Webinar: AI in M&A Deals – Practical Tools for Deal Preparation With Valutico

How AI is Reshaping M&A Deal Preparation From Due Diligence and Valuation to Deal Execution

Master how AI is transforming M&A deal preparation in this hands-on webinar with Corporate Finance Institute (CFI) and Valutico. Learn how investment banking, corporate finance, and M&A teams are using AI-powered tools to streamline due diligence, automate financial modeling, accelerate valuation workflows, and improve deal execution.

In this session, CFI’s VP of Content & Training, Meeyeon Park, is joined by Valutico co-founder and CRO, Alex Lachinger, and Head of Valuation Services & Product Owner, Omar Badr, to walk through a real-world M&A case study from start to finish. You’ll see how AI can support market research, comparable company analysis, DCF valuation, virtual data room preparation, red flag reporting, and investment memo creation while still relying on human judgment for critical decision-making.

Whether you work in investment banking, private equity, corporate development, FP&A, or financial analysis, this webinar explores the practical role of AI in modern finance workflows and how professionals can use it to save time, improve accuracy, and focus on higher-value strategic work.

What You’ll Learn

• How AI is used in M&A deal preparation
• AI-powered valuation and financial modeling workflows
• How to automate due diligence and virtual data rooms
• Best practices for AI in investment banking and corporate finance
• How finance professionals can validate AI outputs and avoid hallucinations
• Why foundational valuation skills still matter in the AI era

Watch the Webinar

Additional Resources

CFI offers a broad lineup of expert-led sessions to help you deepen your expertise, advance your career, or simply stay ahead of industry trends. Explore what’s next and keep building your edge. Check out the webinars now.