Dallas FEI Private Equity Group - AI in M&A: Where It Creates Value & Risk

Dallas Shareholder Steve Bartz presented “AI in M&A: Where It Creates Value & Risk” to the Dallas FEI Private Equity Group on September 30. The discussion explored how AI is transforming the M&A and private equity landscape, from investment banking and due diligence to Quality of Earnings, financial analysis, legal review, and portfolio company operations. Equally important, the conversation addressed the risks surrounding data quality, confidentiality, governance, and overreliance on technology, while reinforcing why human expertise and professional judgment remain essential throughout the transaction lifecycle.