Sell-side M&A advisory for lower-middle-market owners, operated by AI.
OpenAdvisory is a technology platform that runs the sell-side process for founder- and family-owned businesses — preparing materials, managing buyer outreach, and coordinating diligence — with AI agents doing the work under platform-enforced controls and human principal oversight.
Secure deal portal
Sellers and prospective buyers interact through a secure portal: NDAs, process letters, information requests, and deal updates live in one governed workspace — not scattered across inboxes.
Governed automation
Every outbound action an agent takes — every email, document, and request — passes through platform policy gates and lands in an auditable record before it leaves the system.
Consent-based outreach
Deal correspondence goes to counterparties participating in an active process. Every message identifies the sender and carries a working opt-out; opt-outs are honored permanently via a suppression list.
Where we are
OpenAdvisory is in pre-launch. The platform is built and in validation; we are onboarding a limited set of early sell-side engagements. We do not publish client names, testimonials, or transaction statistics — there are none to publish yet, and when there are, confidentiality will still come first.
If you own a lower-middle-market business and are considering a sale, or you are a buyer who wants to be part of future processes, get in touch.