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Survey on Technology & Innovation in M&A

Spotlight: AI Adoption, Sentiment & Investment Intent

If you are a dealmaker, advisor or insurance professional working in M&A we would love to hear from you. Please share your thoughts on your own technology and innovation journey by taking our survey here.

Click below to start the survey

Respondent information

Name * *

Email address *

Organization *

City *

Country *

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How would you describe the pace of AI adoption within your own organisation?

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Too slow — we're falling behind

About right — sensible, measured progress

Too fast — governance is being sacrificed

Hard to know — unclear what real progress looks like

Which best describes your firm's current use of AI for deal work?

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Not using — relying on traditional tools

Experimenting — individual use, no firm-wide approach

Developing — defined tools and shared approach in place

Advanced — AI embedded across key deal stages

AI-native — AI is core to how we operate

What's driving AI adoption pressure at your firm? (select all that apply)

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No pressure — it's not on the agenda

Cost savings and efficiency expectations

Talent — recruitment and retention

Board or leadership mandate

Competitive pressure — peers are moving faster

What – if anything – is holding back AI adoption on your deal work? (select all that apply)

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Data quality and structure

Governance and accountability

Tool integration and legacy systems

People — behaviour and adoption

Budget and business case

Confidence in AI outputs / trust

Insurance and liability concerns

Nothing is holding us back

What are your biggest frustrations (if any) with AI tools today? (select all that apply)

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Too much hype, not enough substance

Too agreeable — tells me what I want to hear

Inconsistent — outputs vary too much to rely on

Security — don't trust where data goes

Creates new inefficiency — oversight costs outweigh gains

Gets close but isn't reliable enough for real work

Too many hallucinations and errors

No frustrations!

How do you expect the use of AI on your deals to have evolved 12 months from now?

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1 - AI use will decrease

2 - AI use will stay about the same

3 - AI use will increase moderately

4 - AI use will increase materially

5 - We will be near AI-native

How do you expect AI adoption to change your relationship with external advisors (if at all)?

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Not at all — advisors bring judgment AI can't replace

I'll expect lower fees for work AI now handles

I'll give them a narrower scope of work

I'll expect advisors to actively improve my team's efficiency

I'll consolidate — using fewer advisors overall

Which part(s) of your current M&A process will you look back on in five years and say: “I can't believe we were doing it that way only five years ago?”.

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