Private equity has spent eighteen months funding AI initiatives across portfolio companies, and a real allocation question is now coming into focus. Not whether to invest in AI. The question is no lon...
Every board meeting in 2026 contains the same scene. The chair turns to the CEO and asks the question that has now become ritual. What is your AI strategy? The CEO produces a slide. There is a vendor ...
Walk into a typical mid-market private equity firm in 2026 and you will find a team that includes investment professionals, operating partners, finance and accounting staff, investor relations, and an...
For most of the modern private equity era, the grammar of the business was financial. Price the asset correctly. Structure the deal cleanly. Layer in the right capital structure. Align management ince...
AI has produced visible step changes in several industries over the past five years. Insurance underwriting accuracy has improved measurably. Fraud detection in payments has gotten dramatically better...
The most expensive sentence in private equity right now is, what is your AI strategy. Not because the question is wrong, but because the answer almost always describes a stack of vendor tools rather t...
A hard-nosed field guide for saying no to AI until it can actually move EBITDA, cash, or customer behavior
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Everyone is leaning into AI. That does not make every AI initiative smart. In a market wh...
