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AI in M&A

Strategy and due diligence on what AI changes about a deal: the target's real value, the risks it carries, and what it takes to deliver the plan.

Discuss your AI prioritiesTake the assessment

The questions it answers.

For CEOs, boards and corporate development leaders buying or merging with a tech-enabled services business, where AI is part of the value story.

  1. Should AI change which deals we pursue at all?

    Answered in the AI diligenceAn AI thesis for the deal

  2. Does the target's AI story hold up, data and systems included?

    Answered in the AI diligenceA worked diligence checklist

  3. Where does AI add value after close, and what will that cost?

    Answered in the AI diligenceValue and cost, side by side

  4. What should happen in the first 100 days?

    Answered in the AI diligenceA first 100 days for AI

What you leave with.

NuVantExample: acquiring a property services firm

AI diligence

For the deal team and the board

Thesis

The target's quoting model is worth more on our client base than on theirs, if the client data rights transfer and the team that built it stays.

Diligence checklist

  • AI claims in the management presentationOpen
  • Rights to use client data for modelsConcern
  • Systems that transfer with the dealConfirmed
  • People who built the AI workConfirmed
  • Cost to keep the models runningOpen

After close

Value

What it takes

Faster quoting across both client basesMove the model onto our data platform
Fewer handoffs on shared accountsOne work order system, not two

First 100 days

Owned by the integration team

  1. Days 1 to 30Keep the AI team in place and freeze model changes
  2. Days 31 to 60Confirm data rights with the largest clients
  3. Days 61 to 100Run the quoting model on one combined region

How it runs.

AI in M&AOn your deal timeline

  1. 1 to 2 weeks

    Before you bid

    An AI thesis for the deal, so diligence tests the things that move value.

  2. Inside your deal timeline

    In diligence

    The checklist worked against the target's data, systems and people, alongside your deal team and advisers.

  3. The first 100 days

    After close

    The AI plan handed to the integration team, with owners named on both sides.

Plan handed to integration

Who is in the room
  • NuVantLeads the AI work on the deal
  • Your CEO and deal teamOwn the thesis and the decision
  • Your existing advisersKeep their roles; we work alongside them
  • Outside specialistsOnly for a technical review your teams cannot cover

How we work together.

NuVant covers the AI questions inside the deal process you already run. Your bankers, lawyers and accountants keep their roles, and the findings go to the people who decide.

How the approach works
An empty boardroom with a long table and chairs behind frosted glass

Before you ask.

What leadership teams ask most before a first call.

Something else on your mind?

Bring it to a first conversation with NuVant.

Discuss your AI priorities

  • No. NuVant covers the AI questions and works alongside the advisers you already have.

  • Yes. The work is planned around your timeline from the first conversation, and the thesis comes first so diligence time goes where it matters.

  • Then the question becomes what AI could change about the business after close, and what that would take. That can matter more than any AI the target already has.

  • Under the confidentiality terms you set, and shared only with the people you name.

Other services.

AI strategy & roadmapA detailed assessment of your business priorities, your data, processes and people. Then an AI strategy and a roadmap with the highest priority initiatives for revenue growth and operational efficiency.AI technical deliveryStand up small, agile teams that accelerate AI delivery, using your internal talent, with outside support only where it is needed.

Start with a conversation.

Bring the AI question your leadership team keeps coming back to. If you would rather start on your own, the online assessment takes about three minutes.

Discuss your AI prioritiesTake the assessment
A first conversationWith NuVant
  1. 1Your growth and efficiency goals for the next year
  2. 2The AI ideas already on the table
  3. 3Whether an AI strategy and roadmap is the right first step