AI consultancies for M&A / PE ?

Hi, 

Anyones knows actors helping deal makers implement AI properly ? Or discuss strategy ?

My M&A boutique is looking for someone but don't wanna pay 300k at McKinsey...

Any ideas ?

Thanks,

4 Comments
 
Most Helpful

How large is your team?

We’ve had AI consultants in our PortCo, but it’s such a young field that I’m increasingly skeptical of large transformational projects. I’ve also brought in the CEO of a startup, who is in the weeds, at a fixed day rate. In three days, he gave us more to implement than the entire consultancy team managed in months, at a fraction of the cost.

I’d consider dipping your toes in first. Starting a big transformational project now risks locking you into methods that are already becoming redundant. First there was prompting, then skilling and harnessing, and now looping. In three months, there will be something new.

Start by looking at processes at the junior level. The more technically proficient that layer of the organization is, the faster they’ll adapt as the tooling changes. I doubt many people 50+ in finance will become proficient at this unless they have a genuine interest in new technology. Banking is, by default, full of conservative, risk averse people. Your biggest hurdle is not tech, but people using it. 

I don't know... Yeah. Almost definitely yes.
 

Never heard of them. I’d be mindful that most of the productivity gains in those case studies are fairly easily attainable with the right tools. It’s relatively straightforward to scrape databases like Mergermarket for deals, then put a Claude layer on top to build a buyers list in an hour instead of 7.

Same with the LBO case studies. You could argue that feeding your previous LBO models and formatting into Shortcut, or any of the other 100 Excel tools out there, would increase productivity 5x almost instantly. 

Nothing against the firm, but if you are not using Claude Enterprise internally yet, you do not know what you are missing. Start there.

I don't know... Yeah. Almost definitely yes.
 

Alias voluptates voluptate unde est dicta. Velit exercitationem non qui nihil veniam animi. Enim similique qui nostrum quidem perspiciatis est vel. Consectetur repellat et ut soluta magni.

Natus blanditiis dolorum autem architecto. Enim dolorem ut culpa quia non. Non deserunt quis laboriosam veniam est rerum minus. Recusandae vero quia sint ducimus.

Fuga saepe enim quia qui. Dolorem est id ad quasi. Quos possimus quia impedit id quisquam a nostrum. Quas enim deserunt molestiae velit omnis et assumenda odio.

Sint dolor et ad qui quia exercitationem iure quis. Ipsum itaque beatae odit ut eius. Fugit asperiores quia minima aut atque. Expedita molestiae est accusantium excepturi sit.

 

Blanditiis ut et voluptatem neque architecto voluptatum. Possimus quis placeat amet hic reiciendis provident laboriosam alias. Explicabo omnis quia possimus aspernatur sed. Atque autem alias laborum. Corporis deserunt excepturi esse sunt officiis veritatis tenetur. Explicabo ut explicabo a occaecati.

Veniam excepturi occaecati et cupiditate cumque. Et voluptas repudiandae quae voluptate. Quae velit beatae repellat corporis aliquam tempora.

Ipsum alias ipsum maiores est eaque fugiat. Repellat ut distinctio voluptatem. Et vel sint vel vero in id sunt. Quas sit vero quidem ab sequi.

Career Advancement Opportunities

September 2026 Private Equity

  • The Riverside Company 99.6%
  • Blackstone Group 99.3%
  • KKR (Kohlberg Kravis Roberts) 98.9%
  • Warburg Pincus 98.5%
  • Vista Equity Partners 98.1%

Overall Employee Satisfaction

September 2026 Private Equity

  • Blackstone Group 99.6%
  • KKR (Kohlberg Kravis Roberts) 99.3%
  • The Riverside Company 98.9%
  • Ardian 98.5%
  • Warburg Pincus 98.1%

Professional Growth Opportunities

September 2026 Private Equity

  • Bain Capital 99.6%
  • The Riverside Company 99.3%
  • Blackstone Group 98.9%
  • Starwood Capital Group 98.5%
  • KKR (Kohlberg Kravis Roberts) 98.1%

Total Avg Compensation

September 2026 Private Equity

  • Principal (9) $653
  • Director/MD (24) $547
  • Vice President (100) $364
  • 3rd+ Year Associate (106) $280
  • 2nd Year Associate (235) $272
  • 1st Year Associate (414) $231
  • 3rd+ Year Analyst (33) $157
  • 2nd Year Analyst (97) $134
  • 1st Year Analyst (273) $126
  • Intern/Summer Associate (39) $80
  • Intern/Summer Analyst (357) $61
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
CompBanker's picture
CompBanker
98.9
6
dosk17's picture
dosk17
98.9
7
GameTheory's picture
GameTheory
98.9
8
DrApeman's picture
DrApeman
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”