Tannto identifies relevant companies and owners, conducts approved outreach under your firm's name, qualifies responses and arranges introductions where there is a credible advisory need.
Most instructions come through partners’ contacts and referrals from accountants and lawyers. That flow is uneven and difficult to increase when activity slows.
Mandate Origination gives boutique M&A, corporate-finance, debt and restructuring advisers systematic coverage of relevant owners before adviser selection is settled. Tannto provides the market research and qualification capacity; the adviser brings the judgement, credentials and advice that secure the instruction.
The engagement is developed through working calls covering the target owner and company market, relevant advisory situations, supporting evidence, exclusions and conflicts, approval rules and the threshold for introduction.
Tannto configures custom AI and software to identify signals relevant to the brief, then researches and prioritises the companies and owners those signals point to.
Signals can include shareholder age without an appointed successor, long-standing leadership, a share reorganisation, changes to the holding structure, financing events, senior finance appointments and consolidation in the company’s sector.
Reporting covers the market examined, material exclusions, companies researched and prioritised, approved approaches, owner responses, qualified introductions, re-approach dates and suppressions.