AI for Dealmaking

Their Best Target Was a Name They'd Already Passed On

On Tuesday I said AI is the tool and judgment is the product. This is what that looked like on one engagement: their target list against the one we built, and the call behind every change.

The $25K Question That Decided the Deal

A buyer asked me how he'd justify the proposal internally if I was going to use AI to build it. The answer reshaped the deal, and it is the reframe every healthcare buyer should be making right now.

AI Is Creating Your Next Behavioral Health Patient

Behavioral health utilization is up 63% since 2018. The next wave of referrals isn't coming from the same place. And most platforms being built right now aren't positioned for it.

How to Use AI to Prepare for Healthcare M&A Deal Negotiations

How I Would Use AI to Evaluate a De Novo Clinic Site Today

The four-layer framework I'd use to screen markets, evaluate sites, and build a pro forma before engaging JLL, CBRE, or Buxton.

The Comp Table Used to Take Me Two Full Days. Here's How I Build One in a Morning Now With AI.

3 AI prompts to cut your comp table build time by 80%.

How I Used AI to Build a Pipeline of Acquisition Targets in One Afternoon

The End of the First-Draft DCF: What Anthropic's Finance Plugins Mean for Healthcare M&A

What the plugins actually do, what it means for deal teams, and 3 prompts you can use right now.