AI is becoming a central driver of transformation in M&A, fundamentally reshaping how deals are sourced, executed and valued. Its adoption is increasingly seen as a key engine of operational value creation across portfolio companies. However, as AI models become more commoditised, questions are emerging around where defensible value will concentrate, whether in data, infrastructure, or organisational capability, and how this will influence transaction dynamics. As AI disruption accelerates, uncertainty around value creation, risk management and long-term strategy is intensifying. This discussion will explore how investors and corporates can navigate these shifts while identifying where sustainable value will emerge.

• Is the integration of AI into M&A dealmaking a structural change? How is it already reshaping how transactions are sourced, executed and completed?
• How can corporates and sponsors use AI responsibly while ensuring value comes from organisational readiness rather than technology alone?
• Which sectors will scale AI fastest, and how will that adoption gap fuel capability driven M&A and consolidation?
• How are investors separating AI hype from durable demand, and how are they stress testing AI-related assumptions in dealmaking?
• Are businesses that have successfully integrated AI into their operations becoming more attractive acquisition targets, and how are due diligence, regulatory compliance and data privacy considerations evolving as a result?