Built for practitioners

The Agentic Transformation OS.

AI agents do the structured work of your transformation team. About 50% fewer work hours and 30% shorter projects.

Based on a nine-company integration programme for a private equity portfolio, delivered by our founder over two years using the methodology now built into AtlanticM&A

or buy Independent now, from $1,000 a month

What's in the free trial

SOC 2 Type II observation underway · 75 patents filed

Northgate Holdings acquiring Kestrel Freight

A half-page brief becomes strategic direction, charters, a work plan, a roadmap and a critical path in about four minutes.

Read the transcript

Transcript of the film

  1. 0:00The work plan was never the source of truth

    Advances in AI have created the opportunity to build a system of work for transformation projects. The work plan was never the real source of truth. The real source of truth has always been the meetings, where problems are discussed, argued and solved. We can now capture those conversations, build the plan from the context you already have, and spin up agents to model the decisions. This is the first system of work that both augments and automates the work of your transformation team.

  2. 0:28A half-page brief is all it takes

    Six project types. Integration, divestiture, value creation, transformation, agentic transformation, cloud migration. They all follow the same shape. Pick one, and a half-page brief is all it takes. Industry, size, horizon, and what the deal is for.

  3. 0:45One click, and it starts work

    One click. The AI drafts strategic direction, every charter, the work plan and the roadmap. Every line is yours to change.

  4. 0:54Strategic direction, functions, charters, work plan

    Four minutes later, every step is ticked. Strategic direction. Every function, with its charter. And the plan underneath them. Not a template. Written for this deal.

  5. 1:05A work plan that was not there ten minutes ago

    The work plan. Every workstream, broken down, in sequence. And it keeps going. Not a playbook from someone else's deal. That is their work product, and it never quite fit yours anyway. This one was written for this deal.

  6. 1:19And a roadmap they can take to the steering committee

    And a roadmap you can take to the steering committee on Monday morning.

  7. 1:24The critical path, without the ballroom

    And this is Walk the Walls. The algorithm and the AI find the critical path while you watch. No hotel ballroom. No sticky notes and string. Every workstream graded, every section ranked, and the critical path marked. So you know where to start, and the sequence that finishes the work fastest. Your teams can begin today.

  8. 1:48Built by a practitioner

    Built by a practitioner who understands how things actually get done. Big Four consulting and C suite portfolio experience, embedded in the software, so you stop paying for a pyramid of junior staff and pay only for the advice you value. Your language, enterprise security, and this is what it looks like across a whole portfolio. Start a free trial whenever you are ready. And if you would rather ask a question first, write to me. I answer my own email.

Built for the way M&A actually gets delivered

Independent ConsultantsBoutique AdvisoryCorporate DevelopmentPE Operating Partners

Certifications, filings and independent assessments

75 PatentsFiled and pending
AWS PartnerNetwork member
SOC 2 Type IIIn progress
ISO 27001In progress
Pen TestedIndependent, 2026
GDPRCompliant
FIDO2 / MFAPasskeys + TOTP

A new category, not a feature add-on.

Three different mental models. Three different things you actually buy.

AI has made a first draft cheap to produce and cheap to redo. The work that matters now is the second pass: checking it, deciding, and owning the result as a team.

 

Horizontal PM

Generic project tracker

Smartsheet, Asana, MS Project, Monday

Vertical PM with assistant

PM with a chatbot

Vertical M&A platforms with chatbot features

New category

Agentic Transformation OS

AtlanticM&A

Mental modelPassive ledger. Humans do the work; the tool records it.User prompts; tool answers. AI is an interface to the data already there.Agents read a project-specific contextual web and act on it.
AI surfaceNone, or a generic LLM bolted on.A chat box. User-initiated.Agents on every surface (briefings, decks, voice, dependency mapping, cadence delivery), running continuously, not on prompt.
Data modelTasks, owners, dates, RAG.Same + uploaded documents the chatbot can summarise.Domain primitives — TSA services, synergy claims, stakeholder graph, Wave Plan, RAID, change signal — all related.
Where the team's time goesWriting every draft by hand, then checking it.Prompting a chatbot for each draft, pasting inputs in and answers out. Each person works from what they personally know.Meetings and documents flow in, briefings and decks flow out, and agents redraft whenever the project changes. The team spends its time on the second pass, working from the project's context, not one person's.
Scales with project volume byAdding hours. You staff up.Adding hours. You still staff up.The substrate. Run more projects without scaling the consulting pyramid.

Deal number two starts where deal one finished.

What you can run on it

Eleven programme types. Three of them involve a deal.

