Data Brokering
Owner-led companies sit on years of operating history and rarely think of it as an asset. We turn it into one, with a short process and a single decision maker.
A business that has traded for ten or fifteen years has produced a decade of quotes, job files, invoices, support emails and supplier threads. In the lower middle market that record usually sits in a handful of systems: an accounting package, a CRM, a shared drive and a few inboxes. It costs money to keep and nobody expects it to earn anything.
To an AI developer it is a record of how a specialist business actually operates, from first enquiry to final invoice. That is the supply they are short of, and it is not held by large companies alone. Specialist trades and niche services can be especially useful sellers, precisely because so little of their work is public.
The process is built around an owner's time. We run the inventory from a conversation, give you a valuation range before you commit to anything, and handle preparation and the buyer side. You make one decision: whether the terms are worth taking.
The proceeds come from an asset already on the books. No equity changes hands, no debt is taken on, and nothing changes about how the business runs. We are not legal counsel; your adviser reviews the terms before anything is shared.
Typical sources
A decade of operating history is a decade of work nobody else can reproduce.
Small, specialist and private is what makes it valuable. The business does not need to be large for its data to be scarce.
How We Keep It Light
One conversation to start
The inventory begins with what the business does and which systems it runs. We do not ask for access until there is a buyer case worth pursuing.
A number before a commitment
You see an estimated range for each asset before anything is listed, so the decision to proceed is made on numbers rather than promises.
Your customers stay protected
Anything that identifies a customer or an employee is stripped out before data leaves your control, and buyers assess quality from redacted samples only.
Paid on the close
Our fee is tied to a completed transaction. The work up front is ours to carry, which is why we only take assets we believe a buyer will want.
How It Works
One call on what the business does and which systems it runs. No access and no paperwork at this stage.
An estimated range for each asset and the kind of buyer it suits. You decide whether to go further.
Identifying details are stripped out and samples redacted. Your adviser reviews the terms before anything is shared.
We take it to qualified buyers through our transaction partners, negotiate, and see it through to payment. Our fee is tied to the close.
Other Segments
Several functions, specialist teams and deep operating history. A structured process run with finance, IT, security and counsel, usually across more than one listing.
Middle MarketBusiness-unit scale data under formal governance. A process built for procurement, security review and data-protection assessment, with licensing structures to match.
EnterpriseTell us what the business does and which systems hold its history. We will tell you whether there is buyer demand and what a valuation would involve.