2026年 AI 重塑并购报告：专家洞察交易演进新趋势

AI in M&A2026ALin M&A2026 Expert perspectives on howdealmaking is evolvingExpert perspectives on howdealmaking is evolving January 2026JANUARY2026 ContentsContents 01Introduction01Introduction 0505 0404 0303 0202 The AI CEO drivingsmarter M&Adeal sourcingJump to chapterNiko NalliThe AI CEO drivingsmarterM&Adeal sourcingNiko NalliJumpto chapter How AI is setting thepace in global M&ASabineSchilgHow Al is setting thepace in global M&ASabine Schilg How AI helps assessthe signals behindmid-market dealsJump to chapterBethanyWinsbyHow Al helps assessthe signals behindmid-market dealsBethany WinsbyJumpto chapter Outsmarting the market:How AI uncovers hiddenM&A opportunitiesJump to chapterEmreErtürkOutsmarting the market:How Al uncovers hiddenM&AopportunitiesEmre ErturkJump to chapter Jump to chapterJump to chapter Jump to chapterJump tochapter 0707 0909 0808 1010 0606 The energy M&A lawyerpowering due diligencewith AIJump to chapterMarta Vizcaíno MartínTheenergyM&Alawyerpowering due diligencewith AlMarta Vizcaino MartinJump to chapter Where AI meetshigh-stakes dealmakingWhere Al meetshigh-stakes dealmaking AI in the VDR:Accelerating duediligence for M&A teamsJump to chapterNataliya Nagorna and Dragan MinicAl in the VDR:Accelerating duediligencefor M&A teamsNataliya NagornaandDragan MiniJumptochapter Turning AI efficiencyinto strongerPE partnershipsJump to chapterNeal MongaTurning Al efficiencyinto strongerPEpartnershipsJump to chapter How Fairlead Advisorshelps companies tie AI tobusiness valueJump to chapterAdam CarteHow Fairlead Advisorshelps companiestie A tobusinessvalueAdam CarteJump to chapter Jump to chapterJump to chapter IntroductionIntroduction ideals. AI presents a huge opportunity for dealmakers. In an industrydefined by tight deadlines, deep analysis, and high stakes,it promises faster execution and stronger results. Al presents a huge opportunity for dealmakers. In an industrydefined by tight deadlines, deep analysis, and high stakes,itpromisesfasterexecutionandstrongerresults. More than half of companies expect to integrate AI into theirM&A processes by 2027, according to. Those thatdo effectively could identify targets faster, underwrite value withgreater confidence, and execute deals more efficiently thantheir competitors. Bain & CompanyMore than half of companies expect to integrate Al into theirM&A processes by2o27,according to Bain&Company.Those thatdo effectively could identify targets faster, underwrite value withgreater confidence, and execute deals more efficiently thantheircompetitors But how are dealmakers actually using AI today, and where isit already giving them an advantage? But how are dealmakers actually using Al today, and where isit already giving them an advantage? introductionINTRODUCTION To better understand AI adoption in M&A, we surveyed over 100professionals between August and October 2025. About a thirdreported not using AI or automation tools, meaning roughlytwo-thirds are leveraging the technology in some form.To better understand Al adoption in M&A, we surveyed over 100professionals between August and October 2025. About a thirdreported not using Al or automation tools,meaning roughlytwo-thirds are leveraging the technology in some form. How M&Aprofessionals areusing AIHow M&Aprofessionals areusing Al Among adopters, the most common applications includedocument review and summarization, deal sourcing,and valuation and financial modeling.Among adopters,the most common applications includedocument review and summarization, deal sourcing,and valuation and financial modeling. AI’s strength in reviewing and summarizing information isdemonstrated at scale in the banking sector. At, more than180,000 employees use AI tools, the most popular of whichperforms tasks traditionally done by junior bankers, pulling dataand producing presentations for client meetings,peer comparisons, and deal preparation.CitiAl's strength in reviewing and summarizing information isdemonstrated at scale in the banking sector. At Citi, more than180,oo0 employees use Al tools, the most popular of whichperforms tasks traditionally done by junior bankers, pulling dataand producing presentations for client meetings,peer comparisons, and deal preparation. Which of the following tasks across the M&A deal lifecycleare currently supported by Al or automation tools?Which of the following tasks across the M&A deal lifecycleare currentlysupportedbyAlorautomationtools? Efficiency was cited as the top benefit of AI, closely followed by fastfirst assessments.Respondents also highlighted deeper insights,better decision making, cost reduction, and enhanced scalability. Efficiency was cited as the top benefit of Al, closely followed by fastfirst assessments. Respondents also highlighted deeper insights,better decision making, cost reduction, and enhanced scalability. Improved accuracy fell outside the top five benefits, suggestingthat M&A processes are already rigorous and that AI