The same work plans, governance, stakeholders and reporting underneath each one.

Deal-led

3A transaction starts the clock

Integration

Two companies become one. Workstreams, synergies and Day 1, tracked from signing.

Sell-Side Divestiture

Separate a business and exit the TSAs, with stranded cost visible from the start.

Buy-Side Divestiture

Buy a carve-out and stand it up, with the TSAs you inherit mapped to an exit.

Transformation

6No deal required

Cost Reduction

A cost-out programme with the savings tracked to the P&L, not to a slide.

Value Creation

The value creation plan, with every initiative linked to the bridge.

Digital Transformation

A digital programme run as work, rather than as a roadmap that ages.

Operating Model

Redesign how the organisation runs, and track the change through to the new shape.

Cultural Change

Behaviour change with named owners, on the same cadence as everything else.

Agentic Transformation

Put agents into the operating model, and govern what they do.

Cloud migration

2No deal required

AWS Migration

A MAP-aligned migration, with waves, dependencies and the landing zone tracked.

Azure Migration

The Cloud Adoption Framework programme: assess, ready, migrate, modernise.

Everything your delivery needs

From deal screen through Day 1, transformation execution, and AWS Cloud Migration funding — one platform across the full lifecycle.

Project Tracker

Manage workstreams, milestones, and tasks with RAG status — all audited. See at a glance what's red before your sponsor meeting.

Report Centre — data to deck

Pixel-perfect corporate decks generated from live project data — Steering Committee packs, integration scorecards, synergy realisation reports. Refreshed in minutes, not days. Custom slides via PowerPoint upload + your chrome.

Synergy Modeling

Build cost and revenue synergy models with waterfall charts, scenario analysis (base/bear/bull), and monthly actuals tracking.

Stakeholder Co-Pilot

Persistent, voice-enabled co-pilot for every stakeholder in your deal. 90-second briefings, suggested engagement strategies with a tried/worked feedback loop, cross-stakeholder voice queries. Patent-pending.

Conversation Intelligence

Upload meeting transcripts, or connect Teams and Zoom directly. AI extracts proposed updates — you review and apply in one click.

Enterprise Security

Row-level security in Postgres isolates every tenant. Credentials in AWS Secrets Manager. Hosted on AWS with Cognito auth.

AtlanticM&A Intelligence

A full contextual web of the project — workplans, stakeholders, meetings, synergies, RAID — that every AI surface reads to augment and automate the work. Bedrock-hosted, tenant-isolated, audit-trailed.

Cross-Border Multi-Language

Teams work in their home language while keeping every stakeholder updated in theirs. 16 languages with AI-powered translation for project data, meeting intelligence, and reports.

From a brief to a built plan

Give it the document that defines the project and half a page of context.

01

Give it the project

Upload the document that defines it, an SPA, a mandate, a business case, and half a page of context. That is the whole input.

02

AI Power Build

Strategic Direction, workstream charters, a dated work plan and the roadmap, built in one pass and ready in minutes.

03

Review and refine

Work through it with the AI accelerators to iterate and refine your plan with key stakeholders.

No playbook to force-fit, because the playbook was written for this project.

Watch a real AI build

Two ways in

Watch it work. Then bring a real project.

Six short films, each one the product being driven rather than a mock-up of it. When you want to use your own numbers, the trial is fourteen days and takes no payment.

Filmed in AtlanticM&A with sample data.

Demos need no sign-up and save no data. The free trial needs no card. What's in the free trial

One price per active project

Every core feature on every plan. Start free for 14 days, no card.

Independent

For independent consultants, interim managers, independent sponsors and small corporate development teams.

from$1,000/ month

billed annually

Firm

For consultancies, private equity firms and mid-market corporate development teams running several programmes at once.

from$3,000/ month

billed annually

Enterprise

For private equity portfolios and global corporate development, with the security, contract and procurement terms they require.

from$56,000/ year

billed annually

Richard Parry, founder of AtlanticM&A

Who built it

Richard Parry

Founder

Oxford · London Business School · IMI, Deloitte, IBM, mars & co · delivering since 1998

My first M&A project was in 1998. I was a young engineer at IMI plc and somebody had to work out which of two overlapping product ranges to keep, so I pulled the sales and cost data out of both companies' systems and wrote the application that answered it. My first M&A project was building software to model a merger. Here we are again.

The plan was never the problem. Keeping the plan current was the problem.

Read the full background
AtlanticM&A

Run your next deal on intelligence, not spreadsheets

Join advisory teams and corporate development offices using AtlanticM&A to close deals faster, capture synergies sooner, and brief stakeholders in 90 seconds.

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