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MergerAI

AI that does the heavy lifting on every deal.

MergerAI is the AI platform built for M&A professionals. Business brokers, investment bankers and law firms use it to draft CIMs and BOVs, share a curated data room with buyers, and review thousands of documents faster, in one SOC 2-compliant workspace.

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  • SOC 2 compliant
  • Your data never trains AI models
  • Your data stays confidential

One platform, built for three kinds of deal teams.

Business Brokers

Do more deals with less work.

  • Polished CIMs, much faster
  • BOVs with a full SBA lender review in minutes
  • One curated data room for all your buyers

See MergerAI for business brokers

Investment Bankers

Close more deals. Cut CIM production from hours to minutes.

  • CIMs in minutes, not hours
  • Request lists that track what's missing
  • Key provisions highlighted in every file
  • A curated data room for buyers

See MergerAI for investment bankers

Law Firms

Work through corporate cases faster, with your whole team in one place.

  • Track who has reviewed every document
  • Key provisions highlighted in every file
  • Ask thousands of case files anything

See MergerAI for law firms

New in MergerAI.

New

Buyer data rooms

Create one curated data room for buyers, with only the files they need to see.

For brokers and bankers.

New

Import from Dropbox, Box and more

Upload from your desktop, or import whole folders into a deal's data room, structure intact, and sync new files.

All products.

New

Document Review Tracking

Assign files, mark them reviewed, and see progress by person.

For law firms.

New

Highlighted Field Preview

Pick the provisions that matter and see them highlighted in color in every document.

For law firms and bankers.

The work behind every deal, done faster.

  • Ask anything. Query financials, contracts and other files in plain English, with the sources listed under every answer.

  • A secure data room. Store thousands of files, let AI sort them, and control who sees each folder.

  • Your files, connected. Upload from your desktop, or import from services such as Dropbox, Box, Google Drive or SharePoint.

A plain-English question about a deal answered by MergerAI, with its sources
What took me 30–40 hours, the system did in 30 minutes.
Jeffrey SmithJeffrey SmithBusiness Broker, Crossroad Transactions

Try a single tool.

Not ready for the full platform? Start with one tool. Each includes a 5-day trial.

See pricing

Decrypt Compliance SOC 2 Type II badge

SOC 2 compliant. Your data stays yours.

MergerAI is independently audited to SOC 2 standards, so sensitive deal data is protected and confidential information stays private. Your data is never used to train AI models.

See it on your own deal.

We'll show you how MergerAI saves your team hours on every deal.

Book a demo