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S& Global Platts Crude & Refined Products Market

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M&A in Focus: Bucking the AI Boom with Asset-Heavy and Services Deals


Date: Wednesday, July 15, 2026

Time: 11:00 AM - 12:00 PM EDT

Duration: 1 hour

As headlines spotlight AI-driven deals and high-growth tech valuations, a quieter but highly resilient segment of the market is gaining momentum. Investors are increasingly hungry for asset-heavy or domestic services targets that deliver stable cash flows, long asset lives, and insulation from rapid tech disruption. Join M&A practitioners as they discuss deal trends in niche sub-sectors where capital is flowing. Hear what strategic playbooks investors are using to drive durable returns and value in a shifting, AI-infused M&A landscape.

Our panelists will discuss:

  • Key deal hypotheses, structures and characteristics fueling interest in this M&A trend
  • Why low obsolescence targets are attracting capital amid market volatility and higher interest rates
  • Valuation frameworks and risk considerations unique to capital-intensive assets
  • Investment strategies focused on yield, resilience, and long-term value creation


Speakers

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Effram Kaplan

Co-Chief Executive Officer
Brown Gibbons Lang & Company (BGL)


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Joe Mantone

Editorial Senior Lead, US Financial Institutions News
S&P Global Market Intelligence


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Robert Michalik

Managing Director
Kinderhook Industries


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Nikitha Sattiraju

Chief Reporter for The Deal by With Intelligence
S&P Global Market Intelligence


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Joe Toomey (Moderator)

Associate Director, Business Development, Data & Research
S&P Global Market Intelligence



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M&A in Focus: Bucking the AI Boom with Asset-Heavy and Services Deals

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