The research team your boutique doesn't have.

Your analyst hasn't slept in three weeks. The pitch is Friday. We built the other side of the 80-hour buyer list — 48-hour turnaround on memos, comps, buyer universes, and process design. Priced per deliverable. Prepared by operators.

Built for boutique M&A advisory firms, mid-market investment banks, and lower middle-market PE. We run a cross-referenced source stack — SEC, Companies House, Bolagsverket, Crunchbase, news aggregation — and integrate with your Pitchbook, Capital IQ, or Mergermarket license when available. Senior review on every deliverable.

48hfrom brief to finished document
$3,500–$8,500fixed price per deliverable
Full refundif the first one doesn't land
10 firmsaccepted per quarter
Delivered across B2B SaaS · Industrial software · Healthcare services · Specialty chemicals · Fintech infrastructure · Consumer brands · Energy transition · Defense technology · Industrial technology · Specialty finance

Finished documents, not software.

You send a brief. We return a document within 48 to 72 hours. Same shape as what your junior analyst would produce, without the 80-hour week.

Sell-side support

Buyer List

40–80 strategic and financial buyers, ranked by fit. Includes contact-ready LinkedIn profiles, recent M&A activity per buyer, and outreach-ready email drafts personalised to each buyer's thesis.

Origination & pitch

Research Memo

20–30 page research memo on a target company. Industry context, financial summary, comparable transactions, strategic positioning, and key diligence flags. Formatted for partner review.

Valuation prep

Comparable Transactions

20 disclosed comparable transactions with multiples, deal structure, strategic rationale, and premia analysis. Covers the last 36 months globally for your sector.

Sell-side pitch · process design

Strategic-Alternatives Process Design

15–20 page process-design memo for a board evaluating strategic alternatives. Readiness gates, process architecture options, sequenced buyer list with named partners, fireside-chat framework, information-staging plan, risk register, 14-week timeline. Built to be the scaffold of your pitch to the target.

Sector intelligence

Sector Report

Quarterly deep-dive on a sector: active buyers, completed transactions, funding rounds, leadership changes, regulatory shifts, and 10 companies that look ripe for sell-side conversations.

Ongoing

Weekly Deal Flow Brief

Every Monday morning: 10–20 companies in your target sector worth screening, with the trigger event (funding, leadership change, competitor deal, earnings miss) and suggested next action.

Why the pricing

A research memo at Acuity, Evalueserve, or similar offshore research firms typically costs $12,000–25,000 and takes 10–14 days. We charge $6,500 and deliver in 48 hours because our editorial model compresses sourcing and structuring without compressing judgment. Senior review on every output. Three sample deliverables are published below — HMS Networks, Phreesia, and Phreesia process design — showing the format and standard we hold on your brief. We're not a cheaper alternative — we're a different model.

A brief takes you five minutes.

No intake form. No onboarding call. No slide deck. You email one paragraph to ben@operatorassociates.com and we confirm scope within two hours.

To: ben@operatorassociates.com Subject: Brief — Buyer list, European industrial software

Hi Benjamin,

We have a sell-side mandate signed with a European industrial software company. €18M ARR, 40% EBITDA margins, growing 28% YoY, headquartered in Nordics with customers across DACH. We want a buyer list by Friday.

Parameters:
— Target buyer types: strategic industrials (priority) + sponsors active in vertical SaaS
— Deal size range: €150M–€280M enterprise value
— Geographies: Europe + US
— Excluded: any buyer we've approached in last 18 months (list attached)

NDA attached. Let me know if you need anything else.

— Partner name

That's the whole thing. If we have clarifying questions we ask inside two hours. Otherwise, work starts immediately and you have a draft on your desk 48 hours later.

Hour by hour, so you know what's happening.

Hour 0

Brief received

You email the brief. We confirm receipt within 30 minutes. If anything is unclear we ask inside two hours; otherwise work starts immediately.

Hour 2–12

Parallel source pass

Agent pipeline runs against SEC, Companies House, Bolagsverket, Crunchbase, GDELT news, LinkedIn, and press-release archives. For buyer lists, this scopes the full universe — typically 200–500 candidates — before ranking.

