Using A&M’s AI Agent to Improve Deal Value and Transform M&A Execution
Mergers and acquisitions (M&A) are monumental events for any organization, offering opportunities to synergize operations, expand markets and deliver meaningful growth. However, M&A processes are equally fraught with complexities — especially for corporate executives and M&A professionals tasked with navigating the challenges of due diligence, integration and ongoing value creation. At Alvarez & Marsal (A&M), we intimately understand these obstacles, which is why we’ve incorporated A&M Assist, our bespoke generative AI Agent, into our M&A advisory services.
A&M Assist is an M&A AI agent (powered by 4o and o1 Open AI LLM models) designed to not only address the pain points of data overload and time constraints but also redefine what professionals can achieve at every stage of the deal cycle. Here’s how this state-of-the-art technology accelerates insights, operational streamlining and long-term value.
1. Accelerating Pre-Deal Due Diligence
One of the most daunting parts of an M&A deal is the sheer volume of data requiring review during pre-deal due diligence. Important insights hidden in buried financial reports, contracts, competitive analyses or operational memos can take weeks, even months, to surface using traditional methods.
How A&M Assist Helps
A&M Assist empowers our deal-makers to summarize, analyze and extract actionable insights from voluminous datasets within hours, not days or weeks. Built on cutting-edge AI technology, A&M Assist efficiently identifies key drivers of value, risk areas and overlooked opportunities.
Client Transaction Use Case: In a recent engagement, A&M Assist demonstrated its transformative impact on the due diligence process by efficiently reviewing and summarizing thousands of pages of financial and corporate documents. This advanced tool enabled deal-makers to expedite their diligence efforts by surfacing actionable insights and pinpointing critical data points essential for thorough analysis.
By leveraging A&M Assist, the consulting team members were able to focus their expertise on strategic decision-making rather than being bogged down by the sheer volume of documentation. This not only enhanced the speed and accuracy of their assessments but also empowered them to deliver more informed and impactful recommendations to their clients, showcasing the power of technology in modern consulting practices.
2. Streamlining the Sign-to-Close Process
One of the most critical phases of any M&A transaction is the period between signing and closing. It's during this time that every detail needs to be scrutinized, every risk mitigated, and every task executed seamlessly to ensure a successful completion. A&M Assist plays a pivotal role in enhancing this process by equipping deal-makers with a structured approach, industry best practices and actionable insights tailored to this critical phase.
How A&M Assist Helps
Through tools like the Assist Canvas module, deal-makers can confidently manage the complexities inherent to closing a deal. The Assist Canvas acts as a centralized framework, prompting deal-makers to evaluate and address all relevant actions, potential risks and their corresponding mitigation strategies.
For Example: When preparing to finalize financial and legal handovers, Canvas guides deal-makers to confirm all necessary regulatory filings, verify final terms against the purchase agreement, and review stakeholder communications plans. This ensures that no critical step is overlooked and that potential obstacles are proactively managed.
Key Benefits: By adopting a methodical approach supported by A&M Assist, deal-makers not only optimize their workflows but also instill confidence in clients who are navigating high-stakes transactions. This combination of insight-driven preparation and structured execution makes the sign-to-close process more efficient, precise and, ultimately, successful.
3. Supercharging Post-Deal Early Warnings and Interventions
Ensuring long-term value capture is often an overlooked — but critical — aspect of M&A execution. Without careful monitoring, post-deal operations can spiral into performance issues, missed financial targets or cultural misalignments. Timely detection and intervention are essential to prevent an acquisition from becoming a liability.
How A&M Assist Helps:
A&M Assist leverages advanced predictive algorithms to provide early warnings and critical insights in the post-deal phase. By continuously analyzing operational and performance data, the tool identifies deviations from projected outcomes, enabling swift interventions that preserve value.
For Example: If employee attrition rates unexpectedly spike in certain departments, A&M Assist highlights the trend and proposes specific remedies — such as tailored retention initiatives or leadership recalibration — to stem potential losses.
Valuation Gains: These early interventions allow clients to rapidly address emerging challenges, driving enhanced performance in financial and operational KPIs. Early adopters consistently see valuation uplifts when reactive losses are replaced by proactive fixes.
Why Agentic AI Is the Future of M&A
By now, it’s evident that agentic and generative AI isn’t just a nice-to-have — It’s a game-changer in the high-stakes world of M&A. At A&M, we see three central pillars where tools like A&M Assist are completely reshaping the process for corporate executives and M&A professionals:
- Productivity: Compress weeks of manual review processes into hours with the ability to summarize and analyze vast datasets effortlessly.
- Insightfulness: Harness AI's capability for uncovering trends and risks that human oversight may miss.
- Value Creation: Drive better outcomes through optimized planning, integration and post-deal performance insights.
For our clients, A&M Assist has emerged as a trusted ally, providing the clarity and speed required to maintain a cutting edge in increasingly complex and competitive markets.
Unlock Smarter M&A With A&M Assist
Whether you're embarking on your first acquisition or streamlining operations within an established portfolio, A&M Assist enhances every facet of the M&A process. From uncovering hidden insights during due diligence to supercharging integration and operational oversight, this tool empowers leaders like you to achieve — and sustain — transformational growth.
Are you ready to elevate your M&A deals with A&M Assist? Contact us today to learn more about how integrating AI into your workflow can help you gain a competitive advantage.
