Mavros Intelligence Platform
Good morning,
here's your briefing
here's your briefing
2 Buy/Sell Matches Detected
Review in M&A Match Center
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Firm Overview
Advisory
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Active clients ›
Capital Raises
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Active raises ›
M&A Mandates
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View mandates ›
Database
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Contact profiles ›
Markets
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View pulse ›
Quick Actions
Recent Activity
Key Contacts
FM
Fernando Castillo-Méndez
Castillo Capital Ventures
IF
Isabelle Fontaine-Moreau
Fontaine Capital Partners
RM
Ricardo Montoya-Herrera
Montoya Private Capital
Mavros Family Office · Advisory
Advisory Clients
Ongoing client relationships — engagement notes, work logs, deliverable history, and AI-summarized email threads per client.
Total Clients
11
All engagement types
Active Retainers
7
Ongoing
Pending Actions
14
Across all clients
Revenue (MTD)
$—
Retainer + project
Advisory · Retainers
Active Retainers
Ongoing advisory engagements with monthly retainer agreements.
Monthly Retainer
$45K
Active Clients
3
Avg Retainer
$15K
Annual Run Rate
$540K
Advisory · Log
Activity Log
All interactions, meetings, calls, and emails logged across advisory clients.
Advisory · Email
Email Intelligence
Outgoing and incoming email threads summarized and linked to advisory clients.
Gmail MCP is connected. Email auto-logging activates when Supabase backend is connected. Manual entries available now via the Activity Log.
Recent Threads — Manually Tracked
✉
Re: Q2 Strategy Review — Dubois Family Office
Alexandre replied to the quarterly review agenda. Confirmed Jun 1 meeting. 2 attachments.
May 18, 2026
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IOI Submission — Helios Health · Marchetti Capital
Elena submitted Marchetti's IOI at $138M. NDA executed. Moving to management presentation stage.
May 16, 2026
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Macro Brief Q2 2026 — Grupo Vargas
Sent quarterly macro outlook and sector positioning brief to Sebastián. Read confirmation received.
May 14, 2026
Advisory · Reports
Client Reports
Generate and export client-facing advisory summaries and performance reports.
Quarterly Advisory SummaryTemplate
CoversDeal activity, market context, next steps
OutputPDF · Branded · Client-ready
Deal Process UpdateTemplate
CoversStage progress, buyer pipeline, next milestones
OutputPDF · Deal-specific · White-labeled
Report generation with live deal data requires Supabase connection. Templates are available — connect Claude API in Settings to enable AI-drafted narratives.
Mavros Global Advisory · Capital Markets
Capital Raise Projects
Upload a deck or mandate to auto-build the project profile and trigger Perplexity AI research on all associated parties.
Active Raises
4
Aggregate Target
$185M
Across all projects
Prospects Matched
64
From database
Outreach Active
18
In queue
Capital Raise · Active
In Progress
Live capital raises in active prospect outreach.
Capital Raise · Prospects
Prospect Pipeline
Matched investors across all active raises ranked by fit score.
Total Prospects
40
Interested
10
In Review
15
Passed
15
FC
Fernando Castillo-Méndez
Castillo Capital Ventures · Bogotá
Interested
Stratos · Fit: 92%
WP
William Park
Atlas Growth Partners · New York
Reviewing
Lumino · Fit: 78%
RM
Ricardo Montoya-Herrera
Montoya Private Capital · Mexico City
Reviewing
Stratos · Fit: 71%
IF
Isabelle Fontaine-Moreau
Fontaine Capital Partners · Miami
Passed
Lumino · Fit: 44%
Capital Raise · Outreach
Outreach Tracker
Email outreach status, follow-up queues, and response tracking per raise.
Sent
28
Opened
19
Responded
10
Follow-Up Due
4
Follow-Up Queue4 due
⏰
Fernando Castillo-Méndez — Stratos exec summary
Promised exec summary on May 10 call. 8 days overdue. Send today.
Due: May 10 · Overdue
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William Park — Lumino one-pager follow-up
Sent one-pager May 8. No response. Follow up with LP fit analysis.
Due: May 15 · 3 days overdue
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Ricardo Montoya-Herrera — Stratos deck follow-up
Deck sent May 12. Schedule follow-up call for this week.
Due: May 22
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Isabelle Fontaine-Moreau — Lumino intro request
Requested intro to her LP base for Lumino. Confirm interest level.
