AI

Activity slowed in the first quarter as AI disruption, private credit pressures and geopolitical uncertainty weighed on the market, according to Bain & Company’s latest PE report.

While some software businesses are poised to become stronger on the back of a wave of AI innovation, there will be others that suffer or become obsolete, says managing director Jeff Keay.

Discussing the platform and M&A opportunities firms see in the pharmaceutical and life science sector; a look at Eir Partners’ investment in a life sciences data analytics company; insights from a conference hosted by Houlihan Lokey on what’s needed to leverage AI to help businesses thrive in the era of disintermediation.

Family offices are becoming catalytic capital providers via direct investments, co-investments and thematic platforms, writes Steven Thayer of Ice Miller.

Return information from the expected sale of Equiniti, a Siris Capital Group portfolio company, with insights from Siris co-founder and managing partner Frank Baker; how rising demand for remote healthcare is drawing private equity to invest in telehealth; a look at Mubadala Investment Company’s minority investment in Power Factors.

Juniper Square’s Brandon Rembe explains why private fund managers need to rebuild their operating model around AI, and how to take the first step.

The three venture firms were the first investors in the AI chip company, which raised a $27m Series A round in 2016.

Tech companies with additional strengths such as a deep grasp of end-markets are more resilient to AI disintermediation, says the Battery partner.