Institutionalizing Innovation in Value Creation and Private Equity

The Sourcing Machine Nobody Audits: What AI Deal Origination Actually Changes ai in pe deal sourcing origination proprietary deal flow underwriting value creation Oct 19, 2026

Every mid-market fund now runs some version of the same pitch internally. We will use AI to widen the funnel. We will screen more companies, faster, on more signals, and we will find the ones our comp...

The Sponsor-to-Sponsor Trap: When Buying From Another PE Firm Costs More Than It Should deal sourcing pe deals secondary buyout sponsor to sponsor underwriting value creation Aug 06, 2026

Roughly half of mid-market private equity transaction volume in 2026 is sponsor to sponsor. The buyer is a private equity firm. The seller is a private equity firm. The asset has been through one or m...

Reading the CIM Between the Lines: What Sellers Are Telling You Without Saying It cim confidential information memorandum deal sourcing pe diligence sell-side signals underwriting Aug 03, 2026

The Confidential Information Memorandum is the most carefully written document any seller produces during a sale process. Every word is chosen. Every chart is selected. Every metric is framed. Every p...