Due: May 25
Capital Raise · AI
Perplexity Research
🔬
AI research hub
Perplexity researches every company, founder, and investor tied to your raises. Flags appear automatically.
Mavros Global Advisory · M&A
M&A Mandates
Buy-side and sell-side mandates with stage tracking, documentation vault, and automatic cross-mandate matching.
Total
6
Buy-Side
3
Sell-Side
3
Match Alerts
2
Buy/sell overlap
Docs in Vault
24
M&A · Buy-Side
Buy-Side Mandates
Active acquisition searches and buy-side advisory engagements.
M&A · Sell-Side
Sell-Side Mandates
Active sale processes and sell-side advisory engagements.
M&A · Intelligence
Match Center
Internal algorithm continuously cross-matches buy and sell criteria. No API calls — runs entirely within the platform.
2 high-confidence matches found. Review criteria overlap and initiate introduction if appropriate.
Match #1 — 87% Confidence
Enterprise SaaS Opportunity
Vantage Capital Group buy-side criteria aligns with Apex SaaS Solutions sell-side engagement
Buy-Side — Vantage Capital Group
CriteriaSaaS, ARR $10M+, B2B
EV Range$80M–$250M
GeographyUS + Canada
Sell-Side — Apex SaaS Solutions
Revenue$18M ARR · growing 28% YoY
EV Ask$120M
GeographyUS (—)
Matched on: Sector · Revenue band · Geography · Stage
M&A
Document Vault
📂
Upload Documents to Mandate Vault
NDAs · CIMs · LOIs · Financial Models · Due Diligence Reports
| Document | Mandate | Type | Uploaded |
|---|---|---|---|
| HeliosHealth_CIM_v3.pdf | Helios Health Systems | CIM | May 8 |
| VantageCapital_Mandate_Signed.pdf | Vantage Capital Group | Mandate | Apr 22 |
| HeliosHealth_Financial_Model.xlsx | Helios Health Systems | Model | May 2 |
Mavros Private Capital
Deals
Flexible deal tracking. Structure new concepts with the Deal Ideator, which surfaces likely participants from your database.
Total Deals
8
In Progress
5
Closed
3
Total Value
$—M
Deals · Active
In Progress
All active deals with stage tracking and participant status.
Deals · Closed
Completed Transactions
Closed deals with realized returns and performance metrics.
Deals · AI Tool
Deal Ideator
Set deal parameters and surface the most likely participants from your database, ranked by investment appetite and fit.
Fill in the parameters below. The platform will rank your database by investment appetite, sector fit, geography, and ticket size alignment.
Deal Parameters
Match Results
🎯Matched participants ranked by fit score appear here
Mavros Intelligence · Database
Database Intel
Full biographical and intelligence profiles — business history, net worth, family mapping, investment history, deep-dive briefs, disclosure flags.
Total Contacts
230+
Allocators
145
Fundraisers
52
Service Providers
33
Database Intel
Database · Allocators
Capital Allocators
Family offices, institutional investors, and HNW capital allocators.
Database · Fundraisers
Fundraisers
Placement agents, fundraising professionals, and capital formation partners.
Database · Providers
Service Providers
Legal, accounting, consulting, and professional service firms.
Database Intel · Mobile Capture
Card Scanner
Auto-captures when a business card fills the frame.
📇
Ready to Scan
Hold a business card within the frame — auto-captures when detected
Advisory · 11 Clients
Advisory Clients
Tap any client for full profile
Capital Raise · $185M Aggregate
Active Raises
ActiveSeries B
Stratos Software
Enterprise SaaS · B2B
$35M
Target Raise
Prospects22 matched
LeadJames Whitfield (CEO)
PerplexityClean — no flags
ActiveSeed
Lumino Energy
CleanTech · Energy Storage
$12M
Target Raise
Prospects18 matched
LeadSarah Chen (CTO)
PerplexityScanning...
M&A · 6 Mandates
Deal Pipeline
2 Buy/Sell Matches
Tap to review in Match Center
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Buy-Side
Buy-SideScreening
Vantage Capital Group
Enterprise Software · $80M–$250M EV
Stage3 of 9 — Screening
TargetSaaS · ARR $10M+ · B2B
Sell-Side
Sell-SideIOI Stage
Helios Health Systems
Healthcare Technology · $22M ARR
Stage4 of 10 — IOI
Ask Price$130M – $150M
Buyers6 in CIM stage
Deals · 8 Active
Deal Flow
Database Intel · 230+ Profiles
Contact Intelligence
Mavros Intelligence · Global Markets
Market Pulse
Real-time context for deal valuation, capital market windows, and investor sentiment. Data via Finnhub API — 15-min delay outside market hours.
