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ChatGPT and Perplexity across 3 M&A areas: NewCo MidCap speeds up its deal process
AI training for M&A: NewCo MidCap's teams discover ChatGPT, Perplexity and other tools to simplify their processes and speed up their deal flow.



AI Sisters supported NewCo M&A MidCap, a key player in mergers and acquisitions for wealth management firms, in adopting generative AI. This AI training for M&A introduced the teams to ChatGPT, Perplexity and other tools to simplify their processes, boost their productivity and deliver an ever more effective service to their clients. A boutique specialising in the MidCap segment, NewCo supports its clients through the strategic stages of a sale, acquisition or fundraising.
Turning repetitive tasks into M&A efficiency gains
The challenge: show how generative AI tools can turn repetitive tasks into opportunities for efficiency and added value for M&A teams. Integrate these tools into internal processes: analysing complex financial data, reviewing NDAs, drafting client replies.
A demanding MidCap boutique
Tailored support for clients on sales, acquisitions and fundraising: no room for approximation.
Comparable multiples to identify
Speeding up the identification of comparable multiples and sharpening acquisition analyses.
NDAs and legal documents
Fast review of NDAs and other common M&A legal documents.
Personalised client replies
Help drafting high-quality client replies at short notice.
Our AI training for MidCap M&A
A programme structured around 3 key areas of transformation for the NewCo teams.
Area 1 - Comparable multiples & benchmarking
Identifying comparable multiples with Perplexity AI to get up-to-date data (EBITDA, P/E, etc.) in seconds and assess opportunities faster.
Perplexity AI
Area 2 - Financial data analysis
Analysing complex financial data faster for sale and acquisition work.
Area 3 - Legal documents & client replies
Faster NDA review and help drafting structured client replies.
ChatGPT
MidCap M&A productivity
Turning repetitive tasks into opportunities for efficiency and added value for deal teams.

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AI use cases for MidCap M&A
Concrete cases activated during the training.

Comparable multiples & benchmarking
→ Identifying comparable multiples with Perplexity AI
→ Up-to-date data (EBITDA, P/E) in seconds
→ Faster assessment of targets
Financial analysis
→ Analysing complex financial data
→ Faster deal preparation
→ Decision support for sales and acquisitions
Legal documents
→ Fast NDA review
→ Reading common M&A legal documents
→ Identifying critical points
Client replies
→ Drafting assistance
→ Structured, personalised replies
→ Time saved for deal teams
Results of the NewCo AI training
Before and after the session


Before: Repetitive, demanding M&A tasks. Comparable multiples, NDAs, client replies: everyday M&A work, in a MidCap boutique with no room for approximation.
With AI Sisters: Three areas of work on ChatGPT and Perplexity. Multiples benchmarks, financial analysis, NDAs and client replies: practical cases worked on during the session.
areas of MidCap M&A transformation
signature tools (ChatGPT + Perplexity AI)
employees trained
Looking for AI training tailored to M&A roles?
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NewCo M&A MidCap is a key player in mergers and acquisitions for wealth management firms. A boutique specialising in the MidCap segment, NewCo offers its clients tailored support through the strategic stages of a sale, acquisition or fundraising.
A programme built around your roles and your tools, pre-audit included.
Got it. An AI Sisters expert will email you to plan your AI training.
Your email didn't go through. Check the address, or write to us at contact@aisisters.ai.
An expert will reply to scope your AI training, with no commitment.

“Great training and a very practical audit: we are already seeing tangible gains.”
“AI Sisters supported 150 Webedia employees with truly exceptional shows and workshops. Extremely hands-on, and the productivity gains are already very measurable.”

“Two brilliant training sessions with AI Sisters. Titouan was excellent: highly personalised, relaxed and accessible. The team demystified a subject that seemed so complex. Thank you!”

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“An unforgettable experience: dynamic, practical and directly useful day to day. The teams are still talking about it!”

“A very dynamic, practical day, perfectly suited to our challenges. The teams came away with tools and ideas to put into practice the very next day.”

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