Agentic AI is transforming the M&A landscape at financial institutions and tech providers are tapping the tech to streamlining the deal-making process.  

SaaS provider Datasite, this week, announced it has integrated Blueflame AI into its own virtual data rooms, bringing AI into its M&A servicing process, Merlin Piscitelli, chief marketing officer at Datasite, told FinAi News.

Now within Datasite’s virtual data rooms, clients can tap agentic AI to accelerate the following M&A processes: 

• Query and search files; 

• Summarize key documents; 

• Compare standard diligence request lists; 

• Monitor changes; and 

• Detect inconsistencies. 

“We think the speed of deals will happen faster by the utilization of AI,” Piscitelli said. 

The integration follows Datasite’s July 2025 acquisition of Blueflame AI, according to a July Datasite release. 

“Blueflame’s agentic AI solutions will expand the collective capacity of our user base, automating complex workflows and enabling full scope analysis,” Datasite Chief Executive Rusty Wiley said regarding the acquisition. 

M&A in 2026

As AI streamlines the speed of deals this year, deal volume is also expected to increase, according to Deloitte’s 2026 M&A trends survey: A tale of two markets. 

According to the survey, 90% of private equity respondents and 80% of corporate respondents anticipate their number of deals to increase in 2026.  

The survey, conducted by market firm OnResearch, polled 1,500 executives at 918 U.S.-based corporations and 582 U.S.-based private equity investment firms. 

In 2025, some deals in financial services included: 

• In October, OpenAI acquired AI-driven personalized investing startup Roi; and 

• In July, Boeing Employees’ Credit Union acquired gen AI fintech Earnup. 

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