AI

Lower valuations, corporate carve-outs and resilience to AI disruption are opening up medtech to buyout firms after years of limited access.

The institutional capability to convert an investment thesis into excess returns and sustainable enterprise value is the defining differentiator in PE performance, argue EFESO’s Andrea Mantegazza and Fabian Rodriguez.

Longer PE timelines, complex transactions, a difficult exit environment and the rise of AI are upending sponsors’ value creation priorities, say KPMG’s Brett Shisler and Carole Streicher.

As private markets become more data-rich, managers need to shift from gathering and reporting it to using it to improve performance, says Karine Litou, head of private capital at BNP Paribas’ Securities Services business.

Every portfolio company is investing in AI, but creating value from that can prove easier said than done, according to Bain & Company’s Brian Kmet, Benjamin Cooke and Roger Zhu.

From deal origination onwards, operating teams are increasingly contributing to thinking about the next buyer.

SingleSpoke plans to apply AI to traditional mom-and-pop businesses, starting tech-forward platform companies and using M&A to add on legacy players.

SingleSpoke plans to apply AI to traditional mom-and-pop businesses, starting tech-forward platform companies and using M&A to add on legacy players.