite. Position the company to be sold.

Engage Yajur whenEngagement letter signed and you need the deal pack stood up fast.

You lead

Story line & buyer narrative
Sign-off on CIM & financials
Buyer-universe shortlist approval
Process letter & timing

Engage Yajur for

3-statement operating model + LBO/DCF + sensitivities
EBITDA normalization & add-back schedule
CIM drafting Smart available
Teaser & management presentation Smart available
Buyer research, longlist & profiles

Deal Outreach

Get buyers off the fence. Run a disciplined process.

Engage Yajur whenCIM is approved and you are ready to distribute teasers to buyers.

You lead

Banker conversations & buyer judgement
Bid-or-pass calls with the seller
Pricing strategy & round structure

Engage Yajur for

Buyer outreach tracking & cadence
NDA & CIM distribution logs
First-round Q&A coordination
Process letter & bid-instruction drafting
Management presentation rehearsals & data prep

Deal Support

Run a clean diligence process. Protect the deal.

Engage Yajur whenLOI signed and diligence is opening up.

You lead

Live negotiations & buyer escalations
Lawyer & accountant coordination
Risk calls with the seller

Engage Yajur for

Data room build & permission management
Sell-side QoE prep & financial scrub
Diligence Q&A response packs
Management interview prep & briefing books
Customer-call coordination & references log

Deal Closing

Push across the finish line. Clean handover.

Engage Yajur whenSPA being drafted and final numbers need pressure-testing.

You lead

Final price, terms & closing conditions
Seller hand-holding through signing
Post-close announcement plan

Engage Yajur for

Working capital target & true-up analysis
Closing schedules & deliverable list
Purchase-price allocation support
Final model refresh with closing adjustments
Post-close handover pack for the buyer

Typical deal duration

~22 weeks

From mandate win to signing

Hours Yajur covers

~480 hrs

Across all 5 stages of a typical mid-market sell-side

Advisor hours saved

~340 hrs

vs running the deal solo or with a junior

Deal Origination

Frame the investment thesis. Set the screening criteria.

Engage Yajur whenYou confirm a buy-side mandate or open a new sector pursuit.

You lead

Client / fund relationship
Sector point of view & mandate framing
Risk appetite & deal-size mandate

Engage Yajur for

Investment thesis framework & one-pager
Sector deep-dive deck & landscape map
Screening criteria design
Comparable transaction precedents
Initial target universe sizing

Deal Prep

Build the target view. Get to a shortlist worth pursuing.

Engage Yajur whenThesis is locked and you need a longlist + profile work fast.

You lead

Final shortlist judgement
Sector champion calls
Fit / strategic priority calls

Engage Yajur for

Target longlist + screening matrix
Company profile decks (1–2 pagers)
Ownership & key-contact research
Quick-look financial review of priority targets
Sector tailwinds + risk briefs per target

Deal Outreach

Run a disciplined coverage program. Get to first conversations.

Engage Yajur whenShortlist locked and you need outreach running at pace.

You lead

Owner / management conversations
Approach strategy & deal narrative
Indicative-bid calls

Engage Yajur for

Proprietary outreach sequencing & templates
Pipeline & response tracking
CRM hygiene & cadence management
Teaser / CIM review & first-pass flagging
Sector benchmarking for indicative valuation

Deal Support

Pressure-test the target. Validate the thesis with evidence.

Engage Yajur whenIOI submitted or LOI live and diligence is opening up.

You lead

Risk calls & mitigants
Negotiation strategy
Lawyer + accountant coordination

Engage Yajur for

Commercial DD & market validation
QoE coordination & finding review
Synergy & cost-out modelling
Customer-reference calls & channel checks
Data-room diligence response tracking

Deal Closing

Win IC approval. Close. Hand-off cleanly to value capture.

Engage Yajur whenExclusivity granted or IC date set.

You lead

IC presentation & final pitch
Final price & terms
Integration / value-capture ownership

Engage Yajur for

LBO & returns analysis (IRR / MOIC)
Valuation benchmarking & comp set
IC memo & investment paper Smart available
Scenario & downside decks
100-day plan outline + KPI dashboard

Typical mandate duration

~22 weeks

Thesis to close

Hours Yajur covers

~520 hrs

Across research + DD + model + IC memo

Advisor hours saved

~380 hrs

vs running the mandate solo or with a junior

Your Yajur bench

Multi-support bench. One named contact at Yajur.

Pick the roles you need for the mandate. Yajur staffs the bench — you talk to one analyst who runs the rest behind the scenes.

M&A Analyst (lead)

Sr. Associate-grade · Named contact

Your single point of contact. Runs the deliverable schedule, escalates issues, attends advisor calls. Acts as your in-house associate without the W-2.

process mgmtquality reviewbuyer/client comms

Available now20–40 hrs/wk

Model builder

FMVA-grade · 5+ yr models

Builds 3-statement operating models, LBOs, DCFs, sensitivity tables, working-capital schedules. 5-day standard turnaround on a clean data pack.

3-statementLBO/DCFsensitivitiesWC schedule

Available now~5d/model

Research analyst

Pitchbook + Capital IQ

Sector deep-dives, comp sets, transaction precedents, buyer/target longlists, ownership research. 600+ sector studies shipped.

sector mappingcompsbuyer profileslonglists

Available now10–30 hrs

QoE / diligence analyst

Big 4-trained

Sell-side QoE prep, buy-side QoE coordination, add-back schedules, normalization, diligence Q&A response packs.

QoE prepadd-backsdata roomdiligence Q&A

Available now15–40 hrs

IC memo / CIM writer

Investment memo specialist

Investment papers, IC memos, CIMs, teasers, management decks. Writes the narrative buyers and IC committees actually read.

CIMIC memoteasermgmt deck

Available now10–30 hrs

✦

Smart deliverable specialist

4D Canvas · AI-augmented

Builds Smart Teaser, Smart CIM, Smart IC memos on 4D Canvas. Interactive, drill-down, scenario-toggled. AI-augmented research and writing.

Smart CIMSmart TeaserChat with CIM4D Canvas

Limited bench~10d/build

Add Yajur to your next mandate.

15-minute intro call. Tell us the side you advise on, the deal sizes you run, and the next deliverable on your desk — we will scope a fit on the call.

Book intro call → Email sailesh@yajurks.com