due diligence

Walk into any investment bank or private equity shop today, and you’ll hear growing excitement about the potential of artificial intelligence for deep research reports. Yet dig deeper, and you’ll often discover that many firms are still relying on general-purpose tools like Microsoft Copilot for tasks that require specialized financial intelligence. The gap between AI’s […]

The fundamental issues in dealmaking haven’t changed in years: identifying the right opportunities before competitors and winning the trust of your client. This won’t change, even as tools and markets evolve. So how do the best bankers consistently get ahead of the curve and position themselves to win important mandates? Top bankers consistently get ahead […]

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 […]

The classic due diligence process, a bedrock in corporate development, has long demanded legal, financial, and operational analysis to minimize risk and reveal valuable insights. This traditionally manual and time-intensive process often requires gathering documents, verifying financial statements, investigating legal liabilities, and analyzing countless other data points. Both resource- and labor-intensive, due diligence involves team […]