Is Your M&A Firm Prepared for the Rise of AI?

What’s Inside the Free Download?

• A clear framework for responsible AI use in deal workflows

• Guidance on protecting sensitive clients & deal data

• Approved vs. prohibited use cases for AI tools

• Policy acknowledgment section for employee compliance

• Legal disclaimer & review checklist for counsel

Who This Is For?

• M&A Advisors and Investment Bankers

• Private Equity & Venture Capital Firms

• Business Brokers and Strategic Consultants

• Legal and Compliance Professionals working on transactions

• AI can improve efficiency—but it also introduces new risks. Without a clear policy in place, your firm could be exposed to:

  • Breaches of confidentiality

  • Regulatory violations (SEC, GDPR, CCPA)

  • Reputational damage with clients

  • Uncontrolled use of unapproved tools

Why It Matters

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