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AI consulting and engineering · M&A

An AI agent for your M&A firm prepares limited work, linked to your sources. Your team keeps the qualification and the decisions.

Scope an assignment Compare missions

An AI M&A agent.
A precise mission.

The right
starting point

A recurring task, accessible references, verifiable output and a reviewer.

She comes back.
A recurring preparation.
The sources exist.
Authorized references.
The output checks out.
Findable elements.
Someone takes it back.
A manager available.

Missing access or absent proofreader: mission to be framed.

Five missions
to limit

Choose a mission, examine its output and limitations.

Educational examples to adapt to your office.

What mission to prepare?

An extract prepared for each mission.

Educational example · fictitious data

The file review

Review noteOctober 18
CA 2025
€12.4 million
Income statement v2 · Oct 14
Top 3 customers
31 %
Commercial Note · Oct 12

To be confirmed The financial year used in the commercial note.

Human handoff

Business manager · Confirms scope before review.

Inputs, sources and responsibilities
Starters
An identified file, a review date and the list of points to prepare.
Authorized sources
Mandate documents, retained exchanges and explicitly authorized CRM fields.
Prepared output
A sourced note: dated facts, discrepancies and open questions. Each lack remains visible.
Business manager
The business manager rereads the elements and qualifies the points to be discussed.
Stop and hand off to a person
Contradictory version, inaccessible source or fact without reference: report to the person in charge, no conclusion reached.
Two sources contradict each other?

The two versions and their dates are presented side by side. The business manager designates the reference; the agent does not decide.

Prepare M&A reporting
Possible agent

Bring together several sources.

Educational example · fictitious data

The expected documents

Documents registerOctober 18
  • Received
    2025 accountsAccounts_v2.pdf · October 14
  • Missing
    Customer contract ADD List · Oct 15
  • To check
    Lease signedBail_scan.pdf · Oct 16

Documentary reception. Diligence not validated.

Human handoff

Responsible for the file · Checks the documents before any restart.

Inputs, sources and responsibilities
Starters
The list of expected documents, deadlines and those responsible for supply.
Authorized sources
Directory or VDR authorized for reading, documentary index and mandate register.
Prepared output
A status received, missing or to be verified, with the link to each document and a draft follow-up if planned.
Business manager
The person responsible for the file validates the correspondence and authorizes reminders.
Stop and hand off to a person
Missing permission, an ambiguous document or disagreement about completeness requires a human handoff. A received document is not approved due diligence.
A room seems complete?

The system flags it for review. The professional checks the substance and the version. Closing a diligence point remains a human decision.

Track due diligence documents
Simple rules first

Follow by rules; AI reading if necessary.

Educational example · fictitious data

Next actions

Meeting suiteOctober 18

Proposed action

Request details of the 2025 turnover.

Responsible
Business manager
Deadline
To be confirmed
Authorized report · Oct. 18, § 3
Human handoff

Lead participant · Confirms the deadline before writing.

Inputs, sources and responsibilities
Starters
Validated notes or an authorized transcription, attached to the correct file.
Authorized sources
Report, agenda and repositories of managers and agreed files.
Prepared output
A proposal for actions with source, responsible and deadline; uncertain attributions are noted.
Business manager
The lead participant confirms the decisions, people and dates before any writing.
Stop and hand off to a person
Ambiguous statement, uncertain file or unidentified responsible: question to the referent. No commitment or sensitive messages improvised.
No deadline given?

The action is marked “deadline to be confirmed”. The referent completes this point before validation; no date is invented.

Linking meetings, actions and CRM
Occasional help or agent

Punctual: help. Recurring: agent to examine.

Educational example · fictitious data

CRM sheets

Prepared CRM gapOctober 18

Workshop A

Sheet A-17Identifier missing
Sheet A-42Identifier missing

Possible duplicate Merger suspended.

CRM export authorized · Oct 18
Human handoff

Data manager · Verifies identity before any merger.

