AI in M&A Due Diligence and Integration Planning

Artificial intelligence (AI) adoption in mergers and acquisitions (M&A) is accelerating. But where are corporate deal teams actually using it — and where is it delivering value?

New research from the Transaction Advisors Institute, produced in association with SS&C Intralinks, offers a revealing look at how AI is reshaping due diligence and integration planning.

In this video, Greg Schlimm, vice president of strategic initiatives at Transaction Advisors Institute, breaks down findings from a survey of 107 senior leaders at large, multinational corporate acquirers active in the U.S. market.

One number immediately stands out: 93 percent of respondents are now using or piloting AI during due diligence and integration planning. Nearly two-thirds are applying it across multiple use cases.

And those use cases are multiplying. The research identified 23 distinct applications for AI, up from just 11 two years ago. Legal agreement review has seen particularly rapid adoption, jumping from 29 percent in 2024 to 79 percent today.

Deal teams are also looking beyond generative AI. Nearly one-quarter of respondents are already using agentic AI for contract review, while more than two-thirds expect autonomous AI to conduct full contract reviews within the next one to two years.

As adoption expands, platforms such as DealCentre AI™ are bringing AI directly into the deal workflow, helping teams apply these capabilities while maintaining the security, governance and control critical to M&A.

Watch the video to hear Greg unpack the findings — and download the full report, AI in M&A Due Diligence and Integration Planning, for a deeper look at what’s next.