Deloitte Deploys Agentic AI Platform Across 1,000 M&A Deals

Deloitte brings AI agents to mergers and acquisitions

Deloitte has launched an AI-enabled M&A Platform that coordinates workflows across the entire deal lifecycle, the firm announced September 22. The platform is already in use across more than 1,000 client engagements, marking one of the larger deployments of agentic AI in professional services.

The platform embeds AI capabilities at every stage of M&A activity — from initial strategy and due diligence through transaction structuring and post-deal integration. An agentic harness manages and governs multiple AI agents that work across tax, technology, and financial workstreams, giving deal teams a unified view of complex transactions.

According to Erik Dilger, managing director at Deloitte Financial Advisory Services and M&A Platform lead, the system represents a shift from point solutions to interconnected workflows. Rather than automating isolated tasks, the platform runs structured processes across the full deal lifecycle.

Survey reveals rapid AI adoption among dealmakers

Deloitte released findings from its first GenAI in M&A Pulse Survey alongside the platform announcement. The survey of 500 corporate and private equity leaders found that 90 percent now use AI in M&A activities, with 37 percent deploying it across multiple deal stages.

Dealmakers reported measurable productivity gains in automated status reporting (66 percent), enhanced decision-making (60 percent), and streamlined cross-functional coordination (51 percent). Notably, 35 percent of M&A leaders said they see the greatest value when technology is combined with advisory support — more than three times the percentage who cited value from individual task-specific tools.

Security architecture designed for sensitive deal data

The platform was built specifically to handle the confidential nature of M&A transactions. Deloitte designed the system to protect and ringfence client and transaction data, addressing a primary concern for dealmakers working with sensitive competitive information.

Developed by M&A professionals familiar with target, transaction, and diligence data requirements, the platform combines AI capabilities with security controls tailored to complex deals. The system is available through Ascend, Deloitte's service delivery platform, offering flexible engagement options for clients.

Why it matters

The deployment of agentic AI across 1,000 M&A engagements signals that AI in deal-making has moved beyond pilot programs to production scale. The survey data showing 90 percent adoption among dealmakers suggests AI is becoming table stakes rather than a competitive differentiator. For organizations evaluating AI investments in M&A, the finding that combined technology-advisory approaches deliver three times the value of standalone tools points to integration strategy as a critical success factor.

These details were first reported by Deloitte in a press release.