Hour 12–24

Structuring and drafting

Agent synthesises raw sources into the deliverable structure. For a buyer list: ranking, rationale per buyer, contact identification, draft outreach per buyer. For a memo: outline, drafting section-by-section with source attribution throughout.

Hour 24–36

Senior review

Founder reviews line by line. Fact-checks surprising claims. Cuts weak rationale. Rewrites anything that reads like AI. Flags low-confidence data points explicitly in the document.

Hour 36–48

Final polish and delivery

Formatted in your firm's template if provided. PDF + editable Google Doc (or Word). Delivered with full source log — every claim traceable to its source. Short cover email summarising key findings and any open questions.

Hour 48–72

Revisions (if needed)

One round of revisions is included. You reply with changes; we turn around within 24 hours. If further revisions are needed they're added to your retainer or billed at $400/hour.

This is what lands in your inbox.

An anonymised excerpt from a buyer list delivered for a mid-market sell-side in European industrial software. Eight hours of analyst time compressed into 48 hours end-to-end. Three longer-form samples follow below.

Buyer List — Industrial Software, Europe, €25–60M EBITDA target
Delivered 48h after brief
Buyer universe
Ranked shortlist of 12 (of 67 total evaluated). Strategic & financial, across Europe.
Rank Buyer Type Rationale Fit
1Hexagon AB (PPM)StrategicAcquired 3 adjacent asset-tracking plays 2023–25, public M&A mandate, active thesis on industrial digital-twinA+
2Advent International (Fund X)Sponsor$3B fund with industrial automation thesis, current portfolio gap post-Planview exit, dry powder confirmed 2025-Q3A
3Schneider Electric (Digital Svc)StrategicPattern of bolt-ons under €200M, CEO commentary at CES on "industrial AI layer," geographic Nordic gapA
4IK Partners (Mid-cap Fund IX)SponsorActive in Nordic industrial software since 2019, portfolio already includes adjacent company, cross-sell thesisA−
5Siemens AG (Digital Industries)StrategicPublic M&A appetite restated at 2025 Capital Markets Day, acquisitive in connected-factory layer, pricing may be slowB+

Outreach drafts

Each buyer includes a personalised outreach email drafted in your firm's voice, referencing the specific thesis or recent deal that makes this buyer relevant. Forwarded to the right contact (typically Head of Corporate Development for strategics, Principal for sponsors).

Coverage notes

67 buyers evaluated, 12 advanced, 32 parked with rationale, 23 eliminated. Full log included in the delivered document. Source attribution on every data point.

Prepared by OPERATÖR · 48 hours after brief received

Example is illustrative. All names and figures anonymised from a real delivered buyer list. Your version runs on your brief.

Three full samples available

Research Memo · Public EU
HMS Networks AB
Swedish industrial-comms leader. Acquirer universe, comparable transactions, 20 pages.
Research Memo · Public US
Phreesia, Inc.
Healthcare SaaS sum-of-parts thesis. Named PE partners, trading comps, 25 pages.
Process Design · Sell-side
Phreesia — Alternatives
Board-facing process design. Buyer sequencing, fireside-chat framework, 18 pages.

All three samples built on public data. Same format, same editorial standard as what we deliver on your brief.

A buyer list burns 60–90 analyst-hours. You're paying for 2.

Junior analyst time is the bottleneck on every sell-side mandate. Here is the explicit math on a single buyer list, compared against both in-house and offshore research firms.

Acuity / Evalueserve (offshore)

Calendar time to completion10–14 days
Revision cyclesBilled hourly
Delivery formatVariable quality
Senior oversightAccount manager
Typical fee per buyer list$12,000–$18,000

OPERATÖR

Calendar time to completion48 hours
Revision cyclesOne round included
Delivery formatFirm template, source log
Senior oversightFounder reviews every output
Fixed fee per buyer list$7,500

Against in-house: your analyst typically burns 60–90 hours on buyer list research at $180/h fully loaded (~$12,000–$17,000 all-in), plus 4–8 hours of senior review. OPERATÖR replaces both cost and calendar time at half the spend. But the real value is not the cost saving — it is what your analyst does with those 60 hours: client conversations, deal execution, judgment calls no AI can make.

