Investing in the right AI use cases is crucial for a company’s growth and exit value. A portfolio company’s success in data, automation and AI/ML depends on an enterprise-wide approach focusing on high-ROI solutions and building data literacy and a culture of continuous improvement.

With the rise of AI, our private equity clients are seeking cross-functional experts in data, automation and AI/ ML to evaluate AI/ML readiness and implement high-ROI use cases throughout the M&A lifecycle. A readiness framework ensures strategic alignment, risk mitigation, ethical use, data optimization and change management for employees. Private equity firms’ value advisors, who validate their data and AI/ML readiness and ensure use cases like deal sourcing and order-to-cash automation, have a direct impact on revenue or EBITDA. As a result, they engage us for readiness services during or shortly after acquiring a portfolio company.

A portfolio company should manage cyber and regulatory risks and capitalize on value creation opportunities throughout the hold period, strengthening their exit story for potential buyers.