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Panel

AI in M&A and Financing Strategy

Hosted by Workbar Needham

Tuesday, September 22, 2026

5:00 PM–8:00 PM ET

About

An evening for dealmakers and finance leaders just outside the city, built around two panels. The first looks at AI inside the deal itself: sourcing and target screening, diligence, valuation, and post-close integration. The second looks at capital: how investors and lenders underwrite AI companies, and how CFOs fund AI initiatives without overcommitting. Moderated conversation, direct questions from the room, and time to connect afterward. Who should attend: Private equity and venture investors, corporate development, CFOs and finance leaders, investment bankers, M&A attorneys, and founders weighing an exit. Speakers: TBA Getting there: Free on-site parking. Directly off Route 128 / I-95.

Agenda

5:00 PM · Doors, refreshments, networking 5:30 PM · Welcome 5:40 PM · Panel 1 — AI in M&A 6:25 PM · Break 6:35 PM · Panel 2 — AI and Financing Strategy 7:20 PM · Audience Q&A 7:35 PM · Networking 8:00 PM · Close

Host

Workbar Needham

Location

Workbar Needham

117 Kendrick Street, Suite 300, Needham, MA 02494

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  • Business Strategy
  • Finance
  • M And A
  • Networking
  • Business