Multiplied across the deals you run per year, the savings finance the retainer several times over. But the real value is not the cost saving — it's that your junior analyst spends those 60 hours on the three things no AI can do: client conversations, deal execution, and judgment calls on structure.

Same output. Different economics.

Offshore research firm
OPERATÖR
In-house junior analyst
Buyer list cost
$7,000–12,000
+ management time
$3,500
fixed per deliverable
~$6,000 in loaded cost
+ senior review time
Turnaround
10–14 days
48 hours
5–10 days
Revision cycles
Billed hourly
One round included
Free but erodes deal capacity
Scales with deal flow
Yes, via account manager
Yes, instantly
No — bottlenecked by headcount
Data sources
Limited to their stack
Your stack or ours
Your firm's licenses

Cross-referenced sources, disclosed every time.

Every deliverable includes a source log. You know exactly where every data point came from and how we scored confidence. No black-box AI output.

Public filings

SEC EDGAR (US), Companies House (UK), Bolagsverket (SE), Unternehmensregister (DE), and equivalent registries across Europe. Structured financial data on every reporting entity.

Private company data

Crunchbase, OpenCorporates, GDELT news aggregation, LinkedIn enrichment. Cross-referenced to catch gaps that single-source databases miss — particularly sub-$50M mid-market private companies outside the US.

Your licensed sources

If your firm has Pitchbook, Capital IQ, Mergermarket, or Preqin, we integrate with your license via your API credentials. You pay nothing extra. We layer intelligence on top of data you already own.

Confidentiality

NDA signed per engagement if requested. GDPR-compliant data processing agreement included. No training of external models on your briefs. Deliverables archived only for your reference and deleted on request.

We say no more than we say yes. Here's when.

You need live data-room support

Q&A management, buyer-side DD coordination, VDR automation — we don't touch MNPI yet. Stay with your current workflow for live deals; come to us for pre-engagement research only.

You're a bulge-bracket bank

Goldman, Morgan Stanley, JP Morgan all have 30-person research teams that produce buyer lists in-house. The maths doesn't work for you. We're built for firms with 5–40 deal professionals.

You run fewer than 4 deals a year

À la carte at $3,500 per output works fine for one-off needs. But the retainer math assumes meaningful deal flow. If you're running 1–3 deals a year, stay à la carte and buy as needed.

You need someone in your office

We're remote-first. Europe-based team, delivery via email. If your firm culture requires an on-site analyst or regular face-to-face, we aren't the fit. Hire a junior instead.

Per deliverable, or on retainer.

Start with a single deliverable at list price. Convert to a retainer when you want predictable throughput.

À la carte

For firms who want to try one deliverable before committing.

Pay per output

$3,500–$8,500 per document

Pick any single deliverable
  • No commitment
  • Pay on delivery
  • One round of revisions
  • NDA per engagement
  • Full source log included
Request a deliverable

Principal

For firms with 10+ active deals, sector programmes, and bespoke workflows.

$35,000+

per month

Unlimited deliverables + bespoke flows
  • Unlimited deliverables
  • 24h SLA on core documents
  • Standing sector-coverage programme
  • Bespoke pipelines for your workflow
  • Priority capacity during deal spikes
  • Pitchbook / Capital IQ integration managed
  • Quarterly strategic review with the partner desk
Discuss Principal tier

Month-to-month. Cancel anytime with 30 days' notice. Prices in USD, VAT added where applicable.

Need it faster?

We keep 48 hours as the default to give senior review the time it deserves. When your pitch is Friday and the brief landed on Wednesday, we accelerate for a premium.

48 hours
List price
Default. Senior review built in.
24 hours
+50%
Rush tier. Same quality bar, compressed cycle.
12 hours
+100%
Same-day. For when the partner meeting is tomorrow.

An editorial-first research firm.

