10/03/2026
AI Is Coming to M&A Due Diligence. Is Your Company Ready?
The tools buyers use to evaluate businesses are changing.
73 Strings recently acquired Callisto, a private-markets technology company whose AI capabilities automate workflows involving due diligence, data-room analysis, financial documents, complex Excel files and due-diligence questionnaires.
For business owners considering a future sale, the takeaway is important:
AI won’t hide messy records. It may help the buyer find them faster.
As AI becomes more integrated into M&A and private-market workflows, buyers and their advisors may be able to review and analyze large volumes of information more efficiently, including:
• Financial records and spreadsheets
• Contracts and agreements
• Data-room documents
• Due-diligence questionnaires
• Operational and historical business data
That makes pre-sale preparation even more important. Inconsistent financials, missing documentation, unusual transactions, poorly organized contracts or unexplained discrepancies may become easier to identify as diligence technology improves.
The best time to clean up those issues isn’t after a buyer starts asking questions. It’s before your business goes to market.
Preparing early gives you time to organize your records, address potential concerns and present a clearer picture of the business you’ve built.
Thinking about selling in the next few years? IBA can help you identify areas to address now so you’re better prepared when diligence begins.