S&P Global Market Intelligence Webinar | M&A in Focus: Bucking the AI Boom with Asset-Heavy and Services Deals
S&P Global Market Intelligence will be holding a live webinar on July 15th at 11 a.m. ET entitled, “M&A in Focus: Bucking the AI Boom with Asset-Heavy and Services Deals,” featuring BGL’s Co-Chief Executive Officer and Head of Infrastructure and Services verticals Effram Kaplan.
As headlines spotlight AI-driven deals and high-growth tech valuations, a quieter but highly resilient segment of the market is gaining momentum. Investors are increasingly hungry for asset-heavy or domestic services targets that deliver stable cash flows, long asset lives, and insulation from rapid tech disruption. The panelists will discuss deal trends in niche sub-sectors where capital is flowing. Hear what strategic playbooks investors are using to drive durable returns and value in a shifting, AI-infused M&A landscape.
The panelists include:
- Effram Kaplan, Co-Chief Executive Officer
- Joe Mantone, Editorial Senior Lead, US Financial Institutions News | S&P Global Market Intelligence
- Robert Michalik, Managing Director, Kinderhook Industries
- Nikitha Sattiraju, Chief Reporter for The Deal by With Intelligence | S&P Global Market Intelligence
- Joe Toomey (Moderator), Associate Director, Business Development, Data & Research at S&P Global Market Intelligence
The session will discuss:
- Key deal hypotheses, structures and characteristics fueling interest in this M&A trend
- Why low obsolescence targets are attracting capital amid market volatility and higher interest rates
- Valuation frameworks and risk considerations unique to capital-intensive assets
- Investment strategies focused on yield, resilience, and long-term value creation
Register for the webinar on the S&P Global Market Intelligence website here.