Gathr: Senior Private Equity Professionals Educational Breakfast
Join Senior PE Leaders for a focused breakfast discussion on how AI is delivering measurable value inside portfolio companies, beyond the hype cycle and without speculative bets.
Topic
✨ Lessons from a PE CIO: How AI improved margins, product strategy & exit readiness
Featuring a real case study from Tax Systems, backed by Providence Equity Partners.
Why This Matters
In a high-interest, margin-pressured environment, portfolio companies are expected to:
grow faster
expand margins
protect long-term value
All without compromising product quality or customer trust.
With pricing power limited and sales headcount inflation harder to justify, firms are asking:
Should AI drive revenue, or cut cost?
The Emerging Answer
While attention has focused on internal tooling (sales, support, productivity), some of the highest-ROI wins are emerging from product-led AI, where technology:
accelerates market expansion
increases retention
strengthens exit narratives
differentiates in regulated or commoditised markets
Real Case Study from
Russell Gammon - Chief Innovation Officer, Tax Systems
Russell leads the development of technology that helps organisations manage complex tax and regulatory demands at scale. With a Big Four background and deep expertise in automation and AI, he’s a recognised voice on the future of intelligent compliance and tax operations.
Tax Systems is a leading provider of tax and regulatory compliance software serving 1,500+ clients, including ~40% of the FTSE 100. The company was recently acquired by Providence Equity Partners to support continued product innovation and international expansion.
In this session
We’ll explore how PE firms are using AI to:
Accelerate revenue growth through smarter, differentiated customer offerings
Expand gross margins by increasing customer value rather than cutting internal costs
Reduce churn and increase lifetime value with more adaptive, data-led products
Strengthen exit narratives with credible, customer-driven AI value creation
🤝 Supported By
This breakfast is kindly supported by our partner Marv Gillibrand from Colibri - please do connect with them on Linkedin to hello before the breakfast!
Colibri helps PE firms and PortCos modernise platforms, embed AI and move from operational drag to digital leverage. Whether you’ve acquired a legacy tech business or a data-enriched platform, we help you build what’s next. (Privacy Policy)
Breakfast Schedule:
08:15-08:30: Arrival of guests
08:35: Seating & Introductions
08:40-09:10: Topic Kick-Off and Discussion - Engage with our featured topic and set the stage for insightful discussions.
09:10-09:30: Chat with your peers!
09:30-10:00: Optional networking
P.S. If you or anyone in your portfolio is searching for a great service provider—from PR and accounting to recruitment or anything in between—we’re here to help. We’ve vetted and curated top partners in one place at Gathr.