Research & insights

Track individual transactions, from disclosed facts to operating changes.

30 articles

Sort

Penta ramps up CellPoint: after USD 34,000,000 financing, puts AI decision engine into airline payment P&L

Acquisition caseSeptember 22, 20265 min read

Stockdale × Zinq AI: Integrate USD 3,000,000,000 real‑estate private equity into a unified AI operating layer

Acquisition caseSeptember 22, 20264 min read

Hg × Anthropic expands strategic partnership: 1,600 AI projects corresponding to USD 260,000,000 budget EBITDA impact

Acquisition caseSeptember 21, 20264 min read

DFO × Sequence to privatize Baldwin for USD 7,700,000,000: loading engineers and long‑term capital into an insurance brokerage cash flow

Acquisition caseSeptember 21, 20267 min read

QIA establishes Doha Investment to centrally manage 45 state-owned enterprises: the sovereign fund begins building a national-level operating platform

Case studySeptember 21, 20266 min read

Wonder: The restaurant industry is seeing the emergence of an FDE-style engineering system

In-depth reportSeptember 20, 202612 min read

PAG × Wanda: FDEPE Transformation Plan

In-depth reportSeptember 19, 202615 min read

AI PE Fund Acquires Traditional Cash Flow: Recompiling Legacy Organizations into AI‑Native Companies Using Control Rights

In-depth reportSeptember 19, 202618 min read

Coforge launches PE × AI execution framework: pre‑investment due diligence directly generates a 100‑day plan, post‑investment priced according to autonomy level.

Acquisition caseSeptember 18, 20269 min read

Beacon buys Haize Labs: turning the AI roll-up into a central AI Operating System across 45 companies

Acquisition caseSeptember 17, 20267 min read

Vector Capital elevates AI transformation to a GP‑level Value Creation function.

Acquisition caseSeptember 17, 20266 min read

Bain dissects the AI value paradox in private equity: compressing 30 scenarios into 4 revenue‑linked processes, delivering 2030 EBITDA plus 40%–50%.

Acquisition caseSeptember 16, 20267 min read

EQT sells Ontinue: carve-out separated, 3 platforms combined into 1 AI-native platform, with size roughly doubling during the holding period.

Acquisition caseSeptember 16, 20267 min read

Silversmith backs Vantora: building AI-native ventures inside industrial firms, where the company is both the first customer and a shareholder

Acquisition caseSeptember 16, 20267 min read

Ardian × JAKALA: GP with USD 200,000,000,000 AUM turns 30 years of transaction memory into an Agent, reducing investment document drafting time by 70%+.

Acquisition caseSeptember 14, 20269 min read

Bending Spoons acquires Miro for $1.355B: AI writes 90% of the code, per‑capita revenue up 129% over two years for the “public‑market AI‑native PE”.

Acquisition caseSeptember 14, 20268 min read

Morgan & Morgan ten-year investment of $1B to build AI platform MX2: a firm with 1,100 lawyers, planning to sell the platform to peers starting 2027.

Acquisition caseSeptember 14, 20268 min read

Carlyle × Exiger: post‑investment AI re‑architecture compresses the 3‑year, USD 180,000,000 budget to 4 months USD 20,000,000

Acquisition caseSeptember 11, 20268 min read

Acrisure launches Auris AI: after roughly 1,000 acquisitions, it compresses the post‑investment integration period from 12–24 months to about 3 months.

Acquisition caseSeptember 10, 20268 min read

American Securities holds Hexion: about $300M EBITDA improvement over three years of operational transformation, AI has entered the procurement‑production‑pricing closed loop.

Acquisition caseSeptember 10, 20267 min read

Silver Lake merges its two majority‑owned companies into a 10,000,000,000 AI platform; TPG’s Lyric completes a full Buy → AI transformation → Exit loop.

Acquisition caseSeptember 9, 202611 min read

EQT acquires a controlling stake in McGill and Partners for USD 2,000,000,000: buying a professional services firm that is already partially AI-native.

Acquisition caseSeptember 4, 20268 min read

MathCo is fully switching to an AI-native operating model: adding 2,000+ AI positions over four years, with a clear expansion of FDE.

Acquisition caseSeptember 2, 20268 min read

Partners Group quantifies portfolio AI transformation at the fund level for the first time: about USD 170,000,000 EBITDA opportunity and USD 2,500,000,000 value increment.

Acquisition caseSeptember 2, 20268 min read

Evergreen’s Pine: 18 operating companies share a single AI operating system instead of each doing its own projects.

Acquisition caseSeptember 1, 20268 min read

Clearlake × Google Cloud: Post‑investment methodology + dedicated AI Labs, turning AI into GP‑layer infrastructure

Acquisition caseAugust 27, 20266 min read

Hg has turned AI transformation into a replicable post‑investment capability: CINC launched a product in three months, and annualized customer‑service costs fell by about USD 2,000,000.

Acquisition caseAugust 27, 20269 min read

Mubadala acquires Arrive Logistics: value creation shifts from “how many people to cut” to “how large a scale one person can manage”

Acquisition caseAugust 27, 20267 min read

WiseTech acquires e2open: splitting M&A synergies into “traditional synergy” and “AI synergy” two curves

Acquisition caseAugust 21, 20268 min read

PE begins building its own AI transformation platform: Blackstone/H&F's Ode and TPG's DeployCo

Acquisition caseAugust 20, 20269 min read