Live
S&P 500
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NASDAQ
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Russell 2000
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10Y Treasury
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WTI Crude
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Gold
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HY Credit (HYG)
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DXY (USD)
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Deal Environment Score
68
Constructive
Composite of rates, credit, equity & sentiment
Distressed (0)Neutral (50)Euphoric (100)
VIX Proxy
18.4
▼ Low Volatility
Deal Window by Type
PE / LBO
Caution
Elevated rates compress LBO returns. Debt costs 7–9%. Sponsor discipline high.
→ M&A
Strategic M&A
Open
Balance-sheet buyers active. Cross-border flow elevated. 22% YoY deal volume growth.
→ M&A
Growth Equity
Open
NASDAQ recovery supports tech valuations. AI sector commanding premium multiples.
→ Capital
Real Assets
Watch
Rate sensitivity high. Industrial & infra resilient. Office/retail stress ongoing.
Deal-by-deal
Sector Activity Heat Map
AI / Tech
97
🔥 Very Hot
Healthcare
84
🔥 Hot
Industrial
71
↑ Active
Consumer
63
↑ Active
Financial Svcs
55
→ Neutral
Energy
52
→ Neutral
Real Estate
31
↓ Slow
Retail
24
↓ Slow
Activity score 0–100 · Based on announced deal volume, PE deployment, and strategic buyer activity · Updated weekly
US Equity Markets
Index
S&P 500
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Large-cap benchmark · M&A multiple reference
Index
NASDAQ Composite
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Tech & growth · IPO window indicator
Index
Russell 2000
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Small/mid-cap · Lower-middle market M&A
Index
Dow Jones
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Blue-chip industrial indicator
Global Context
UK
FTSE 100
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Cross-border deal counterparties
Germany
DAX
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European strategic buyers
Japan
Nikkei 225
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Asia-Pacific strategic buyers
Canada
TSX Composite
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North American deal peers
Currency Pairs
Forex
USD/CAD
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North America cross-border pricing
Forex
EUR/USD
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European buyer/seller pricing
Forex
GBP/USD
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UK deal counterparty FX exposure
Macro
DXY (USD Index)
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Dollar strength — affects all cross-border deals
Prices via Finnhub API. ETF proxies used for indices where direct feed unavailable (SPY=S&P 500, QQQ=NASDAQ, IWM=Russell 2000, DIA=Dow, EWU=FTSE, EWG=DAX, EWJ=Nikkei, EWC=TSX). 15-minute delay outside US market hours. Not intended for trading purposes.
Intelligence · Fixed Income
Rates & Credit
The macro environment that determines deal financing costs, LBO leverage availability, and PE deployment appetite. The most watched metrics in private capital markets.
Live
Key Rates
Fed Funds Rate (Target)
4.25–4.50%
Current FOMC target range. Directly sets floor for all deal financing costs. Watch for cut/hike cycles — each 25bps move shifts PE IRR thresholds.
10-Year Treasury Yield
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Risk-free rate for DCF models. Rising 10Y compresses deal multiples and WACC. The most-watched single number in M&A valuation.
2-Year Treasury Yield
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Most sensitive to Fed rate expectations. Watch 2s10s spread for yield curve inversion — historically precedes M&A slowdowns by 12–18 months.
2s10s Spread
Calculating…
The single most-watched recession indicator. Positive = normal. Negative (inverted) = warning. Each basis point matters for LBO underwriting.
US Treasury Yield Curve (Approximate)
4.25%
1M
4.20%
3M
4.10%
6M
4.05%
2Y
4.15%
5Y
4.28%
10Y
4.48%
30Y
Approximate current shape — update via Rates view. Normal upward slope = healthy credit environment for deal financing.
Credit Market Conditions
HY Credit (HYG ETF)
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High yield bond proxy. When HYG falls sharply, HY spreads are blowing out — leveraged buyout financing gets expensive or unavailable.
IG Credit (LQD ETF)
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Investment grade proxy. Tightening IG spreads = credit markets healthy, deal financing accessible. Watch divergence from HYG for bifurcation.
Deal implication: When 10Y yields are elevated and HY spreads are wide simultaneously, LBO financing costs spike. PE buyers lower bid multiples. Strategic buyers (with balance-sheet cash) gain relative advantage in competitive processes.
