In the fourth installment of the PE Insight Series, Todd Taskey hosts eight private equity executives about evaluating AI's impact on service businesses.

In this episode…

AI is changing how investors evaluate service businesses, from margin potential to long-term defensibility. When a company's work can be accelerated, enhanced, or replaced by AI, what separates a strategic advantage from a serious risk?

Lee Minkoff, Larry Shagrin, Thomas Cooperrider, Stuart Coleman, Jamie Kennedy, Brian Schmidt, Bill Sommerschield, and Chad Scripps discuss how private equity firms evaluate AI's impact on new investments. With host Todd Taskey, they share how they assess proprietary data, workflow integration, customer relationships, margin expansion, and the risks facing companies that rely too heavily on repeatable processes.