Over the last 3 to 4 years, as AI has proliferated throughout the economy and business world, the demand for us to help companies build internal products for only their use has increased substantially.

In the past, companies wanted to build external products and sell them to customers, which is what drove the wave of Enterprise Software as a Service (SaaS) companies. Now every company pays 10 to 30 software vendors to provide solutions for specific problems.

What’s the state of middle market enterprise software, AI, and capital markets as we look out to the last 5 months of 2026?

Let’s get into it.

How was your weekend?

Mine was cool, had a couple SaaS vendors send me automated emails saying they were increasing prices significantly, but without any communication about product features they are adding for that extra price.

ERPs are catnip for PEs. Private equity loved those enterprise software businesses because they had low customer churn and long-duration recurring revenue.

How are artificial intelligence and bitcoin disrupting the income statement and balance sheet? Is emerging tech a bubble? In this 5-minute deep dive, we describe how and why AI and Bitcoin are disrupting the income statement and balance sheet separately, but also how they are connecting one another

How has the definition of Risk changed since the age of Berkshire, now that we've entered the Age of AI, Digital Assets, Spatial Computing, and Robotics? What are mitigation strategies and execution methodologies to not just remain competitive, but take a leadership position in the market? We work w

SUMMARY In part 2 of Global Value Creation, our hosts, Sean Everett and Carl Schmidt-Ehemann, present their respective thoughts on AI and Energy/Sustainability in a novel Income Statement framework. This enables P&L owners and business managers to understand how this new automation technology called

In this article, we describe the current dire situation that's occurred due to a proliferation of SAAS apps and attempt to fix it using a new business model.