Identifying opportunities before competitors and winning client trust continue to be the fundamental challenges in dealmaking. Top bankers excel by leveraging deep industry insight to spot strategic transactions early, then positioning themselves as indispensable partners rather than mere intermediaries. Success comes from combining proprietary research capabilities with strategic thinking to present clients with visions they […]
While markets have been accelerating at a breakneck pace, at least overall, some corporate development teams are still wading through mountains of documents, financial statements, and regulatory filings like it’s 1995. But that’s changing fast, and the catalyst isn’t another spreadsheet upgrade or project management app. It’s generative AI. Welcome to the new reality of […]
Forget everything you’ve heard about artificial intelligence (AI) stealing Wall Street jobs. The real story isn’t about employee replacement, but a potential skills renaissance. While the financial press has been fixated on a dystopian portrayal about machines taking over trading floors, something far more interesting is happening in the trenches of investment banking. Analysts aren’t […]
As America gears up for another spectacular 4th of July celebration, most people are thinking about barbecues, parades, and which rooftop offers the best view of the evening show. But behind every burst of color lighting up the night sky lies a surprisingly sophisticated $2.9 billion global industry that is quietly revolutionizing itself with cutting-edge […]
The dealmaking game just got a major upgrade, and it’s happening faster than most investors realize. While everyone’s been talking about artificial intelligence (AI) in abstract terms, a new breed of AI is quietly revolutionizing how deals get researched, analyzed and executed. No, not your typical chatbot or data-crunching tool; we’re talking about autonomous AI […]
Research reports that used to take weeks? Scholar does them in minutes. Cyndx’s new AI-powered tool, Scholar, is here — and it’s ready to supercharge every research team’s workflow. Designed specifically for the financial services world, this generative artificial intelligence (GenAI) tool dives deep into both Cyndx’s proprietary database and trusted external sources to deliver […]
A decade ago, corporate development teams lived in spreadsheets and war rooms, hunched over acquisition models and pitch decks like financial cartographers mapping the next big acquisition. Strategy was linear, data was static, and artificial intelligence sounded more like sci-fi than a serious business tool. Fast forward to today, and those same teams are being […]
For decades, accounting firms were viewed as the buttoned-up corner of the professional services world — dependable, discreet, and rarely disruptive. But that’s exactly why private equity is suddenly interested. In a surprising twist that’s shaking up the financial sector, dealmakers are setting their sights on one of the least likely hotspots for innovation: CPA […]