AI Tools for Middle Market Operations - Hype vs Real Value

Growing EBITDA by TriVista

Episode notes

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 Chat ... 
 ...  Read more
Keywords
EBITDAPrivate EquityBusiness SuccessDigital Assetsbusiness enablementconsultingvalue creation plansArtificial Intelligence