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.

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