01
Agentic AI, in plain language
What a digital deal assistant is, how it differs from a chatbot, and the two lines it must never cross.
A PRACTICAL GUIDE · FOR AUSTRALIAN DEAL ADVISERS · 2026
The mergers and acquisitions guide to agentic AI.
From a flood of buyer enquiries you cannot answer in time to a digital deal assistant that qualifies every one, gates every confidence, and knows exactly where the advice line sits.
22 min read · 35 pages · Published June 2026
Inside this guide.
12 sections, roughly 22 minutes end to end.
02
A day on the deal desk
The hidden cost of a mandate going live, told the way an adviser actually lives it.
03
The five jobs a digital deal assistant does best
Where an AI voice agent earns its place in a deal process.
04
What a slow, manual process really costs
The four quiet leaks, totalled.
05
Confidentiality, licensing and the line you never cross
The advice boundary, the confidence boundary, and how both are enforced.
06
Under the bonnet
How a digital deal assistant actually works, in six parts.
07
Before you switch it on
The groundwork that makes the difference, mapped per mandate.
08
Building the business case
An illustrative model for returned hours and protected deal flow.
09
What you don't need
The myths worth retiring before you start.
10
In practice
Three composite firms and what changed.
11
Questions advisers ask
The honest answers to the common ones.
12
Your first seven days
A short, concrete path to a live deal assistant.
3 case studies.
Composites drawn from real deployments. Names abstracted, patterns real.
Sell-side advisory
The overnight enquiry, kept.
“Within the first mandate the buyer log, which used to be rebuilt by hand before every pipeline meeting, kept itself, and the director could finally see who was real, who had signed, and who had stalled.”
Business broker network
One front desk for every listing.
“Enquiries were handled differently by each broker, and the confidentiality gate was only as strong as the busiest person's afternoon. The agent gave the network a single, consistent intake: it qualifies every enquirer, holds the teaser-to-NDA sequence the same way every time, and routes qualified buyers to the listing broker.”
Search fund
The discreet first contact, handled.
“Many call back when it suits them, often after hours, and a voicemail kills the moment. The agent now takes that first call discreetly, explains who is asking and why, captures the owner's situation, and books a conversation with a principal when there is genuine interest.”
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