The Buyer-Led M&A™ Summit

We’re kicking off the Buyer-Led M&A™ Summit with a welcome from host Hannah Jarrett, who will set the stage for the day ahead and walk through what to expect across sessions, discussions, and key takeaways.

Following the opening, VP of Product Jesse will deliver a keynote on the growing role of AI in Buyer-Led M&A™ and why it’s quickly becoming a critical advantage for modern corporate development teams.

New to Buyer-Led M&A™? In this session, Kison Patel will introduce the core principles behind a more proactive, structured approach to dealmaking, including the five pillars of Buyer-Led M&A™.

Perfect for those looking to build a strong foundation and rethink how M&A gets done.

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What does Buyer-Led M&A™ look like in practice?

In this 15-minute session, see how corporate development teams move beyond spreadsheets, shared drives, and generic project tools to execute Buyer-Led M&A™ in a centralized platform, managing pipeline, diligence, and integration in one place.

In this 15-minute session, see how corporate development teams move beyond spreadsheets, shared drives, and generic project tools to execute Buyer-Led M&A™ in a centralized platform, managing pipeline, diligence, and integration in one place.

In this one-on-one conversation, Dave Fields, Product Manager at DealRoom, sits down with Daniel L. Furman of The Vertex Companies to explore how AI is transforming pipeline development and due diligence.

Through real-world examples, they’ll share how AI helps teams identify better opportunities faster, surface key insights during diligence, and reduce manual effort across the deal process. Expect practical takeaways on how to apply AI today to improve deal quality and execution speed.

How can AI transform your M&A process?

In this 15-minute live walkthrough, see how AI assists deal teams by capturing deal intelligence from email, surfacing insights from deal documents, and helping teams move faster from pipeline to diligence with less manual work.

In this interactive panel, experienced M&A practitioners share how they are evolving their approach to dealmaking in today’s environment. From shifting workflows to the adoption of new tools, including AI, panelists will discuss how teams are improving decision-making and driving greater efficiency across the deal lifecycle.

Attendees will also have the opportunity to participate in live polls, share their perspectives, and ask questions, creating a dynamic, audience-driven conversation grounded in real-world experience.

Our host Hannah Jarrett will recap the day’s top takeaways and how attendees can incorporate AI into their Buyer-Led M&A™ strategies.