Intelligence · Commodities
Energy, Metals & Grains
Commodity prices as deal context — for energy sector M&A, industrial company valuations, inflationary environment, and supply chain risk in portfolio companies.
Live
Energy
Energy
WTI Crude Oil (USO)
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US benchmark crude · Energy sector M&A driver
Energy
Natural Gas (UNG)
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Henry Hub proxy · Utility and industrial COGS
Metals
Precious Metal
Gold (GLD)
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Risk-off indicator · Macro uncertainty signal
Industrial Metal
Copper (CPER)
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Economic cycle leader · "Dr. Copper" industrial demand
Precious Metal
Silver (SLV)
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Industrial + precious dual demand
Agriculture
Grain
Agriculture Index (DBA)
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Corn/Wheat/Soy/Sugar basket · Agri-business M&A
All commodity prices via ETF proxies (Finnhub API). ETFs track spot prices with minor basis. Intended for deal context and sector analysis, not commodity trading.
Intelligence · Market Intelligence
Deal Intel Feed
Financial news classified by deal relevance — M&A activity, capital markets conditions, regulatory developments, geopolitical signals, and sector moves. Filtered from market noise.
Refreshing
Fetching latest financial intelligence…
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Capital Markets
Live
Fed Signals Cautious Approach to Rate Cuts Amid Persistent Inflation Data
FOMC minutes indicate members remain divided on timing of next rate cut. Current 4.25–4.50% target range unchanged. Elevated rates continue to pressure LBO deal economics across private equity.
▼ Negative for leveraged deal financing
M&A Activity
Today
US M&A Volume Up 22% YoY in Q1 2026 — Technology and Healthcare Lead
Deloitte data shows deal activity accelerating as strategic buyers move faster than financial sponsors in current rate environment. Cross-border activity from European acquirers remains elevated despite dollar strength.
▲ Favorable sell-side environment
Regulatory
This Week
DOJ Antitrust Division Updates Merger Guidelines — Vertical Integration Scrutiny Tightened
New enforcement posture increases review timelines for deals above $100M in concentrated sectors. Technology and healthcare transactions face elevated second-request probability. CFIUS jurisdiction expanding into AI infrastructure.
▼ Extended timelines for select sectors
Geopolitical
This Week
US Trade Policy Shift Accelerates Cross-Border Deal Repricing — Canada and UK Most Affected
Tariff posture creates uncertainty for cross-border deals with North American targets. Canadian acquirers face heightened CFIUS review probability. UK deal flow to US remains active on currency advantage despite political uncertainty.
◆ Mixed — monitor deal-by-deal
Sector Signal
This Week
AI Infrastructure M&A Wave Continues — Data Centers, GPU Supply Chains See Consolidation
Strategic acquirers racing to secure compute infrastructure. PE firms facing competition from hyperscalers with balance-sheet advantages. Valuations elevated relative to EBITDA; revenue multiples dominant in AI-adjacent deals.
▲ Active sector for deal sourcing
Capital Markets
This Month
Private Credit Market Reaches $1.7 Trillion AUM — Displacing Traditional Bank Financing in Mid-Market
Direct lending funds continue gaining share from bank syndicated loans for deals $50M–$500M. Covenants lighter, execution faster. Competing with traditional bank financing in all-sponsor deals. Spreads tightening from 2023 highs.
▲ Positive for middle-market M&A liquidity
Intelligence · Geopolitical Risk
Geopolitical Exposure Map
Interactive world map showing country-level investment climate risk. Click any country for deal implications, administration details, and sanction status. Updated quarterly.
