A Jefferies Insights Podcast
Evan Osheroff, Managing Director of Software Investment Banking at Jefferies, sat down with Don Stalter, North American Partner at Global Founders Capital, to discuss the trajectory of artificial intelligence (AI) and the opportunities growth investors are eyeing in the sector.
Their discussion covers the evolution of AI in business, the significance of data and operational expertise, the challenges and opportunities of investing in AI, the energy and infrastructure implications of AI’s growth, and emerging AI applications like autonomous logistics.
As a long-time investor and entrepreneur in technology, Don brings a unique perspective on what it takes for young companies to succeed in this fast-growing space — from building the right team to using open-source models to create application-layer businesses and AI agents. Mapping the AI market, where thousands of new companies launch each year, is no small task. Don and Evan’s conversation digs into the key questions investors should be asking and where the next big opportunities might lie.
Don Stalter is the North American Partner at Global Capital, where he has been an early backer of ten $1B+ unicorns. His most notable investment was in Deel, where he wrote the largest seed check and helped recruit key executives. Previously, Don co-founded CityDeal, a B2B marketing technology company acquired by Groupon in its early days. He also built out Groupon’s international offices and led global business development at Airbnb. Earlier in his career, Don worked in Credit Suisse’s tech M&A group and as a private equity investor at Savant Growth.
Evan Osheroff is a Managing Director of Software Investment Banking at Jefferies, with over 15 years of experience and more than $100B in completed transactions. He specializes in application and infrastructure software and has extensive expertise in M&A, IPOs, convertible offerings, debt financings, leveraged buyouts, and more.
