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Questions about a deal? Want a second opinion on pricing, risk, or market positioning? We'll help you pressure-test the numbers before you commit time, capital, or an LOI.
Have a deal you're evaluating? Send it over — we'll review and point out pricing gaps, risks, and key considerations.
steven.morello@nextax.ai
Response within 24 hours
Ask questions in real-time while reviewing a deal.
Available directly inside the platform
AI-assisted + human follow-up when needed
Book a strategy session
30-minute consultation
Share a deal, question, or use case — we'll respond with insights, not just answers.
Built by operators with institutional underwriting experience — for the buyers who actually have to live with the deal.
Steven Morello
Former Big 4 (EY) & Private Equity (Morgan Stanley)
Focused on helping buyers make better acquisition decisions through structured underwriting and market intelligence.
If you're looking at deals — this is built for you.
For active deals, priority responses available.
Quick answers to common questions about deal evaluation and how the platform works.
Built on structured frameworks used in Big 4 and private equity deal reviews, combined with live and historical transaction data. Outputs are designed to support decision-making — not replace diligence.
Yes — that's the primary use case. Most users run deals through the platform before engaging brokers or starting formal diligence.
Yes — you can submit deals through this page or the platform for additional review and feedback.
Absolutely. We use bank-level encryption, maintain SOC 2 compliance, and follow strict data privacy protocols. Your information is never shared with third parties.
Yes. While the platform handles most evaluation work automatically, you always have access to direct review and strategic feedback for complex deals.