AI for M&A: How the right platform can transform your deal sourcing and business growth

AI for M&A: How the right platform can transform your deal sourcing and business growth

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Photo of Josh Port, Founder & CEO of Handshaik

Josh Port

Founder & CEO

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What is AI for M&A? 

Using AI in mergers and acquisitions is a growing trend, giving dealmakers better tools to enhance the process of finding, qualifying and executing investment opportunities more efficiently. According to Deloitte’s 2025 M&A Generative AI Study, 86% of respondents reported the integration of GenAI into their workflows, with 65% doing so within the past 12 months.

In the M&A and deal sourcing space, AI can be utilised throughout the acquisition lifecycle, gathering and processing large volumes of company data to assist professionals with core tasks such as: 

  • Business ownership, structure and financial details
  • Analysing and identifying potential investment targets
  • Analysing market signals
  • Comparing targets based on key criteria 
  • Team collaboration
  • Acquisition outreach and pipeline management

Rather than replacing dealmakers, AI acts as an intelligent assistant – feeding teams streamlined, organised data that allows them to make more educated decisions. Able to collate, sift and categorise thousands of records in minutes, AI deal sourcing software reduces this huge administration burden from professionals, giving them a host of newly available hours to focus on fostering relationships and forwarding deals. 

For those concerned about GDPR, data quality and accuracy, modern AI solutions are incredibly sophisticated and programmed to meet compliance requirements. They also work on natural language processing, making search simpler, and visual dashboards to make company comparisons easier.

AI in M&A often takes the form of a tech stack – a cluster of platforms working together to ensure as many aspects of the deal sourcing workflow as possible are automated and improved. This gives users the flexibility to build their own personalised solution, focused on their unique needs.

Handshaik AI: deal sourcing software for success

With optimised research facilities at your fingertips and tools to take you right through to deal completion, Handshaik AI is an end-to-end solution for M&A teams who want to swap endless manual admin for enhanced insight and efficiency.

From in-depth, accurate research, to smart collaboration and analytical capabilities, Handshaik powers up performance at every stage of your M&A pipeline.

Here’s a quick look at how Handshaik AI makes mergers and acquisition activities easier, clearer and more informed.

Explore the potential of AI for mergers and acquisitions

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How does AI improve the deal sourcing process?

Traditionally, deal sourcing and M&A firms relied on personal networks, existing contacts, referrals, manual database searches and cold outreach. With most admin done by hand and a lack of joined-up services, fast progress and team collaboration wasn’t easy.

While these approaches are still used within the industry, new AI platforms offer broader and deeper resources, along with a much faster way to filter results and find the best opportunities. With the right software, you can track and manage the entire pipeline, with full team visibility to ensure everyone is always on the same page.

Some key ways that your deal sourcing pipeline will improve with the introduction of AI include: 

  • Better intelligent target identification – rapid screening of turnover, EBITDA, employees, ownership structure, hiring trends etc with daily refreshes 
  • Smarter buyer matching – comparing previous acquisitions, criteria, strategy, deal scope and more
  • Market monitoring – constant updates on news, press releases, websites, directorships, funding and M&A activity 
  • Collaboration – with all information in one place, colleagues can view outreach progress, meeting summaries, formal documentation and more from one shared platform 

In the cited Deloitte report, among those who have already adopted AI in the M&A space, 40% apply it to strategy and market assessment, 35% to target screening and 32% to deal execution. Also, according to PwC, global M&A deals increased in value by 26% in 2025, with large deals up by 17% and mega deals by 31%. 

With the time AI can save throughout the deal sourcing pipeline, it’s no longer a ‘nice to have’ but a ‘need to have’ if you’re going to keep up in this competitive marketplace.

How does Handshaik AI work for M&A users? 

As one of the more recent additions to the AI for M&A market, Handshaik has been developed to bridge the gaps left by other AI deal sourcing solutions.

A comprehensive platform that ensures consistency in your entire pipeline management, Handshaik speeds up every step without compromising on accuracy or quality, so you can: 

  • Access extensive private company intelligence resources immediately
  • Receive daily refreshes on the latest company, ownership, financial and contact data 
  • Qualify and compare acquisition opportunities via a visual dashboard 
  • Identify investment targets in minutes – including niche and less visible opportunities 
  • Manage and keep track of outreach and progress right up until the deal is signed

An AI-native deal sourcing platform designed to save you time, prevent false leads and enhance teamwork and decision-making, Handshaik can be used as a standalone solution or integrated with your existing tech stack.

Driving deal growth with sophisticated AI solutions

The time saved by integrating AI into your M&A workflow is just one benefit it offers. With data cleaned, organised, analysed, categorised and scored in a fraction of the time it would take by human hand, you’ll also have more clarity and confidence in your deal decision making.

Using Handshaik or a combination of AI deal sourcing tools, this necessary and modern step forward will also progress growth through a range of commercial benefits:

Increased efficiency

With masses of research admin removed from your workload, you and your team have more time for outreach, nurturing, negotiation, building larger pipelines and executing deals – and much faster.

Deeper insight 

With AI, acquisition targets that usually remain hidden are brought to the surface, helping you to find emerging companies and underserved markets for better quality insight and opportunities.

Higher conversion rates 

With its more targeted and organised approach, AI helps improve target qualification and buyer matching, while also increasing relevant conversations, engagement and ultimately, conversions.

Scale and speed 

With AI supporting your M&A activities, you can identify trends and react much faster than before, monitor markets continuously and scale your origination efforts without onboarding more staff.

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Ready to make better business deals?

Learn how Handshaik can help you create stronger M&A workflows, from start to finish.

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