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June 9, 2025 25 mins

Welcome to the Artificial Intelligence Podcast with Jonathan Green! In today's episode, we dive deep into the disruption AI is causing in the mergers and acquisitions industry with our special guest, Brett Story, an expert in investment banking and strategic acquisitions.

Brett shares his insights on the rapid integration of AI in the field of mergers and acquisitions, emphasizing the importance of adapting quickly to technological advancements. Having attended the largest private equity conference, Deal Max, Brett provides a firsthand account of the growing presence of AI in the industry, and its potential to revolutionize processes for smaller firms.

Notable Quotes:

  • "I see the train has left the station and you better get on board." - [Brett Story]
  • "It's only as good as the inputs...you have to have the right inputs to get the most out of these tools." - [Brett Story]
  • "AI accelerates a solution you already have, or improves, or automates." - [Jonathan Green]
  • "The people who jump on the train early and develop these skills will have the advantage." - [Jonathan Green]

Brett elaborates on the common challenges and mistakes companies face when adopting AI, such as not having a defined strategy. He highlights the value of AI as a tool to enhance human relationships and decision-making rather than completely replace them. Brett also shares his unique approach to using AI tools like ChatGPT and Grok as if they were analysts, leveraging their capabilities to provide strategic insights.

Connect with Brett Story:

Brett is dedicated to assisting family and founder-owned companies with their first major exits, offering personalized and strategic solutions.

If you're intrigued by how AI is reshaping the mergers and acquisitions landscape and wish to learn from an industry leader, this episode is a must-listen!

Connect with Jonathan Green

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