The AI Deal Trends and Strategies Fueling Ecosystem Growth

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November 12, 2025 11 AM - 12 PM EST


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Overview

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Navigating the AI Investment Surge: What it Means for the Future of M&A

Explore the explosive growth in the AI investment landscape, where market factors and big bets are unlocking new innovations and deal opportunities. Explore transaction trends and actionable data insights behind AI market dynamics with the S&P Global Market Intelligence team of veteran analysts. What’s next for companies and corporate growth as investors race to unlock AI’s upside and leverage new capabilities? Our panel will discuss the implications of recent developments in AI infrastructure, computing power demands, and the emergence of specialized AI solutions that are driving investment decisions and valuations.
 

Learn more about:

  • Trends in tech M&A activity and valuations driven by AI
  • Evolving AI innovation and tech consolidation in 2026 and beyond
  • AI investment and capital allocation trends
  • Market shifts driving AI infrastructure investment strategies

Speakers

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Headshot of Carmen Lilly

Carmen Lilly

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

Carmen is the Market Development team lead for Corporate Solutions across the S&P Global business units. She has been with S&P Global since 2009 and carries vast expertise in product management and development for several disciplines and segments.

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Joe Mantone

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

Joe Mantone is the News Desk Manager for the U.S. financial institutions group at S&P Global Market Intelligence and the author of a quarterly white paper on M&A and equity capital markets activity. He also hosts the new podcast The Pipeline: M&A and IPO Insights

Joe joined the U.S. FIG team in 2008 and covered investment banks for more than 10 years before moving into his current role. Joe has been working as a business journalist for nearly 20 years and previously worked for The Wall Street Journal and the Crain Communications magazine, Modern Healthcare.  Joe is based in New York.

He holds a master’s degree in journalism from Roosevelt University and a bachelor’s degree in journalism from Arizona State University.

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Dylan Thomas

S&P Global Market Intelligence
Private Equity Reporter

Dylan has nearly two decades of journalistic experience and currently covers the private equity market for S&P Global Market Intelligence. He previously reported for the Minneapolis/St. Paul Business Journal and was an Editor for the Southwest Journal.

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Iuri Struta

S&P Global Market Intelligence
Editor, TMT

Iuri Struta is a Senior Research Associate at S&P Global Market Intelligence. He specializes in analyzing M&A activity within the technology sector, with a particular focus on fintech and artificial intelligence.

Prior to joining S&P Global in 2022, Iuri conducted research on shareholder activism at Insightia, where, among others, he led the research effort on activism vulnerability assessment. He holds a bachelor's degree in business administration and a master's degree in international business.

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Brenon Daly

S&P Global Commodity Insights
Financials Research Director, 451 Research

Brenon Daly directs the financial analysis of the 451 Research Market Insight and M&A KnowledgeBase products within S&P Global Commodity Insights. He is responsible for all financial coverage within those product lines, as well as supporting investment- and acquisition-related activity by investment banking and private capital clients.

Brenon arrived at S&P Global through its 2019 acquisition of 451 Research. Before joining 451 Research in mid-2006, Brenon worked at research boutique for technology-focused hedge funds, as well as trading equity and options on his own book.

Brenon began his career in 1991 as a founding reporter at the first English-language newspaper in the former Eastern Bloc. Brenon moved to Vienna in 1995 to run the local bureau for United Press International before taking on an analyst position with the Economist Group, where he researched and wrote reports for The Economist Intelligence Unit and the regional publication of The Economist.

In addition to earning a degree from the University of Kansas, Brenon studied at the University of Ulster (Northern Ireland) and the Vienna University of Economics and Business (Austria).

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