DealRoom Demo Library

AI is everywhere in M&A right now, but most teams are still running disconnected experiments instead of a strategy. This keynote lays out what "next level" actually looks like: AI that's purpose-built for the deal lifecycle, not generic tools bolted on after the fact. We'll close with a first look at what's new in the DealRoom M&A Operating System, built so every deal makes the next one smarter.

See how AI works inside a real deal workflow. In this live walkthrough, we'll highlight specific DealRoom features that help teams move faster—from surfacing pipeline insights to accelerating diligence—without adding complexity.

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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™.

Christina Ungaro, Chief M&A Officer at Qualfon, shares how switching to DealRoom solved their fragmented deal management challenges and created institutional knowledge.

Hear from real M&A leaders at VMG Health, Wealth Enhancement Group, and Qualfon on why they switched to DealRoom and the results they've achieved.

How Carson Group turned spreadsheet chaos into buyer-led clarity.

How Qualfon’s Journey from Legacy Platform to a Buyer-Led Approach

Justin Cueto, Director of M&A at VMG Health, shares how his lean team went from scattered spreadsheets to executing M&A at scale with DealRoom.

How US Heart & Vascular Scales M&A with a Buyer-Led Approach

See How Infoblox Streamlines M&A with DealRoom Pipeline

Becky Manders shares how IVC Evidensia uses DealRoom to track deal lead times across countries—from Ireland to Canada—and identify bottlenecks. The platform helps pinpoint whether delays stem from legal advisors, internal teams, or seller-side issues.