Accelerating Middle-Market Deal Execution with Research, Data and AI
SG Analytics, a Straive company, is proud to sponsor M&A SoCal 2026, one of the premier gatherings for the middle-market M&A community.
Taking place September 14 – 16 at The Beverly Hilton in Beverly Hills, the three-day event brings together private equity professionals, investment bankers, corporate leaders, lenders, advisors, and other dealmakers to connect, exchange perspectives, and uncover new opportunities.
With speed, quality of insight, and execution becoming increasingly important across the deal lifecycle, SG Analytics looks forward to discussing how firms can combine deep domain expertise, scalable research support, and AI-enabled workflows to make faster, more informed decisions.
Meet the Team
Steve Salvius, SVP and Co-Head of Capital Markets, will be in Beverly Hills connecting with M&A leaders, private equity firms, investment banks, and industry peers throughout M&A SoCal 2026.
Meet Steve to discuss how SG Analytics can help extend your deal team, improve execution capacity, and support increasingly data-intensive workflows across the investment lifecycle.
Why Connect with SG Analytics?
SG Analytics works as an extension of investment banking, private equity, private debt, transaction advisory, and valuation teams, providing research, analytics, and AI-enabled support across the deal lifecycle.
Whether teams are managing an active pipeline, evaluating new opportunities, preparing transaction materials, or monitoring portfolio companies, we help add execution capacity while allowing deal professionals to focus on higher-value judgment and decision-making.
What We Bring to Your Deal Team
• End-to-End Deal Lifecycle Support: Support across deal sourcing, target screening, company and industry research, pitchbooks, CIMs, financial analysis, transaction materials, and portfolio monitoring.
• Deep Capital Markets Expertise: Dedicated professionals with experience supporting investment banks, private equity firms, private debt firms, and other capital markets participants.
• Scalable Research and Analytics Capacity: Flexible support that enables deal teams to manage fluctuating workloads without compromising quality, consistency, or turnaround times.
• AI-Enabled Deal Execution: Our Capital Markets AI capabilities help accelerate research and execution workflows while keeping expert judgment at the center of critical deal decisions.
• A Seamless Extension of Your Team: Dedicated teams aligned to your workflows, formats, sector coverage, and timelines, enabling greater operating leverage across the investment lifecycle.
Where Deal Expertise Meets AI-Enabled Execution
Deal teams are increasingly being asked to do more in less time.
From preparing pitchbooks and CIMs to target screening, financial analysis services, due diligence, and valuation, AI can accelerate repetitive and data-intensive work while experienced professionals remain responsible for interpretation, validation, and investment judgment.
Through AI Deal Studio, SG Analytics brings AI together with capital markets expertise to help firms rethink how work gets executed across the deal lifecycle.