New series will deliver practical guidance on the technology and operational priorities affecting performance, growth, and enterprise value.

NAPLES, FL – September 10, 2026 – IT Ally® announced the launch of a new monthly webinar series created for private equity teams and portfolio company leaders navigating the technology and operational challenges facing the lower middle market.

Each month, the series will examine a different issue affecting investment performance and enterprise value. IT Ally® advisors and industry experts will share practical insights, candid perspectives, and actionable strategies that leaders can apply across their firms and portfolio companies.

Future sessions will explore topics related to technology, value creation, risk, data, cybersecurity, operational improvement, scalability, and other priorities shaping today’s investment environment.

The First Webinar: AI, Value Creation, and What Actually Works

Register Here for the First Webinar 

The series will begin with one of today’s most important and widely discussed topics: artificial intelligence.

The LMM Reality Check: AI, Value Creation, and What Actually Works will examine where AI is creating measurable value inside lower-middle-market portfolio companies and why many initiatives struggle to progress beyond experimentation.

Led by Elliott T. Friedman, Senior IT Advisor and AI & Analytics Lead at IT Ally®, the session will address:

• How agentic workflows can eliminate manual processes and improve margins
• How to build the data foundation required for portfolio-wide intelligence
• Why many AI pilots never progress beyond experimentation
• How to connect AI initiatives to operating performance and enterprise value

The webinar will offer an honest, practical conversation about what is working, what is not, and where leaders should focus their time and investment. There will be no sales presentations or product demonstrations.

From AI Experimentation to Measurable Value

Many firms and portfolio companies are already experimenting with AI but are still working to identify the right use cases, establish scalable data foundations, and demonstrate measurable value. Attendees will leave with a clearer understanding of where AI can create value, which opportunities to prioritize, and the practical next steps for moving from experimentation to execution.

Webinar Details

Wednesday, September 30, 2026
12:00–1:00 p.m. ET
Online

This first webinar marks the beginning of an ongoing conversation. Each month, IT Ally® will bring together experienced advisors and industry leaders to examine the technology and operational issues that matter most to lower-middle-market investors and portfolio company executives.