Deal Support & Technology Episodes
Episodes about the people, services and tools that help advisors do more deals without losing quality. Topics include outsourcing deal preparation and analysis, building and using deal teams, AI and automation in M&A, and software and data platforms for CIMs, models, valuations and buyer outreach. Each episode looks at what an advisor should keep for themselves and what is safe to hand off. The goal is to help intermediaries add capacity, work faster and protect client trust.
31
Oct. 28, 2026
Scaling Your Deal Capacity Without Losing Quality
When deal work piles up faster than your team can handle it, what is the smartest way to add capacity without losing quality or your client’s trust? David talks with Sailesh Sridhar and Lakshmikant “LK” Sharma, co-founders of Yajur Knowledge Solutions, about what advisors should always keep, what is safe to hand off, and why trust is still the most important word in M&A. Summary It’s Friday afternoon. You just won the listing, your client wants to go to market in three weeks, you have four...
Guests: Sailesh Sridhar , Lakshmikant Sharma