The AI Opportunity in 'Boring' Businesses w/ Brookfield’s Anuj Ranjan
Brookfield Private Equity CEO Anuj Ranjan joins Hugh MacArthur to discuss why the most significant AI-driven value creation is happening in traditional, under-digitized industrial businesses. Ranjan explains how Brookfield uses its global asset scale to deploy AI across predictive maintenance, dynamic pricing, and robotics, and why market sentiment is pivoting back toward resilient physical infrastructure.
- Brookfield PE CEO Anuj Ranjan oversees roughly 1,200 active AI deployments across the firm's global portfolio, generating about $300 million in recurring EBITDA. Read →
- Anuj Ranjan points to Westinghouse as proof that platform scale beats standalone diligence when pricing distressed assets out of Chapter 11. Read →
- Brookfield Private Equity CEO Anuj Ranjan sees private equity valuations shifting away from asset-light software toward physical businesses with defensible infrastructure. Read →
- Anuj Ranjan argues that enterprise AI deployment stalls when delegated to portfolio IT departments; adoption requires direct executive authority from the CEO. Read →
- Brookfield targets legacy industrial companies valued at 8 to 9 times EBITDA that offer immediate cash yields rather than paying tech multiples for pure-play AI vendors. Read →