AI for Accounting and M&A Advisory (ACG side event)

​Private Dinner — Indianapolis

​This dinner is part of an ongoing series that has already convened advisory and deal-making leaders from more than 50 firms across multiple cities. The Indianapolis edition continues that conversation. It's a closed-door exchange of what's actually working (and what isn't) on live engagements, grounded in real processes rather than theory.

​AI is starting to change how deal advisory work gets done, but not evenly.

​While large firms are investing heavily into AI, many teams — especially in the mid-market — are still operating with workflows that haven't fundamentally changed in years. At the same time, early shifts are beginning to appear in how parts of the deal process are executed, quietly compressing timelines and changing where value sits.

​The result is a growing gap in speed, cost structure, and ultimately in how firms compete for and deliver work.

​A small group of practitioners and executives across advisory, private equity, and M&A will join for a candid, off-the-record discussion.

​On the table:

• ​What happens to junior professionals when AI automates the work they were hired to do, and how do firms rebuild the talent pipeline?

• ​How does the advisory service model itself need to evolve alongside AI — in scope, pricing, and delivery?

• ​Where is value shifting in the deal process, and who captures it as timelines compress?

• ​What are the early movers doing differently, and what should mid-market firms borrow now?

​Seats are limited. By invitation only.

​Hosted by Dobs.ai - an AI platform focused on automating document-heavy workflows in transaction advisory, including QoE and diligence processes.