Regalis Capital, a boutique buy-side M&A advisory firm based in Amherst, New York, has introduced a deeper layer of automation to its financial analysis process, pairing proprietary AI tools with CPA-level diligence. The firm’s system absorbs core documents such as CIMs, P&Ls, and balance sheets, then flags items that merit human review. It enables the deal team to move faster from early screening to bank-ready underwriting and structuring.
The approach mirrors how the company already runs “AI Automated Deal Flow” to generate and qualify opportunities, while its analysts complete the detailed modeling, LOI drafting, and lender packaging that follow.
The workflow is designed to shorten time‑to‑decision for both buyers and sellers. Regalis Capital Review process begins with a personalized buyer profile. AI then expands the pipeline across on‑market and off‑market channels. A finance team conducts diligence and negotiation and the firm packages deals for lenders and walks clients through to closing. By integrating automation up front and rigorous financial review immediately after, the firm reduces rework and surfaces bankable structures earlier in the timeline.
Regalis Capital emphasizes that its service is done‑for‑you rather than course‑based, handling the heavy lifting from sourcing to financing so clients can focus on selecting the right business. The company states it serves U.S. citizens seeking to acquire cash‑flowing businesses and works with professionals, entrepreneurs, business owners, private equity groups, and family offices.
Public materials describe the team’s experience across investment banking, private equity, and Big Four consulting. Alongside, it has claims of more than 200 USD million in completed deals and over 500 USD million raised to date.
On the execution side, the firm outlines typical mandate parameters and timelines that place financial analysis at the center. Regalis Capital notes an average of 90 days from accepted offer to under contract as it runs diligence and lender underwriting in parallel, highlighting the importance of early, accurate financial vetting to keep momentum.
Recent updates on the company’s site underscore the breadth of activity, including a page of anonymized client outcomes and an overview of capital raised and transactions handled. The same section notes a September 2025 refresh. It reiterates the firm’s message that it sells execution rather than education, reinforcing why it has invested in AI to triage data quickly while maintaining robust, human‑led analysis before LOIs and term sheets are finalized.
The firm lists its Amherst address in site materials and positions itself as a single partner for sourcing, vetting, negotiating, and closing, with financial analysis, both automated and CPA‑level, threaded through each stage.
To learn more about Regalis Capital visit: https://regaliscapital.com/.
About Regalis Capital
Regalis Capital is a buy‑side M&A advisory that helps U.S. buyers find, analyze, finance, and acquire cash‑flowing small businesses through a done‑for‑you service model that blends AI‑assisted sourcing with hands‑on financial diligence. The firm reports activity totaling more than 200 USD million in transactions and 500 USD million in capital raised across mandates nationwide.
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Media Contact
Regalis Capital
4498 Main St, Ste 4 #5408, Amherst, NY 14226
Website URL: https://regaliscapital.com/
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