For M&A advisory firms
Your firm's memory, not just your contacts.
Dialllog gives M&A advisory teams a searchable record of every relationship, mandate, buyer conversation, and decision, so the firm keeps its edge when people move on.
Working on it
Three angles to lead with: a recent comparable exit, direct ties to most likely buyers, and prior contact with Halcyon's chair.
The problem
When a senior banker leaves, the firm forgets
M&A advisory runs on relationships and judgement that usually live in a few senior heads. When a banker leaves, the context behind every mandate and buyer relationship can leave with them.
Dialllog captures that context as it happens, so the firm remembers who was spoken to, what was promised, and why a deal moved or stalled. The relationship graph is the start; firm memory is the product.
What you get
Built for M&A advisory firms
Mandate and buyer memory
Every mandate, buyer conversation, and decision searchable across the firm.
Relationship intelligence
Warm paths to buyers and acquirers, scored from real interactions.
Clean banker handover
See which relationships go cold if someone leaves, and hand them over with context.
Ask the firm
Answer questions across the firm's full origination history in plain language.
Mandate pipeline
Sell-side and buy-side pipelines that show every buyer's status at a glance.
AI notetaker
Every buyer call and management meeting captured and attached to the mandate.
See what goes cold before it does
When a banker leaves, Dialllog shows which relationships have no second point of contact, with the context to hand them over cleanly. The firm keeps the relationship, not just the name.
James Henderson is leaving
Last day: 30 June · 14 relationships at risk
9
No coverage
5
Partial coverage
0
Covered
Marcus Reid
Head of M&A · Evercore Partners
Sole point of contact. Active on Halcyon mandate. No second coverage.
Sarah Okafor
Principal · Permira Advisers
No other team member has met Sarah. Introduced via personal network.
Tom Gallagher
Director · Rothschild & Co
Alex C. has met once. Relationship primarily held by James.
Showing 3 of 14 at-risk relationships. Export handover brief →
Ask Dialllog
What a M&A advisory firm team can put to the firm's own record.
- Which buyers looked at this company before?
- Which sponsor has the warmest relationship with us?
- Why did we pass on this asset last time?
- Who owns the relationship with this corporate development team?
Frequently asked questions
What does Dialllog do for an M&A advisory firm?
Dialllog gives the firm a searchable memory of every relationship, mandate, buyer conversation, and decision, with relationship intelligence to find warm paths to buyers. It is built so the firm retains knowledge when senior people move on.
How is Dialllog different from a contact database?
A contact database records who exists. Dialllog records what was said, decided, and promised across every mandate, and makes it searchable, so the firm has institutional memory, not just a list of names.
Does Dialllog replace Affinity for an M&A boutique?
For many boutiques, yes. Dialllog provides the relationship intelligence Affinity is known for and adds firm memory across notes, emails, and decisions. See our Dialllog vs Affinity comparison for the honest trade-offs.
How long does Dialllog take to roll out?
Dialllog is designed to be live in days to weeks. It is opinionated about the M&A workflow, which removes much of the configuration burden of a bespoke platform.
See what your firm already knows.
In 20 minutes, we can map where your deal context sits today and show how Dialllog would turn it into firm memory.