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AI Checklists for M&A Diligence Workflows

Where AI can safely plug into M&A diligence—and where human judgment still dominates.

M&A diligence is a relay race of specialists, documents, and deadlines.

AI won't replace the deal team, but it can:

  • Triage large document sets faster.
  • Surface obvious red flags and inconsistencies.
  • Keep track of who is responsible for what question or issue.

In this post, we outline a set of AI-assisted checklists for financial, commercial, and technical diligence that help teams move faster while retaining clear accountability.

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