Lombard Global expects 70% deal flow boost from Maywood AI partnership

Lombard Global says Maywood’s Maverick AI will help the Texas investment bank match technology sellers with the most relevant buyers and targets, and expects deal flow to rise 70% over the next 12 months. The partnership is aimed at expanding business development across sell-side and buy-side technology M&A.

Why it matters: - Lombard Global’s use of proactive AI could speed up how technology deals get sourced, matched and advanced. - Better buyer and target matching can improve outcomes for founders, acquirers and bankers in fragmented tech markets. - The partnership may help a boutique bank maintain relationships and coverage that are difficult to sustain manually.

What happened: - Lombard Global, an Austin-based investment bank focused on technology M&A since 2004, said it expects a 70% increase in deal flow over 12 months after deploying Maywood’s Maverick AI across business development. - Lombard Global and Maywood announced an ongoing partnership to expand Maverick’s use across sell-side and buy-side business development. - The arrangement combines Lombard Global’s sector research and deal tracking with Maywood’s relationship intelligence. - Maywood’s Maverick is a proactive AI agent built for finance and designed to run 24/7. - More information is available at Maywood and Lombard Global.

The details: - For founders, Lombard Global says the bank can identify buyers most likely to value a business before a sale process starts. - For acquirers, Lombard Global says it can surface targets early and understand each buyer’s strategy. - The bank said its coverage includes tech consulting partners in the Databricks, SAP, Snowflake and Google Cloud ecosystems, plus B2B SaaS, healthcare IT and AI infrastructure. - Lombard Global said these markets are fragmented and largely private, which makes them harder to track in real time. - Maywood’s Maverick helps open doors with relevant acquirers, corporate development teams, finance leaders and founders. - Maverick also points bankers to the colleague or outside contact best suited for a specific prospect question. - Lombard Global said Maverick watches its sectors and inbox around the clock and prompts bankers when a timely outreach opportunity appears. - Lombard’s power users acted on more than 40 surfaced actions in a single day. - Bill Billeaud, CEO and Managing Partner of Lombard Global, said the best outcomes come from reaching the right counterparty, whether the firm represents a seller or a buyer. - Kent Goodman, chief operating officer of Maywood, said the company studied how more than 750 managing directors originate business and found timing is decisive.

Between the lines: - The deal is less about generic automation and more about matching bankers to the right relationship at the right moment. - Lombard Global is positioning AI as a way to extend a boutique bank’s reach without losing sector specificity. - The partnership reflects a broader push in finance to use AI for origination, not just analytics or back-office work.

What's next: - Lombard Global said it will broaden Maverick use across more of its business development workflow. - The firms are expected to continue expanding the partnership as they apply Maverick to additional sell-side and buy-side opportunities. - Maywood will continue marketing Maverick as a finance-compliant proactive AI tool for managing directors and partners.

The bottom line: - Lombard Global is betting that proactive AI can turn better market timing and relationship intelligence into more technology M&A deals.