The ERP Organizational Change Journal

AI and Private Equity Synergy: Fueling Business Transformation

Episode Overview – AI in PE Strategies

In this episode, we explore how AI and Private Equity synergies are fueling business transformations and reshaping investment strategies and operational efficiencies. We talk about how leveraging AI can not only enhance due diligence and decision-making processes but also create substantial value across portfolio companies. Join us as we unpack the innovative approaches that are setting the stage for the future of PE investments, and how these technological advancements can be integrated to ensure robust, scalable growth in Private Equity. 

Meet the Guest – AI in PE Strategies Expert

George Stelling

George Stelling

CEO & Board Member | Driving SaaS & AI Innovation and Business Transformation | Transformation Practitioner & Thought Leader

George Stelling is a seasoned CEO, Board Member, and transformation practitioner known for driving SaaS and AI innovation, business transformation, and maximizing profits. With deep expertise in AI, SaaS, technology leadership, private equity, and management consulting, George excels in delivering innovative solutions and value-creation strategies. He has a proven track record in building high-caliber teams, leading transformative initiatives, and crafting digital solutions. His experience spans C-level leadership, consulting, PE operating roles, and board positions, with a focus on digital innovation, AI adoption, strategy execution, and lean manufacturing. George has worked globally, demonstrating a unique ability to deliver strategic and hands-on leadership.

Meet the Host

Dr. Jack G. Nestell

Dr. Jack G. Nestell

Founding Partner | Nestell & Associates

Dr. Jack G. Nestell is a highly accomplished IT and ERP business advisor, author, and speaker with over 30 years of experience in leadership and implementation of ERP systems across various industries. He is the founding partner of Nestell & Associates, a management and strategy firm that specializes in organizational change, readiness, and ERP implementation. Dr. Nestell is also an accomplished academic researcher who has contributed to ERP research. With his practical expertise and academic knowledge, he provides innovative and proven solutions for his clients.

Find out more at

Podcast “The ERP Organizational Change Journal

Key Discussion Points: AI in PE Strategies

06:45  Segment 1: Leveraging AI for PE-Backed Business Transformation – “Scaling Success: AI-Driven Strategies in PE-Backed Business Transformation”

  • George, considering your extensive background with Lunation and AI innovation, can you elaborate on how Lunation’s platform specifically caters to the transformation needs of PE-backed companies?
  • How do you believe AI-driven solutions are redefining value creation for private equity firms in the current market?
  • Maybe getting a little more granular…..With your track record in maximizing profits through technology, what AI advancements, or opportunities specifically, do you see as pivotal for operational efficiency in portfolio companies?
  • George, because I like case studies and real-world examples as learning tools, Could you share an instance where Lunation’s AI capabilities directly contributed to the success of a PE firm’s investment strategy?

33:49  Segment 2: Navigating Digital Solutions for Optimized PE Performance – “Digital Mastery in PE: The Roadmap to Enhanced Portfolio Performance”

  • With your global experience, how does IT AI governance vary across international markets, and what best practices can PE stakeholders adopt for a consistent approach?

37:25  Segment 3: Transformative Leadership and the Future of PE Investments – “Visionary Leadership: Steering PE Investments Towards a Transformative Future”

  • ‘Being intentional’ takes leadership. Drawing from your extensive experience in executive leadership, how do you integrate your strategic approach to drive impactful results in PE investments from a leadership perspective with the proper adoption of AI.  change is not easy or cheap.

40:38  Golden Nugget

Partner with Us for AI-Driven Success in Private Equity

If you’re looking to implement AI strategies in your private equity ventures, Nestell & Associates is your go-to partner. Contact us today to explore how we can drive transformative success together.

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About Nestell & Associates

Where People, Processes, and Technology Align

Nestell & Associates specializes in providing M&A ERP and IT consulting services for private equity firms and their portfolio companies. We offer a range of vendor-neutral services to support all stages of the investment cycle.

Moreover, we know how to effectively minimize or eliminate the issues you experience during M&A. With Private Equity Technology Solutions as 100% of our business, we bring a unique approach to ERP that other firms can’t compete with.