Technology Driven M&A Edge

We've been quietly building and investing in our research platform, TargetSelect since 2022. Leveraging the latest in AI technology and purpose-built for the buy-side, let us show you how TargetSelect can make a difference in your next investment.

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Platform Enabled Results, withTargetSelect.ai

Built to better serve the needs of our clients, TargetSelect is our AI-driven proprietary research platform that integrates industry-leading data sources and employs machine learning and natural language processing to analyze and process tens of thousands of data points.

Guided by our talented team of researchers, each company identified is personally validated to ensure alignment with your investment criteria. TargetSelect is incorporated into a technology stack of best-in-class systems and resources and is the enabling force behind the winning combination of Genz People, Process and Platform.

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TargetSelect Capabilities

Learn more about the power of TargetSelect and the capabilities that elevate every aspect of the research process below:

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Engagement Level AI Prompts

Prompts that operate as the “instruction layer” on how AI evaluates, scores, and ranks potential targets. This is tailored to each client’s unique investment thesis, acquisition criteria, and strategic objectives.

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Data Compilation & Integration

Company records are compiled from a variety of external and proprietary sources and then integrated into TargetSelect.ai., combining data points from each source to produce a single company profile.

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Data Enrichment

Machine learning models clean, normalize, and enrich the dataset with engagement level, structured attributes. The enrichment process is ongoing utilizing APIs and automated crawlers to periodically refresh company data.

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AI-Driven Fit Scoring

Apply machine learning models to evaluate each company’s alignment with the predefined investment criteria. The model produces a dynamic “fit score”, refined over time based on approved and rejected targets.

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Strategic Rationale Generation

Using large language models (LLMs) to synthesize the enriched data and generate concise strategic rationales explaining why a company aligns or does not align with a given investment thesis.

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Automated Similar Company Discovery

AI-driven “similar company” algorithms continuously identify and rank additional targets with comparable attributes to validated and approved companies, automatically expanding the target universe.