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ACG CTO Circle Event - How AI-Readiness and Tech Due-Diligence Are Impacting M&A Valuations

Published on November 1st, 2023


Wednesday, Nov 8, 2023

8:30 AM - 12:00 PM PST


Microsoft Silicon Valley Campus

1045 La Avenida Street


This is an in-person, invitation-only, workshop for M&A professionals and their portfolio companies to learn how Implementing AI into an existing portfolio company can impact its valuation. We will dive deeper into areas such as AI-implementation, AI-Readiness, AI-value drivers, AI-Integration, AI-Cybersecurity, and AI-Tech-Health assessments and how they play a crucial role during pre-merger valuations and post-merger integrations.

Our expert panel of speakers will include industry leaders and technology professionals who will share their insights and experiences on using technology assessments to de-risk acquisitions and right-size valuations during the due diligence process. Next, they will share how AI is able to improve profitability by optimizing operational performance post-merger during the integration phase of the M&A process.

Additionally, stay for lunch and an in-person workshop. We’ll have AI experts show you how easy it is to deploy ChatGPT in your business. You’ll walk away understanding how easy it is to set up an AI prompt & response model to drive insightful answers to your own business processes.


  • Date: November 8, 2023

  • Panel Discussion: 8:30 AM – 11:00 AM PT

  • Lunch and AI walk-through: 11:00 AM - 12:00 PM PT

  • Location: Microsoft Silicon Valley Technology Center - 1045 La Avenida St, Mountain View, Ca 94043

  • Dress: Business casual

  • Amenities: Continental breakfast, Guest Wi-Fi, free parking, EV charging, technology center tour, and lunch


  • 8:30 AM: Doors open for breakfast

  • 9:00 - 9:50 AM: Fireside chat on valuation trends created from AI-embedded companies, products, and services

  • 9:50 - 10:00 AM: Q&A and break

  • 10:00 - 10:20 AM: Small group discussions on the possibilities of AI in your business

  • 10:20 - 10:40 AM: Expert Talk - Adding these AI checklist items into your due diligence processes

  • 10:40-10:50 AM: Group talk about the AI checklist during both pre & post merger

  • 10:50 - 11:00 AM: Highlight future events and next steps

  • 11:00 AM - 11:30 AM: Expert Talk - Hands-on ChatGPT deployment demonstration

  • 11:30 AM - Lunch, Microsoft tour, and networking for those who stay



For More Information


Shawn Flynn is a Principal at Global Capital Markets, a premier middle-market investment bank with a global presence. Shawn has expertise in mergers and acquisitions, capital markets, financial restructuring, and secondaries. He speaks Mandarin and is the host of the award-winning Podcast The Silicon Valley Podcast. Connect with him on LinkedIn.

Shawn Flynn, Principal

Tel (415) 578-1445 Ext. 4

About Global Capital


As a middle market investment banking boutique, Global Capital provides mergers and acquisition advisory services, access to corporate debt and equity capital, and strategic advisory services to successful middle market companies. For over twenty five years, our team has offered companies a unique blend of sophisticated financial expertise and access to the global marketplace of buyers, sellers and financiers.

Catalysts for Corporate Finance Worldwide ©2023 Global Capital Markets, Inc. All Rights Reserved.

Securities offered through GCMI Securities Corp., member FINRA and SIPC, and a subsidiary of Global Capital Markets. Please reference GCMI Securities Corp. and its team at


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