Q2 2026
Global Investment Climate Risk — Interactive
Low Risk
Moderate
Elevated
High / Sanctioned
No Data
Current Administrations & Investment Climate
| Country | Head of Government | Party / Ideology | Investment Stance | Key Deal Implications | Next Election |
|---|---|---|---|---|---|
| 🇺🇸 United States | Donald Trump President |
Republican · Economic nationalist | Pro-FDI (Conditional) | Tariff-first trade policy. CFIUS expanding scope. Tax cuts favorable for deals. Deregulation across energy, finance. Scrutiny on Chinese-linked acquirers. | Nov 2028 |
| 🇨🇦 Canada | Mark Carney Prime Minister |
Liberal · Centrist-progressive | Pro-FDI | Open to cross-border investment. Canada-US trade tensions elevated from tariffs. Critical minerals sector receiving policy priority. | Apr 2029 |
| 🇬🇧 United Kingdom | Keir Starmer Prime Minister |
Labour · Centre-left | Pro-FDI | Active in US deal flow. GBP competitive for US acquirers. Labour increasing worker protections — relevant in PE acquisitions. | Jan 2029 |
| 🇩🇪 Germany | Friedrich Merz Chancellor |
CDU/CSU · Centre-right | Pro-Business | Fiscal expansion underway. German industrials remain attractive targets. EUR stability positive for cross-border deal pricing. | Sep 2029 |
| 🇯🇵 Japan | Sanae Takaichi Prime Minister |
LDP · Centre-right | Pro-FDI | Corporate governance reforms driving outbound M&A. Japanese strategics active US acquirers in technology and healthcare. | Oct 2026 |
| 🇨🇳 China | Xi Jinping General Secretary |
CCP · State-directed | CFIUS Scrutiny ⚠ | Chinese acquirers face near-automatic CFIUS review for US targets. Technology, infrastructure, agriculture sectors effectively blocked. | No elections |
| 🇮🇳 India | Narendra Modi Prime Minister |
BJP · Centre-right nationalist | Selective FDI | India-US deals growing rapidly. Technology and manufacturing sectors open. Favorable bilateral trade posture with US under current administration. | May 2029 |
Political risk data maintained quarterly. Country risk ratings sourced from Coface Country Risk Assessments, World Bank Governance Indicators, and US State Department. Click any country on the map for deal-specific context. Map tiles © CartoDB · © OpenStreetMap contributors.
Intelligence · Compliance Reference
Sanctions & CFIUS Reference
Standing reference for OFAC sanctions regimes, CFIUS-sensitive sectors, and export control frameworks relevant to cross-border M&A and capital raises. Updated from public Treasury and DOJ sources.
May 2026
OFAC Source ↗
Active OFAC Sanctions Programs
🇷🇺
Russia — Comprehensive Sanctions
Full blocking sanctions on Russian financial system, energy exports, defense sector. SDN list includes 1,000+ Russian entities. US persons broadly prohibited from most Russia-related transactions.
🇮🇷
Iran — Comprehensive Sanctions
Near-total embargo on Iran. Secondary sanctions apply to non-US persons facilitating prohibited transactions. Energy, financial, military sectors fully blocked. JCPOA status unresolved.
🇰🇵
North Korea — Comprehensive Sanctions
Total asset freeze and prohibition on virtually all transactions. UN Security Council resolutions also apply. Any DPRK-linked entities in deal parties triggers automatic disqualification.
🇨🇺
Cuba — Embargo
Long-standing US embargo. Cuban-linked transactions require OFAC license. Limited exceptions for humanitarian, agricultural, and authorized financial institutions.
🇸🇾
Syria — Comprehensive Sanctions
Comprehensive sanctions on Syrian government and associated entities. Post-Assad transition creating evolving status — monitor Treasury guidance for emerging exemptions.
CFIUS-Sensitive Sectors
The Committee on Foreign Investment in the United States (CFIUS) reviews foreign acquisitions of US businesses for national security implications. Mandatory filing required for:
⚠
TID US Business (Mandatory Filing)
Technology (critical/emerging), Infrastructure (critical), Data (sensitive personal data of US persons). Any foreign acquirer, any ownership percentage.
🔒
Specified Industries (Mandatory)
Defense contractors, semiconductor manufacturing, critical minerals, AI infrastructure, advanced biotechnology, quantum computing — ANY foreign investment.
👁
Voluntary but Scrutinized
Healthcare data, financial infrastructure, telecommunications, energy infrastructure, ports, airports. Chinese and Russian acquirers face near-certain review regardless of sector.
ℹ
Key Timing Note
CFIUS review adds 30–45 days minimum (investigation phase). Mitigation agreements can extend timelines 6+ months. Factor into deal timelines and MAE clause drafting.
Export Control Regimes
EAR (BIS)Commerce Dept controls on dual-use technologies. Entity List includes 2,000+ Chinese, Russian, and Iranian companies — due diligence required on all counterparty relationships.
ITAR (DDTC)Defense articles and services. Foreign-person access triggers licensing — critical for aerospace, defense, and dual-use manufacturing M&A.
SDN ListOFAC's Specially Designated Nationals list. Party screening against SDN is required for every deal counterparty, investor, and key executive. No exceptions.
Intelligence · Global Markets
Market Pulse
Index
S&P 500
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Index
NASDAQ
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Energy
WTI Oil
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Metal
Gold
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