AI Disruptions: Value Destruction or Creation
In our latest insight, we provide a framework for answering key valuation questions:
A Litmus Test for AI’s Impact: Considerations of how business model dynamics shape AI’s impact on valuation.
A View Across the Capital Stack: How to analyze risk for equity investors focused on long-term growth and appreciation vs. credit investors focused on downside protection.
Adapting the Valuation Process: Why this environment demands deeper input interrogation and a defensible process, not entirely new valuation models.
Read more to see how disciplined judgment, not new models or valuation frameworks, drives defensible fair value conclusions.
Contacts
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Dr. Cindy Ma Managing Director Global Head of Portfolio Valuation and Fund Advisory Services
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Rittik Chakrabarti Managing Director Co-Head of U.S. Portfolio Valuation and Fund Advisory Services
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Terence Tchen Senior Advisor
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Timothy Kang Managing Director
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Andrew MacNamara Managing Director Co-Head of PV Technology
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Chris Cessna, CPA, CFA Director
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Masa Noggle Director
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Vinita Maheshwari Vice President