Non-obvious acquisition targets for the AI shift
AI is changing which businesses are valuable. Proprietary data, capture capability, specialist teams and regulated workflows that once looked like ordinary services are becoming strategic assets. The best targets rarely show up on a sector screen.
We look outside an acquirer's usual market for businesses that already hold what its AI strategy needs, often in industries it has never considered buying into.
Each thesis starts from the acquirer's own AI strategy and deal history, and comes with named, desk-checked targets: who owns them, how big they are and why they fit. Paid on completion.