AI in M&A Deals: Practical Tools for Deal Preparation
With Speakers
Paul Resch
CEO & Founder,
Valutico
Maximilian Arrich
VP AI,
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
This request for consent is made by Corporate Finance Institute, #1392 - 1771 Robson Street, Vancouver, BC V6G 3B7, Canada.
www.corporatefinanceinstitute.com
Please click here to view CFI’s Privacy Policy.
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.
About the Speakers
You’ll hear from strategy and finance experts, including:
Paul Resch
CEO & Founder, Valutico
Paul Resch leads partnerships at Valutico, where he works closely with finance professionals and advisory firms to modernize valuation and deal-preparation workflows through technology. His work focuses on helping organizations integrate tools that improve efficiency across financial analysis and transaction processes.
Maximilian Arrich
VP AI, Valutico
Maximilian Arrich works with finance professionals to demonstrate how technology can support valuation and M&A workflows. He focuses on helping teams adopt AI-powered tools to support financial analysis, data extraction, and due diligence preparation.
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)
© 2015 to 2026 CFI Education Inc.