agent m&a 00000💥


B2B consulting business profit opportunities AI agents market trends

Based on the below CB Insights AI agents report and your project knowledge, here are two strategic perspectives:

## 1) For B2B Consulting - Focus Areas by Profit Potential

**High Profit Opportunities (Order of Priority):**

The CB Insights data shows AI agent funding nearly tripled to $3.8B in 2024 with 162 deals. Your consulting opportunities, ranked by profit potential:

**AI Agent Infrastructure Specialization ($750K-$1.5M potential)**
The report identifies "crystallizing infrastructure stack" as a key trend. Based on your Circular strategy, focus on healthcare AI agent verification and compliance infrastructure. The EU AI Act mandates transparency by 2025 - massive immediate compliance need with limited competition.

**Vertical AI Agent Strategy ($400K-$900K potential)** 
CB Insights shows ~50% of AI agents still in "emerging/validating" phases for healthcare and financial services. Your blockchain + healthcare expertise positions you uniquely. Vertical AI agents will be "10x bigger than healthcare SaaS" according to the data.

**Enterprise Implementation Consulting ($200K-$500K potential)**
63% of organizations surveyed place "high importance" on AI agents for next 12 months. Key challenges are reliability/security (47%), implementation (41%), and talent (35%) - exactly what consultants solve.

**AI Agent Platform Partnerships ($150K-$400K potential)**
With full-stack AI agent development platforms being the largest infrastructure category, position yourself as the healthcare compliance specialist for multiple platforms rather than building your own.


2) For Circular's Healthcare Focus - Strategic SWOT

**Strengths:**
- Purpose-built for AI + healthcare + compliance intersection where highest-value opportunities exist
- 18-month first-mover advantage before Big Tech builds AI agent blockchain infrastructure  
- Healthcare's $102B AI market requiring transparency that only decentralized verification provides

**Weaknesses:**  
- Resource constraints vs Big Tech's massive distribution (OpenAI has 400M weekly users)
- Complex technology integration across AI, blockchain, and healthcare regulations
- Limited track record in emerging AI agent market

**Opportunities:**
- Healthcare AI agent market poised for broader deployment per CB Insights Commercial Maturity scores
- EU AI Act creating immediate compliance mandate with no existing infrastructure
- Industry specialization trend favoring deep healthcare expertise over horizontal solutions

**Threats:**
- Big Tech building centralized healthcare AI agent platforms (Microsoft's $3.05T valuation enables massive R&D)
- Risk-averse enterprises favoring established vendors (40% cite risk management as primary selection criterion)  
- AI agent standardization potentially favoring centralized approaches

**Critical Assessment:**
Your Circular strategy makes bold claims about a "$15.6B opportunity" but the CB Insights data shows current AI agent funding at $3.8B across all sectors. The healthcare AI agent market is still largely in "emerging" phase. While the blockchain + AI + healthcare convergence thesis has merit, the timeline for $2.5M revenue in 2025 appears optimistic given enterprise adoption cycles.

The logic behind focusing on healthcare compliance as a differentiation strategy is sound - Big Tech struggles with regulated industry requirements. However, the assumption that they "cannot" build this capability may underestimate their resources and acquisition potential.


Bottom line
Solid market positioning for B2B consulting focused on AI agent infrastructure, but revenue projections need recalibration based on actual market maturity data.



David

617-331-7852
David@DavidCutler.net
Growth Actions: www.DavidCutler.net 
Web3 Applied: www.TruthRefinery.com 
Circular Partners: www.CircularLabs.io
   

---------- Forwarded message ---------
From: Anand Sanwal <anand.sanwal@cbinsights.com>
Date: Thu, Sep 18, 2025, 6:39 PM
Subject: agent m&a 🔥
To: <dcutler@eatmedia.com>


Top 50 unicorns. 

$1B to materials development.

Early-stage deals.

September 18, 2025

Shopping spree

Hi there,

 

Here is this week's Hot or Not.

Hot: AI agent acquisitions

 

Workday just acquired Sana Labs, marking its third agent acquisition in the past month after snagging Paradox and Flowise AI.

 

The $1.1B deal underscores how legacy enterprise players are racing to buy their way into the agentic AI future.

According to CB Insights' proprietary M&A probability and Mosaic health data, several high-scoring AI agent startups are the next prime acquisition targets: 

  • Dust
  • Kore AI
  • Aisera
  • Lyzr
  • Hercules

Check out CB Insights' AI agent market map to get a full outlook on AI agents' progress, limitations, and future directions.

 

Not: Unicorn diversity

 

The United States and China dominate the global unicorn landscape, representing 86% of the top 50 private companies.

The US leads with 35 companies (70%), while China has 8 companies (16%), showing how concentrated tech innovation and capital remains within these two tech regions. 

 

The remaining 6 countries — Australia, France, Germany, Singapore, Sweden and the UK — each have only 1-2 representing startups.

 

Learn more about how AI, geographic concentration, and secondary markets are shaping the private market in our analysis of the world's 50 most valuable private companies.

 

Hot: Materials development

 

Materials development platforms — which help create new materials for products like batteries and computer chips — raised over $1B last year. 

 

We identified the leading startups driving momentum in the material development platforms market, including: 

  • Radical AI — combines AI, quantum mechanics, and automated chemical characterization into a single platform
  • Uncountable — offers a complete platform that handles experimental data collection, management, and visualization
  • Quemix — develops quantum algorithms and molecular simulation capabilities through its cloud platform

See CB Insights' full Mosaic analysis of which materials development platforms are positioned to lead this $1B+ market expansion.

Not: Early-stage deal activity

 

The venture market's post-ZIRP hangover is getting worse.


Quarterly early-stage deal activity in 2025 so far has returned to 2019 levels.

See where activity is concentrating today, from aerospace to blockchain, in our recent Early-Stage Trends Report.

 

The +1

image4-Sep-18-2025-05-11-54-7028-PM

Source: u/danaday1309 via Reddit

 

The height of fame. Taylor Swift is almost 2x taller then Nicki Minaj.

 

 

I love you.

 

Anand

@asanwal 

Co-Founder & Exec Chair

 

P.S. Want in-depth data on industrial AI agents and copilots? Check out our Book of Scouting Reports here.

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