From days to hours: Coley Corporate Finance accelerates M&A analysis

Julian Coley is founder and CEO of a specialized M&A advisory boutique. The firm works on complex transactions – including in regulated industries, tech companies with IP structures, and special situations.

Before using StrategyBridge AI, the team relied on multiple traditional databases in parallel: stock data providers, transaction databases, and separate tools for longlists. Each served a purpose, but none covered the full process.

Key challenges:

High time investment for research, adjustment, and validation

Dependence on manpower, especially in small teams

Fragmented data sources with constant platform switching

Limited speed, particularly during pitches and urgent requests

For small teams, every analysis quickly became a capacity issue

Today, StrategyBridge AI is primarily used in preparation, analysis, and pitch phases. The goal is to achieve clarity early – before discussions with potential clients or investors begin.

Coley Corporate Finance specifically uses the solution for:

Market and competitor analyses

Benchmarking EBITDA margins and cost structures

Initial valuation indications

Longlists for potential buyers and competitors

Especially relevant is the use for mid-sized companies, which often lack structured market data. StrategyBridge AI quickly provides aggregated market insights and enables initial classification:

Low performer or high performer?

How does the company compare to its industry?

The biggest everyday impact: time savings. Analyses that previously took one to two full workdays are now available in a fraction of the time – providing a reliable basis for conversations and pitches.