AI in M&A Deals: Practical Tools for Deal Preparation

With Speakers

Alex Lachinger

Co-Founder & Chief Revenue Officer at Valutico

Omar Badr

Head of Valuation Services & Product Owner at Valutico

Date

Tuesday, May 5, 2026

Time

9:00 AM PT | 12:00 PM ET

Location

Online (Zoom Webinar)

Register for the AI in M&A Deals: Practical Tools for Deal Preparation

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How AI Is Changing the Way M&A Deals Are Prepared

Artificial intelligence is rapidly changing how finance professionals approach the M&A process. Tasks that traditionally required hours of manual work—such as gathering financial data, reviewing documents, and identifying potential risks—can increasingly be supported by AI-powered tools.


Join us for a live webinar exploring how AI is being applied across the M&A deal preparation process. In this session, we’ll discuss where AI can improve efficiency and insight, as well as where human expertise and professional judgment remain essential.

Moderated by Meeyeon Park, VP of Content and Training at the Corporate Finance Institute (CFI), this event will feature experts from Valutico, who will share practical insights on how AI is being integrated into real-world M&A workflows. Through discussion and a live demonstration, you’ll see how AI-powered tools can assist with financial analysis, document review, and early-stage due diligence.


This webinar is ideal for:

  • Finance professionals working in investment banking, corporate development, or M&A advisory
  • Professionals involved in financial analysis, valuation, or due diligence
  • Corporate finance professionals interested in how AI tools are being applied to real-world finance workflows
  • Anyone looking to better understand how emerging technology is transforming the M&A process

In this session, we’ll explore:

Where the M&A Process Is Still ManualUnderstand the common bottlenecks in traditional deal preparation workflows—from collecting financial data to reviewing large volumes of documents.
How AI Tools Work in PracticeSee a demonstration of how AI-powered tools can extract and organize financial data from documents and identify potential issues during the deal preparation process.
Where AI Can Support the Deal ProcessLearn which parts of the M&A workflow are most suited for AI assistance and where human expertise remains critical.
Strengths and Limitations of AI in M&AGain a realistic understanding of what AI can and cannot do when supporting financial analysis and transaction workflows.
AI Applications Across the M&A LifecycleExplore how AI tools can support different stages of a transaction, including identifying potential targets, analyzing financials, conducting due diligence, and tracking integration progress.
The Future of AI in Deal Preparation Discuss how emerging AI tools may continue to reshape how finance professionals prepare and analyze transactions.

Speakers

You’ll hear from strategy and finance experts, including:

Alex Lachinger

Co-Founder & Chief Revenue Officer at Valutico

Omar Badr

Head of Valuation Services & Product Owner at Valutico

AI in M&A Deals: Practical Tools for Deal Preparation

Date: Tuesday, May 5, 2026

Time: 9:00 AM PT | 12:00 PM ET

Location: Online (Zoom Webinar)

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