#United States #Austin #MAVERICK #Maywood #Lombard Global

Lombard Global's Forecast: A 70% Surge in Deal Flow with AI Assistance

Lombard Global, an Austin-based investment bank specializing in technology mergers and acquisitions (M&A), has made notable waves by projecting an astonishing increase of over 70% in its deal flow over the forthcoming year. This forecast has been fueled by the integration of Maverick, an advanced AI agent developed by Maywood, aimed at enhancing business development processes within the firm.

Enhancing Connectivity in Technology M&A
Maverick is not just a simple AI tool; it acts as a proactive agent, aiding Lombard Global's bankers in maintaining ongoing relationships with both founders and potential acquirers well before any deal is formally initiated. This means that technology sellers now have direct access to qualified buyers, while acquirers are introduced to targets that align with their strategic interests. The result? An increase of over 15 new connections between buyers and sellers each week, significantly enlarging Lombard Global's operational network.

Building Relationships in a Competitive Landscape
In the competitive landscape of technology M&A, the key to a successful transaction often hinges on establishing the right relationships. As Kent Goodman, COO of Maywood, emphasizes, “Great deals start with the right relationship at the right moment.” For founders contemplating the sale of their companies, reaching the ideal buyer means connecting with parties who truly appreciate the intrinsic value of their business. Conversely, acquirers benefit from engaging with bankers who comprehensively understand their strategic objectives and the market nuances.

Lombard Global recognizes that the complexity of private-market deals, particularly in niche technology sectors, demands sustained engagement with a wide array of companies to ensure opportunities are not missed. Unfortunately, maintaining such relationships can be challenging for smaller boutiques amidst the frenzy of active deals. This is where Maverick comes in, enabling Lombard bankers to remain visible to potential buyers and sellers through timely contact and insightful market analytics.

For Founders and Sellers: A Competitive Edge
Lombard Global has introduced several advantages for tech founders and entrepreneurs looking to sell:
1. Access to Known Buyers: When Lombard Global makes a pitch for sale, it can point to robust relationships with active strategic and financial acquirers across both domestic and international markets.
2. Industry Insights: The firm's bankers maintain up-to-date knowledge on acquisition trends within specific markets, gaining insights on who is buying, what they are valuing, and why.
3. Streamlined Process: Initiating from already established relationships allows for a more targeted sale process, focusing on qualified buyers rather than cold outreach.

For Acquirers: Navigating the Landscape
Acquirers glean substantial benefits as well:

• - Early Access to Acquisition Targets: By staying in close contact with active acquirers, Lombard Global can preemptively present viable companies that fit the acquirer's interests.
• - Market Coverage: Lombard Global has developed comprehensive tracking capabilities across fragmented sectors such as B2B SaaS and AI infrastructure, uncovering private companies that regularly do not undergo broad sales processes.
• - Expert Guidance: With deep industry experience, Lombard bankers provide acquirers with invaluable insight into how tech firms grow and succeed, ensuring informed decision-making.

How Maverick Powers the Process
Maverick plays an essential role in the growth of Lombard Global’s operational reach. It opens doors to key acquirers by analyzing ongoing deals and identifying entities worth connecting with. Rather than waiting for prompts from the bankers, Maverick functions autonomously, managing relationships and surfacing strategic actions. Its ability to anticipate needs and flag timely follow-ups empowers Lombard’s bankers to act decisively. On a particularly active day, Lombard's most engaged users have completed over 40 actionable items thanks to Maverick's intelligent prompts.

Looking Ahead
Bill Billeaud, CEO and Managing Partner of Lombard Global, encapsulates the vision of this partnership: “The best outcomes come from reaching the right counterparty. With Maverick, our network continues to grow at an unprecedented pace.” Under this collaboration, Lombard Global and Maywood are committed to further innovating their approach to business development in technology M&A by leveraging AI to provide superior advisory services for both buyers and sellers.

For those interested in the intersection of technology, investment, and AI, Lombard Global and Maywood are paving the way forward, ensuring that tech founders and acquirers are well-equipped to thrive in a rapidly evolving market.

To explore further how Lombard Global can benefit technology founders and acquirers, visit Lombard Global. You can see Maverick in action at Maywood.

About Maywood

Maywood is at the forefront of proactive AI innovations for financial sectors, specializing in investment banking and business development. Their AI agent, Maverick, is designed to streamline processes for managing directors and partners by continuously optimizing relationship management and deal flow.

About Lombard Global, Inc.

Founded in 2004 in Austin, Lombard Global specializes in advising technology firms on M&A and strategic transactions, combining industry-focused insights with expertise in cross-border transactions.