Track new private M&A deals in your target market

Finds newly announced private acquisitions matching your criteria and adds them to a running deal tracker.

How the work actually flows

It branches. Exactly one path is taken; runs once per each acquisition found.

Pattern: Multiple Instances without Synchronization (12) · Exclusive Choice (4)

flowchart TD trig(["scheduled deal search"]):::trigtime s0[["find matching acquisitions"]]:::mi s1["pull deal details and contacts"]:::task s2[("update tracking spreadsheet")]:::store trig --> s0 s0 --> s1 gx{"× is deal already tracked"}:::gate s1 --> gx p00["mark as new"]:::task gx -->|"new deal"| p00 p10["discard duplicate"]:::task gx -->|"duplicate deal"| p10 jn{"○ merge new deals"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"tracker updated with new deals"/]:::out pay{{"continuous deal monitoring without manual checks"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Starter

A small build with a couple of connected tools.

Business functions
CRM & Sales PipelineReporting & AnalyticsResearch & Market Intelligence
Connects
Google Sheets

The problem it solves

Keeping tabs on private M&A activity in your space means scanning news and filings constantly, then manually checking each deal against ones you've already logged.

Who it fits

Corporate development or M&A teams tracking acquisition activity in a sector.

How it works

  1. Runs on a scheduled search for new deal announcements
  2. Finds acquisitions matching your criteria
  3. Pulls deal size, employee count, and the strategic driver behind it
  4. Identifies key contacts where available
  5. Checks against existing entries and appends only new deals to your tracking sheet
What you get

New deals appearing in your tracker automatically

You get new acquisitions in your target market added to your tracker as soon as they're announced, with size and contacts noted.

What you get

An updated deal tracking spreadsheet with new acquisitions, deal details, and key contacts, with duplicates removed.

What you need

A Google Workspace account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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