AI Is Booming. Is the Business Built to Scale? — with Steven DelCarlino and Curtis Farrow
In this episode of End-to-End Insights, host Nicole Quigley, Content Marketing Manager, sits down with Steven DelCarlino, Director, Business Development, Jabil Procurement & Supply Chain Services, and guest and industry expert Curtis Farrow, Managing Director at Armanino, to explore what private equity firms need to consider when investing in high-growth markets like AI and data center infrastructure. Together, they examine the opportunity from two perspectives: what investors need to understand financially during diligence and what they need to evaluate operationally to determine whether an investment thesis can actually be delivered after close.
The conversation takes a closer look at what separates a strong company from one simply benefiting from a strong market. Steven and Curtis discuss how working capital, supplier capacity, customer diversification, operational readiness, and financial diligence can uncover risks and opportunities before an investment is made. They also explore why financial and operational teams need to work together throughout the investment lifecycle to turn diligence insights into a clear value creation strategy.
Listeners can expect:
- A practical look at why AI and data center infrastructure are attracting private equity investment—and what firms should evaluate beyond market growth
- Real insight into how financial diligence, supply chain readiness, working capital, and operational scalability can help validate an investment thesis
- Actionable takeaways for investors and operators: look beyond the growth story, align financial and operational teams early, and establish a clear plan for creating and measuring value after close
Learn more about Procurement and Supply Chain Services at Jabil.
