AI · US · $2B AUM
- Client
- A US-based AI holding company and venture studio with $2B AUM, and an AI research lab
- Practices
- Strategy
- Operations
- M&A
Strategy, operations and buy-side M&A for an AI holding company and an AI research lab
The holding company builds and invests in AI-native companies. Leadership needed senior support across executive communication, investor materials and an active acquisition program. We embedded with the team across both organisations.
Strategy & insights
- Executive decks and market insights for leadership
- Investor pitch deck
AI-powered insights
- Custom AI agents for data insights
- AI-assisted work on investment theses
Buy-side M&A
- M&A strategy, investment thesis and mandate
- Acquisition lead generation
- Valuation of shortlisted targets
- Negotiations with sellers, brokers and bankers