Market Intelligence Report

Investment Bankers
In the AI Era

We’ve surveyed 150 investment bankers across 6 countries to capture what's actually happening with AI on M&A transactions.

The 4 Types of Banks, see where your bank stands and how it compares to peers.

The 4 Types of Bankers, discover which one you are

Real Adoption Data, what actually works across the M&A lifecycle versus what's still aspirational.

About THIS REPORT

Benchmark yourself against the market

AI adoption is nearly universal, but no clear strategy has emerged yet. Some banks aim to remove junior staff entirely, others test so extensively it consumes more time than it saves, and shadow users bypass approved tools altogether.

The model hierarchy changes every month — firms locked into six-month contracts watch competitors use better tools they cannot access.

150

BANKER SURVEYED

6

COUNTRIES

10

QUESTIONS

100%

Focus on Execution

"We don't just sell software. We provide the market intelligence dealmakers need to stay competitive."

Inside the Report

LLM Preferences

Which models bankers actually use — and why the ranking keeps changing every month. A hierarchy that no one expected

The Confidentiality Question

Clients are asking harder questions about data security. Most banks don't have a satisfactory answer yet.

The Hallucination Problem

The types of errors that keep showing up in deal work and the methods practitioners have developed to manage the risk.

Investment BankersIn the AI Era

Benchmark yourself against the market

150

6

10

100%

Investment Bankers
In the AI Era