AI in M&A Due Diligence: From Experimentation to Execution

As artificial intelligence (AI) adoption accelerates, mergers and acquisitions (M&A) dealmakers are confronting a new challenge: moving beyond isolated use cases to trusted, scalable AI workflows across the deal life cycle.

Join Transaction Advisors Institute VP of strategic initiatives Greg Schlimm, Massimo Malizia, director of corporate development integration at Cisco and Gregg Albert, M&A practice lead for Americas at Accenture, for a live discussion about new research from Transaction Advisors Institute and SS&C Intralinks.

Discover how leading corporate acquirers are overcoming trust, governance and organizational hurdles while preparing for the next phase of AI-enabled dealmaking.

You'll learn:

• Where AI is delivering real value today
• How leading organizations are balancing innovation with security and trust
• Emerging agentic AI use cases across due diligence and integration planning
• Practical strategies for scaling AI responsibly

Panelists:

• Greg Schlimm, Vice President, Strategic Initiatives, Transaction Advisors Institute
• Massimo Malizia, Director, Corporate Development Integration, Cisco
• Gregg Albert, M&A Practice Lead for Americas, Accenture

Moderator:

• Angela DeSanctis, Vice President of Banking and Corporates Sales, SS&C Intralinks

Running time:

• 1 hour