Inputs, sources and responsibilities
Starters
A defined set of sheets, the fields to control and the reference rules.
Authorized sources
CRM in reading and verification sources expressly retained by the firm.
Prepared output
A list of sourced discrepancies: missing fields, old data and possible duplicates, with proposed corrections.
Business manager
The data manager decides on mergers and authorizes corrections in the CRM.
Stop and hand off to a person
Ambiguous identity, uncertain correspondence or too old source: no automatic merging or writing.
Two files have the same name?

The connection remains a hypothesis. Identifiers and sources are submitted to the manager before any merger; the name alone is not proof.

Make CRM M&A data reliable
Deterministic controls first

Rules first; human ambiguities.

Educational example · fictitious data

The passing of the baton

handover sheetOctober 18
Reserve to transmit
Lease version to be confirmed.
File Log · Oct 17
Access of the buyer
To check.
Access log · Oct 18

Resumption pending Access must be verified.

Human handoff

Transferor of the file · Have access checked by an authorized person.

Inputs, sources and responsibilities
Starters
A file, an identified buyer and the scope of the transfer.
Authorized sources
Documents, recorded decisions, reservations and next actions accessible to the recipient.
Prepared output
A handover sheet: status, decisions, open points, useful documents and next assigned action.
Business manager
The assignor checks the context; the buyer confirms access and accepts responsibility.
Stop and hand off to a person
Insufficient access, reserve without owner or responsibility not accepted: the handoff is not declared complete.
The buyer does not have access to a room?

The restriction is indicated, without copying or summarizing the document to circumvent it. An authorized manager processes access before handover.

Transmit the file and its context
Possible agent

Assemble the context, have the handoff accepted.

Fictitious data. No connected tools, no real action.

The agent is
an option

BM chooses the means according to the mission. A clear rule or occasional help may be enough.

Choose the means suited to the work to be prepared
The work to prepareThe means to examineWhat delimits it
Check required fieldsAutomationStable rules, known cases.
Reread an isolated noteConversational helpA one-off request, verified by its author.
Assembling scattered factsSupervised agentSteps to adapt, sources and stops defined.
AI agent and ChatGPT: working modes

Two sources, one gap

Preparation
stays under review

Same financial year, two amounts. The difference comes down to the professional. Accuracy, omissions and repetitions are tested before expanding the mission.

Sourced contradiction · fictional scenario
Income statement v2October 14

CA 2025

12,4 M€
CRM exportOctober 18

CA 2025

13,1 M€
ConsequenceSuspended synthesis

The turnover is not included in the note.

Human handoff

Business manager
Choose the reference and record the correction.

Remain for the professionals

  • The thesis
  • The investment decision
  • Diligence judgment
  • The sensitive relationship

A functional scope delivered

An M&A implementation

See the public M&A case

The case describes the monitoring of files, documents, reminders, reporting, internal/client spaces and CRM links.

It does not prove the use of the five missions proposed here, nor a time saving, nor their ROI.

The integration process in an M&A firm

Which task
keeps coming up in your team?

Let’s start with an entrance, an exit and a person responsible. BM designs the mission around your file, your discussions and your tools.

Connections and rights are checked with your team.

Scope an assignment First qualifying exchange.
No confidential documents required.

Before
getting started

Can an agent qualify a target?

It can collect and prepare elements according to your criteria, with their sources and their reserves. The qualification involves a professional reading: it remains with your team. The thesis, investment decision, diligence judgment and sensitive relationship are never delegated to the system.

Do we need to connect all our tools?

The first scope can be limited to a file and a few authorized sources. BM checks access, connection possibilities and the role of each tool with your team. A mission that requires unavailable data must be reframed before development. The system does not bypass any access rights.

Do reminders go away on their own?

The contract distinguishes between preparing a reminder and sending it. Recipients, text, trigger and permission must be defined for any execution. A sensitive or out-of-scope situation is the responsibility of a manager. The selector on this page only describes preparations: it does not carry out any sending.

When to expand the mission?

After tests on representative files and exceptions, then a real handover by the team. We observe accuracy, omissions, corrections, supervision load and frequency of use. A satisfactory result on an example is not enough; the new perimeter must be tested in turn.

Data, rights and safeguards of AI agents