top of page
Bateo Insights


Private Equity “Directs” as a Viable Alternative to Blind Pool Funds for Some
Private equity as an asset class has evolved significantly over the last several decades. Historically, private business investing often occurred through corporate strategics, investment partnerships and wealthy individuals investing directly into privately held businesses on a transaction-by-transaction basis. Over time, however, private equity became increasingly institutionalized through the rise of blind pool investment funds, which today dominate much of the industry. Mo
Bateo Insights
May 286 min read


Artificial Intelligence and Its Financial Impact on Business Valuations in Mergers & Acquisitions
Although artificial intelligence and machine learning date back to the 1950s, we’re in the industry’s infancy with respect to mainstream adoption, whether consumer or enterprise. Nevertheless, we’re already seeing how the use of AI applications in a company’s business affects its price and valuation for corporate acquisition or other purposes, whether a family-owned business, a corporate strategic divesting a business line, or a private equity sponsor selling a portfolio com
Bateo Insights
Nov 16, 20255 min read


The Convergence of AI and Private Equity
Introduction There’s not a tech headline these days that doesn’t mention artificial intelligence or that jobs are in danger of being replaced by robots layered with AI. The current AI boom is reminiscent of the late ’90s internet craze, you almost can’t go anywhere without bumping into the founder of an AI startup. Much of it can be somewhat overwhelming at times; however, when business figures such as Elon Musk, Sundar Pichai, Larry Ellison, Robert Smith and Steve Schwar
Bateo Insights
Jul 22, 20254 min read
bottom of page
