Roundtable Discussions - AI in M&A

Strategic and Balanced - AI in M&A: Redefining the Deal Process
This roundtable brings together leading dealmakers to explore how artificial intelligence is transforming the M&A landscape. Participants will discuss how AI is being applied to deal sourcing, due diligence, valuation, and integration—along with the strategic, legal, and ethical considerations shaping its adoption across the deal ecosystem.

Forward-Looking and Dynamic - The AI Advantage: How Technology Is Changing M&A Strategy and Execution
From accelerating due diligence to enhancing predictive insights, AI is reshaping every stage of the M&A process. This conversation brings together lawyers, private equity professionals, and investment bankers to examine real-world applications, evolving best practices, and emerging risks.

Putting It into Practice - Dealmakers + AI: Crafting Smarter Prompts & GPTs for Smarter Transactions
This hands-on session guides participants through creating and refining prompts that unlock ChatGPT’s value across the deal lifecycle. You’ll explore how AI can enhance diligence, valuation, deal structuring, and negotiation support—helping advisors work faster and deliver sharper insights. Please bring a laptop to participate in real-time practice and take-home actionable AI skills.

CPE Credit: 1 - Specialized Knowledge