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 and IC memos — under your brand and timeline. Your team retains client relationships, transaction decisions and approval; our bench ships the work.

Discuss your next mandate → Explore services →
600+
Transactions supported
White-label
Under your brand
Global
Deal expertise
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.

Deal Origination
Deal Preparation
Deal Outreach
Diligence Support
Deal Close
You — relationship + strategy Deal Origination

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

Yajur — bench ships in parallel 4 deliverables shipping
Sector research
Buyer identification and screening
Valuation benchmarks
Pitch deck
Phase 1 of 5
Full mandate: 4-12 months depending on complexity, process speed, and diligence depth. The ranges shown are indicative planning windows; source readiness, complexity and review rounds determine the agreed schedule. Full stage-by-stage responsibilities are available below.
How we work

Four steps. Your review at the center.

This working rhythm runs through every deal stage. Your team retains client relationships, buyer conversations, transaction decisions and approval of shared materials.

01

Scope

We review the requirement, available sources and intended audience, then agree deliverables, formats, timeline and review responsibilities.

02

Prepare

We develop the analysis, research and materials, identifying information gaps and questions for your team.

03

Review

You review the work and approve the narrative, numbers and version intended for use. We reconcile feedback and revisions.

04

Deliver and update

We hand over or publish the agreed outputs and define subsequent updates, sharing responsibilities and any hosting arrangements.

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 colors, 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

A named Yajur analyst works within your team’s agreed workflow. Client-facing participation is included only when you choose and scope it.

Most common with: PE funds, repeat-deal advisors

Engagement shapes

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

The shape of the engagement follows your deal flow. Start with one deliverable, connect several outputs into a deal workstream, retain a monthly bench, or add a named analyst to the team.

01

Project engagement

Fixed scope per deliverable — CIM, model, target list, IC memo, SMART dashboard or industry brief. Defined turnaround, review path, and hand-off.

For: one-off deliverables, new working relationships

02

Retainer

Monthly bench across one or more live mandates, with agreed capacity, review points and one Yajur contact.

For: advisors with consistent deal flow

03

Embedded analyst

A named analyst aligned to your shop, working within the agreed scope, systems and review cadence.

For: shops scaling without adding payroll

Engagements can flex across a live mandate, a recurring pipeline, or a dedicated analyst seat.

Deal lifecycle

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

Explore the support available at each stage. Your team retains relationships, transaction decisions and approval of materials. Agree the specific deliverables and review checkpoints for your mandate.

01Deal Origination
02Deal Preparation
03Deal Outreach
04Diligence Support
05Deal Close
01
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 & mandate scope
  • 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
02
Deal Preparation
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
  • Pre-market QoE readiness: EBITDA bridge, add-backs & revenue quality
  • CIM drafting
  • Teaser & management presentation
  • Buyer research, longlist & profiles
03
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
04
Diligence 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
  • Detailed sell-side QoE, source support & challenge defence
  • Diligence Q&A response packs
  • Management interview prep & briefing books
  • Customer-call coordination & references log
05
Deal Close
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
Illustrative deal duration
~22 weeks
Example mandate timeline from win to signing
Illustrative Yajur coverage
~480 hrs
Example allocation across five mid-market sell-side stages
Illustrative advisor capacity
~340 hrs
Scenario comparison, not a guaranteed saving
01
Identification & Research
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
02
Deal Evaluation
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
03
Target 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
04
Diligence & IC
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
  • Buy-side QoE / FDD: earnings, revenue, NWC & debt-like items
  • Synergy & cost-out modeling
  • Customer-reference calls & channel checks
  • Data-room diligence response tracking
05
Portfolio & Exit
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
  • Scenario & downside decks
  • 100-day plan outline + KPI dashboard
Illustrative mandate duration
~22 weeks
Example thesis-to-close timeline
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
Quality of earnings support

Keep the client relationship. Hand us the financial evidence.

Yajur can carry the QoE workstream from data request through report and databook while you retain the mandate, judgement calls, and client communication.

You lead

  • Seller, buyer, or lender relationship
  • Positioning and negotiation strategy
  • Materiality and commercial judgement
  • Final client communication

Yajur delivers

  • Data request and Excel databook
  • Adjusted EBITDA bridge and add-back testing
  • Revenue, margin, NWC, and debt-like analysis
  • Source support, findings, and Q&A pack
Seller-side preparation

Light QoE

Surface unsupported adjustments and financial inconsistencies before buyers begin testing the numbers.

Deeper scrutiny

Detailed QoE

Source-level testing, proof of cash, revenue quality, working-capital analysis, and findings defence.

Lender-engaged scope

SBA Appendix 15 QoE

Separate lender engagement, independence controls, documented evidence, and CPA sign-off partner where required.

Reports can be issued in Yajur's name or under your brand as the engagement permits. QoE is financial due diligence, not an audit, review, compilation, or attestation, and provides no assurance opinion. Seller- or advisor-commissioned readiness work does not replace a lender-engaged SBA report.

Discuss a QoE workstream →
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.

MA

M&A Analyst (lead)

Sr. Associate-grade · Named contact

Your single point of contact. Runs the deliverable schedule, escalates issues and joins agreed working calls with your team.

process mgmtquality reviewadvisor coordination
MB

Model builder

FMVA-grade · 5+ yr models

Builds 3-statement operating models, LBOs, DCFs, sensitivity tables and working-capital schedules around the agreed scope and source pack.

3-statementLBO/DCFsensitivitiesWC schedule
RA

Research analyst

Licensed financial databases

Builds sector deep-dives, comp sets, transaction precedents, buyer and target longlists, and ownership research.

sector mappingcompsbuyer profileslonglists
QE

QoE / diligence analyst

Financial diligence specialist

Rebuilds adjusted EBITDA from source records, tests add-backs, and connects revenue, margin, NWC, and debt-like findings to the deal narrative.

QoEadd-backsNWCdiligence Q&A
IC

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

Add Yajur to your next mandate.

Share the type of support you need and your preferred timeline. We will discuss scope and the appropriate way to share materials. Please keep confidential deal information out of a general inquiry.

Book a Call → Email sailesh@yajurks.com