PAST THE PILOT

Where AI Helps in M&A, Where It Falls Short, and How to Put It to Work

AI is changing how M&A teams work, but moving beyond experimentation to real results takes more than adopting new tools.

The Past the Pilot eBook brings together insights from six M&A Science podcast conversations with corporate development leaders, investment bankers, legal experts, AI specialists, and integration professionals who are putting AI to work in real deal environments.

Through firsthand experiences and practical examples, this guide explores where AI delivers value, where it introduces risks, and what it takes to implement it effectively across the deal lifecycle.

Inside the eBook, you’ll learn:

  • How to identify and prioritize AI use cases that deliver the most impact
  • Why data quality and context are critical to getting reliable AI outputs
  • Where AI is helping teams accelerate due diligence, legal reviews, and deal execution
  • How to balance AI automation with human judgment and accountability
  • What it takes to build AI agents around your team's workflows and expertise
  • How integration leaders are using AI to save time without adding complexity

Featuring insights from leaders at Lincoln International, Cooley, Boomi, Intel, Coursera, UKG, and more, this eBook offers a practical look at what AI adoption in M&A actually looks like.

Whether you're evaluating AI use cases or scaling adoption across your deal team, this guide provides actionable insights to help you move beyond the pilot.

Download the Past the Pilot eBook to learn how M&A teams are putting AI to work.

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Author

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Authors

Rob Brown
CEO at Lincoln International
Michael Bachman
Head of AI Research and Emerging Technology Strategy
Chris Cappetta
Member of Technical Staff at Boomi
Aaron Binstock
PE and M&A Partner & Co-Chair, Private Equity Practice Group
Harrison Thomas
Chief Growth Officer at Beacon Specialized Living

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