​Exploring How AI Is Reshaping Deal Sourcing, Diligence, and Decision-Making in ETA

​Artificial intelligence is reshaping how entrepreneurs source, evaluate, and close deals—and ETA is no exception. Whether it’s using AI to find better targets, streamline diligence, or unlock operational insights, the tools are evolving fast, and the impact is already real.

​This panel brings together operators, investors, and tech leaders who are building and applying AI solutions across the ETA landscape. We’ll dig into how AI is changing the game today—and where it’s headed next.

​We’ll cover:

• ​How AI is transforming deal sourcing and accelerating search timelines.

• ​Using AI to assess financials, diligence data, and operational red flags faster.

• ​The limits of AI—where human judgment still matters most.

• ​Emerging AI tools built specifically for ETA and SMB acquisitions.

• ​How experienced buyers are blending tech and instinct to make smarter calls.

​Whether you’re just starting your search or already deep in diligence, you’ll leave with practical insights, real examples, and a clearer view of how AI is shaping the future of acquisitions.

​Our panelists:

​Kjerstin Erickson, Partner & CEO @ Arising Ventures

Harry Ratcliff, Co-founder @ DealSage

George Wellmer, Founder @ Tupelo

Moderated by Josh Levine — Co-Founder/CEO @ Thorian AI

​​First Internet Bank: One of the nation's fastest-growing preferred SBA lending banks. Leader in small business finance, offering industry leading expertise and customer service. Contact: Jared Johnson

​Appletree Business Services: A Professional accounting advisory partners for small businesses and the ETA Community from LOI to Exit. Services include QofE, bookkeeping, payroll processing and tax services. Contact: Patrick Dichter

​​Oberle Risk Strategies: Specialty insurance brokerage providing industry leading services and complimentary due diligence assessments of commercial insurance and employee benefits needs. Contact: Search Fund Team