Spencer Fane attorneys Shelli Clarkston, Mike Patterson, and Shawn Tuma, Chief Information Officer Allen Darrah, and Paul Schaus, the Managing Partner and Founder of CCG Catalyst, wrote the article 6 Things Bankers Need To Know About AI-Powered M&A recently published by Law360.
In the article, which originated as a firm blog post, the team explores how artificial intelligence is changing mergers and acquisitions in banking and financial services. They explain that AI can speed up deal analysis, due diligence, and integration, but also carries risks if used without careful oversight. The piece emphasizes the importance of strong governance, accurate data, and human review when using AI and stresses that accountability and judgment remain with people, not machines.
“AI is now a permanent feature of the M&A landscape in banking and financial services. The key question is not whether it will be used, but how. Institutions that treat AI as a powerful assistant, integrate it into strong governance, and remain candid about their own data and cultural realities are best positioned to use it to kill bad deals earlier, surface risks sooner, and preserve more of the value they promise,” the team wrote.
The team is deeply engaged in helping financial institutions and businesses navigate the complex intersection of strategy, technology, and regulatory compliance. They bring combined expertise in mergers and acquisitions, corporate governance, cybersecurity, AI integration, and digital transformation with a shared focus on enabling informed, disciplined, and technology-savvy business decisions.
Read the team’s full article here. Please note, a subscription is required.