AI & PE: The Future of Value Creation

This week, Kyle takes a seat on the other side of the mic as a guest on ParkerGale's Private Equity FunCast. Together with host Devin Mathews, they dig into how AI is actually impacting middle-market private equity companies, function by function - what's real and what's hype, and Accordion has the data to tell the difference. Kyle's boldest call: the Office of the CFO is facing it...

What does it actually mean to be AI-ready at exit - and how has that bar shifted in just the last 12 months?  Kyle Roemer sits down with Giacomo Sonnino, Advisory Director at Charlesbank, to unpack what buyers are looking for today and what separates differentiated companies from ones just keeping up. Giacomo breaks down three levels of AI value creation, why companies stuck in pilot purgatory are...

Is SaaS dead? The answer is more complicated than you think. Kyle Roemer and Adam Silverman break down the AI disruption reshaping SaaS - and what PE firms need to understand right now. As of early 2026, one question is dominating every client conversation: will AI disintermediate the software businesses PE has spent decades building and investing in? Kyle and Adam dig into what's actually hap...

Most conversations about AI adoption rely on surveys, stock market swings, or expert opinions. Ara Kharazian, Lead Economist at Ramp, has something better: real transaction data from thousands of businesses showing exactly where, how, and how much companies are actually spending on AI. Ramp's position as a corporate card and spend management platform gives Ara access to line-item receipt data...

In this episode, Kyle Roemer, Steve Jones, Bryce Baker, and Justin D’Onofrio discuss how AI is being applied inside existing CRM and FP&A systems to drive real business value. The conversation explores practical use cases in platforms like Salesforce and modern financial planning tools, from improving sales workflows and forecasting to automating analysis and decision support. Their discussion...

In the latest episode of AI & PE: The Future of Value Creation, Kyle Roemer is joined by Adam Silverman for a download on the biggest AI developments impacting private equity right now. They break down three major shifts: Developers are becoming AI architects - moving from handwriting code to designing, supervising, and quality-controlling agent-driven systems The transition from agentic to am...

In this episode, host Kyle Roemer is joined by Adam Silverman to break down his 2026 predictions for how AI will reshape private equity workflows. Adam argues that everyone inside PE firms will be using agents, as the shift moves from tools that answer questions to systems that take action. That evolution comes with behavioral changes too: typing will start to phase out, with voice and dictation m...

In this episode, host Kyle Roemer is joined by Miles Rowland who leads data and AI initiatives for Searchlight Capital’s value creation team. Together they discuss a clear, practical framework for AI maturity: moving from basic chat tools to AI connected to your data, to agents that take action, and ultimately to ambient AI operating quietly in the background. Miles unpacks how AI is reshaping the...

In the debut episode of AI & PE: The Future of Value Creation, host Kyle Roemer speaks with Ash Pembroke, Accordion Managing Director focused on AI strategy and value creation, about how PE-backed portfolio companies are already using AI to scale, streamline operations, and accelerate portfolio growth. Ash shares practical advice for CFOs and sponsors on where to invest their AI dollars, how t...