Deal Velocity: How Agentic AI Changes the M&A Game

In investment banking, speed can be the difference between winning a mandate and losing it. But complex data gathering, lengthy due diligence, and scattered communications can slow deal progress to a crawl.

Agentic AI, powered by Salesforce Agentforce, is changing that.

The New Standard in Deal Execution

Unlike traditional AI, which responds to queries, Agentic AI can reason, plan, and execute multi-step tasks autonomously—keeping deal teams a step ahead.

Practical Use Cases for IB Teams

• Deal Sourcing: Agents scan M&A databases, financial news, and CRM data to identify and score new opportunities.

• Due Diligence: Agents pull, organize, and summarize financial, operational, and market data from multiple sources.

• Client Updates: Agents prepare and distribute real-time pipeline and progress reports to stakeholders.

Integration for End-to-End Visibility

Agentforce connects directly to your CRM, data rooms, and market intelligence tools, creating a single AI-powered command center for the entire deal cycle.

Faster, Smarter, More Secure

With BlackRhino’s governance-first approach, every Agentforce action is traceable, compliant, and secure, ensuring client confidence while accelerating execution.

BlackRhino. Agentic AI. Real-World Impact.