From AI Experimentation to the New Deal Team

For much of the past two years, AI adoption in M&A has been defined by experimentation. Individual dealmakers have tested tools for research, document review, summarization, modeling support and investment thesis development, finding new ways to accelerate work that once consumed hours.

Where Will the AI Moat Live?

Models vs. Applications vs. Integrators vs. Proprietary Data & Workflows: Where Durable Competitive Advantage Can Exist for Investors and Portfolio Companies

Cheap Intelligence, Expensive Dependence

How Imported AI Can Raise Productivity While Tightening the External Constraint

The $16.3B Take-Private, AI’s M&A Takeover, and Saudi Private Credit

AI Is Rewriting the Dealmaker’s Job Description

For decades, much of the dealmaker’s edge came from the ability to process more information, move faster through diligence, build better target lists and keep track of hundreds of details across a transaction.

Private Capital Is Funding the AI Buildout. Rates Still Decide the Math.