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Next Generation Capital Markets: How AI is Redefining Capital and Competition

AI is transforming the capital markets — not just within technology companies, but across energy, data infrastructure, healthcare, and beyond. The ripple effects are redefining how capital is raised, deployed, and valued. Now is the time for investors and companies to capitalize on these trends, as AI-driven innovation reshapes the global economy and opens entirely new avenues for growth.

Centri helps navigate this transformation, bringing deep expertise at the intersection of finance, technology, and emerging growth, enabling clients to capture opportunities in the capital markets. Below is how we help companies prepare for — and thrive within — today’s rapidly evolving capital markets landscape.

Assessment & Planning

• Taking inventory of where your company stands versus where it must be to satisfy public market standards.
• Crafting your equity story and transaction narrative — aligning your business strategy, KPIs, disclosures, and investor communications so that capital markets see your value clearly.
• Mapping the timeline and identifying critical milestone drivers for your capital markets journey.

Accounting, Reporting & Compliance

• Audit readiness is central: coordinating with external auditors and preparing required documentation to support a PCAOB audit.
• Assistance with converting accounting standards used for financial reporting and preparing technical accounting memorandums, including earnings per share considerations, revenue recognition, share-based compensation, and segment/entity-wide disclosures.
• Preparation of financial statements and MD&A under SEC and GAAP reporting requirements.

Why This Matters Now

• The cost of delay or misalignment — whether via restatements, audit delays, or governance missteps — can erode valuation, slow access to capital, or impair your long-term market credibility.
• By investing early in readiness (well before filing), companies gain agility, operational maturity, stronger investor trust, and often better deal terms.

How Centri Can Help

As AI reshapes how capital is raised, deployed, and valued, companies must be ready to meet the demands of a faster, more data-driven market. Centri partners with organizations at every stage of their capital markets journey, offering tailored support that bridges strategic vision with financial precision. Whether you’re preparing for a public offering, navigating complex transactions, or building investor confidence in an AI-driven economy, Centri delivers the insight and execution needed to move forward with clarity and confidence. Contact us to learn how we can help your company succeed.

Kevin McLaughlin

Partner | Artificial Intelligence & Cannabis Practice Leader | CPA

Kevin is a Partner at Centri Business Consulting, where he leads the firm’s Artificial Intelligence and Cannabis practice groups. Since joining Centri in December 2014, Kevin has specialized in supporting high-growth companies, particularly those in the AI, technology and cannabis industries, through critical stages of their business lifecycle.. View Kevin McLaughlin's Full Bio

Derek Kearns

Partner | SEC, Financial Reporting & SPAC Practice Leader | CPA

Derek is a Partner at Centri Business Consulting and the leader of the firm’s SEC, Financial Reporting, & SPAC Practice. He has more than 23 years of accounting experience in both public and private industries. View Derek Kearns's Full Bio