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Summary
Private equity deal flow to AI firms surged by 70% YoY in 2024. As AI companies mature, their workforce composition is emerging as a key factor in determining valuation. Private equity firms and corporate buyers are heavily investing in late-stage AI companies- often at premium prices . Are they truly receiving return on their investments?
Join us to explore how workforce dynamics are influencing AI deal flow and investments. In this session, we’ll use headcount data to dive into AI deal pricing trends, uncover who’s paying above or below the “headcount valuation,” and track how workforce composition has evolved over time.
You will learn:
- What the latest Headcount Analytics reveal about the valuation landscape for private equity deals in 2024, and the implications for 2025
- How to leverage emerging themes to anticipate shifts in investment trends before they become mainstream
- Who are the key players expanding their workforce, and what this mean for the balance between sales and engineering growth in AI firms
- How to strategically identify firms poised for fundraising success in the next 12 months based on workforce dynamics
- What it mean when deals deviate from a deal value/headcount correlation trend
Moderator
S&P Global Market Intelligence
Kelly Bryant
Product Manager, Data & Research
Kelly Bryant is a Product Manager at S&P Global, responsible for Headcount Analytics, a powerful dataset that provides a comprehensive view of global workforce composition, trends, and metrics. Passionate about innovation and operational excellence, Kelly plays a key role in evolving data solutions that help clients evaluate investment opportunities, track workforce trends, and identify strategic business insights.
Speakers
S&P Global Market Intelligence
Ilja Hauerhof
S&P Global Market Intelligence
Director, New Product Development & Research, Private Markets
Ilja Hauerhof is Director Private Markets New Product Development & Research, Company Intelligence & Analytics, S&P Global Market Intelligence.
Ilja assumes responsibility for conceptualizing and developing research-based, data-driven new products and solutions by utilizing a range of data sets - including existing, derived, new, and differentiated ones - to unlock additional value and offer clients deeper insights into Private Markets. Since joining S&P Global Market Intelligence in 2012, Ilja has held positions in Content, Product Management and Desktop Market Development. Ilja holds a degree in Economics from the University of Regensburg, Germany and is fluent in English and German.
S&P Global Market Intelligence
Drew Bowers
S&P Global Market Intelligence
Senior Quantitative Research Analyst - Private Markets
Drew Bowers serves as a senior quantitative research analyst on the Quantitative Research & Solutions team (QRS) at S&P Global Market Intelligence. In this role, he leads research projects to engineer new tools and techniques that enable clients to generate solutions from our data. These offerings bring the breadth of S&P’s data estate together to offer novel insights to solve the challenges of today’s markets.
Drew brings a unique blend of data and technical expertise to the QRS team. Before joining QRS, Drew was part of the data management organization, focused on business sector and reference data. Drew joined S&P Global in 2015 through the SNL acquisition, where he began working in 2012. He holds a Bachelor’s degree in Engineering and Economics from the University of Virginia.
S&P Global Market Intelligence
Charlie Bovard
Digital Engagement & Training Lead - Product Management
Charlie is currently the Digital Engagement & Training Lead on our CIQ Solutions Business Development team, supporting Capital Markets clients in the Americas. Prior to his role within the product organization, he was a Senior Program Specialist on our Customer Experience and Marketing team. Charlie started his career with S&P on the Client Develop team supporting both Capital IQ and Capital IQ Pro platforms. He received his undergraduate degree from Washington and Lee University in Virginia.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.