

AI in the Dealroom
Private Dinner during ACG Deal Max
Las Vegas
AI is starting to change how deal advisory work gets done - but not evenly.
While large firms are investing heavily into AI, many transaction advisory 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 M&A and diligence are executed - quietly compressing timelines and changing where value sits in the process.
The result is a growing gap: in speed, cost structure, and ultimately in how firms compete for and deliver work.
This dinner brings together a small group of practitioners across transaction advisory, private equity, and M&A for a closed-door conversation on what this actually looks like in practice — grounded in live processes, not theory.
The discussion will focus on:
- Where AI is beginning to impact M&A and deal execution workflows
- Which parts of advisory remain defensible vs. where work may commoditize
- How expectations from sponsors and lenders are evolving mid-process
- Where firms are seeing early efficiency gains — and where they are not
- What a more AI-enabled advisory model could look like over the next few years
We are welcoming a focused group of peers to exchange candid perspectives.
Hosted by Dobs.ai - an AI platform focused on automating document-heavy workflows in transaction advisory, including QoE and diligence processes.