NewCo M&A MidCap is revolutionizing its approach with AI: the impact on team performance

As part of our artificial intelligence training, we had the pleasure of supporting NewCo M&A MidCap, a key player in mergers and acquisitions for wealth management firms, in the adoption of generative AI.

As a store specialized in the MidCap segment, NewCo is distinguished by its ability to offer tailor-made support to its customers during the strategic stages of sale, acquisition or fundraising. This AI training allowed their teams to discover tools like ChatGPT, Perplexity, and others, in order to simplify their processes, optimize their productivity and offer an ever more efficient service to their customers.

AI training for concrete and measurable results

The main objective of this training was to show how generative AI tools can transform repetitive tasks into opportunities for efficiency and added value. NewCo teams have thus learned to integrate these tools into their internal processes, whether it is to analyze complex financial data, to review NDAs or to have assistance in writing customer responses.

Three key areas of transformation at NewCo M&A thanks to AI

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1. Search for comparable multiples and competitive benchmark

‍We trained NewCo M&A teams to use AI to accelerate the identification of comparable multiples and refine their acquisition analyses. Thanks to tools like Perplexity AI, they can now obtain up-to-date data on acquisition multiples (EBITDA, P/E, etc.) in a few seconds, allowing them to more accurately assess the valuation of targets and to support their recommendations with reliable figures.

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2. Automation of transaction supports and commercial canvassing

‍Generative AI allows them to go faster in writing slides for IMs and creating commercial prospecting emails for buyers. By structuring the arguments and optimizing the personalization of approaches, teams gain in efficiency and can focus on what matters most: identifying the right buyers and maximizing transaction opportunities.

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3. Fast summary of meetings and optimization of follow-up

‍We presented them with tools to get clear and well-structured meeting summaries. Thanks to AI, they can quickly extract key points from exchanges, follow discussions more effectively and ensure better transmission of information. A valuable time-saver to stay focused on the progress of deals.

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Thanks to these key areas, AI allows NewCo teams to gain efficiency, optimize their case analysis and focus on strategic decisions essential to their M&A missions.

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‍NewCo, a player that relies on AI to improve performance

By integrating generative AI into its processes, NewCo M&A MidCap reinforces its efficiency and responsiveness in the M&A market for wealth management firms. This approach allows them to optimize their analyses, to accelerate the production of deliverables and to offer their customers even more precise and structured support.

Ready to transform your teams with AI 🏻?
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‍Do you want your employees to benefit from the same advantages as NewCo? Our tailor-made artificial intelligence training courses are designed to meet the specific challenges of each company.

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NewCo M&A MidCap is transforming its processes with AI

As part of our artificial intelligence training, we supported NewCo M&A MidCap in the adoption of generative AI to optimize case analysis, accelerate the production of deliverables and strengthen investment decision-making. An approach that allows them to gain in efficiency and to better support their customers.