AI Tools for Middle Market Operations - Hype vs Real Value

In this episode of Growing EBITDA, Mike McSweeney and James Bandy explore the real-world applications—and limitations—of AI in middle-market businesses. Drawing from boardroom conversations, client engagements, and hands-on use cases, they unpack how executives and operators can use AI to improve workflows, reduce inefficiencies, and drive smarter decisions.

They also address the growing hype around AI tools, offer advice on avoiding overspending, and share practical tips for building secure and cost-effective solutions.

Highlights:

• How AI adoption has evolved in the middle market over the past 18 months
• Key areas where AI is already delivering value: customer service, inventory planning, finance, and executive workflows
• How to build lean, efficient automations using tools like ChatGPT
• Where AI is still overhyped—and how to spot inflated platforms
• Practical examples of using AI for board prep, market research, and lead targeting
• Safe and smart AI usage: privacy concerns, governance, and internal safeguards
• TriVista’s approach to responsible AI implementation and use case vetting
• ROI expectations and the importance of a business-first mindset
• Trivia: What year was the term “artificial intelligence” first coined?

AI isn’t just for tech giants—it’s quickly becoming essential for the middle market. Tune in to hear how leaders are putting it to work in real, measurable ways.