OPERATÖR is a research firm built on a new model: programmatic sourcing at the pace modern M&A requires, senior editorial review on every deliverable before it leaves the desk. We produce buyer lists, research memos, comparable transactions, and strategic-alternatives process-design memos for boutique M&A advisory firms, mid-market investment banks, and lower middle-market PE globally.

Founder & Managing Director

Benjamin [Surname]

M.Sc. Stockholm School of Economics. Former M&A and SaaS operator. Currently Principal Product Manager at a US-listed technology company. Edits every deliverable before release.

Research Pipeline

OPERATÖR OS

⟨ ⟩

OPERATÖR's proprietary sourcing and drafting infrastructure. Cross-references SEC EDGAR, Companies House, Bolagsverket, Crunchbase, GDELT news aggregation, and LinkedIn. Operated continuously in production since 2024. Every output traceable to its sources.

Editorial Board

Senior advisors

Senior M&A practitioners review OPERATÖR methodology and sample output quarterly. Positions open to the right profile — former boutique M&A partners or corporate development heads from the mid-market space.

The quality standard on every deliverable is not "AI output" or "junior analyst output." It is the standard a managing director at a boutique bank would accept on their own desk, because that is who reviews it before it leaves.

What firms ask before they try us.

How is quality controlled?

Every deliverable is reviewed line by line by the founder before it leaves the desk. Surprising claims are fact-checked. Weak rationale is cut. Data points with limited confidence are explicitly flagged in the document. The standard we hold is the standard a managing director at a boutique bank would accept on their own desk.

What happens to our brief and the outputs?

Briefs are encrypted at rest, processed in an EU-based environment, and not used to train any external AI model. We use Anthropic's API with zero-retention enabled. Deliverables are archived only for your reference and deleted on request. NDA signed per engagement if requested.

Do you have Pitchbook or Capital IQ?

We don't require our own license. We run on a cross-referenced source stack — SEC, Companies House, Bolagsverket, Crunchbase, GDELT news, LinkedIn enrichment — which catches gaps in Pitchbook's coverage of sub-$50M private companies, especially in Europe. If your firm has Pitchbook or Capital IQ, we integrate with your license on your brief.

Can you handle data-room-level sensitive information?

Not at this tier. OPERATÖR is built for the pre-engagement research phase — origination, pitch, buyer list, sector intelligence. For active data-room work on live deals, we recommend continuing with your existing workflow. We're developing an enterprise tier for this use case; ask us if you need it.

What if the first deliverable isn't good enough?

You get one round of revisions included. If after revisions you still don't find it useful, we'll refund the fee. We'd rather you try a different firm than have a bad deliverable on your desk. The goal is to build a relationship, not sell you one document.

Who actually does the work?

Our research pipeline — OPERATÖR OS — handles programmatic sourcing and first-draft structuring across SEC, Companies House, Bolagsverket, Crunchbase, news, and LinkedIn. The founder reviews and edits every deliverable before it leaves, line by line. No account managers in between, no offshore subcontractors. You deal with the editor directly.

How long is a retainer commitment?

Month-to-month. 30 days' notice to cancel. We don't believe in annual lock-ins at this stage. You keep us because you want to, not because you have to.

Can we see a sample on our own sector before buying?

Yes. For the first 10 firms we work with, we produce the first deliverable at zero cost — a buyer list or research memo on a sector you choose, delivered in 48 hours, no commitment after. Most firms convert to a retainer within 30 days of seeing the first output.

Start with one deliverable.

Send a brief. Get a finished document in 48 hours. If it doesn't land in your workflow, full refund. No demo. No onboarding. No annual contract.

First deliverable free First 10 firms only: your first buyer list or research memo at zero cost, delivered in 48 hours. No commitment after.
48-hour delivery Or we discount the next deliverable 25%. Automatic credit, no claim required.
No-questions refund If your first paid deliverable doesn't land in your workflow, full refund. No justification required.
Send a brief

Or reply with a sector and we'll send you a sample research memo on a public comparable company within 48 hours. No commitment.