Strategy
September 28, 2025 5 min read
Capital Allocation in High-Interest Environments
Strategies for optimizing debt structures and unlocking liquidity when cost of capital remains elevated.
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Perspectives
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Insights for the
Modern Operator.
Research, analysis, and strategic thinking on technology, private equity, and value creation.
AI October 14, 2025
The Asymmetric Advantage: AI in Private Equity
How proprietary data moats and agentic workflows are defining the next decade of alpha generation.
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Value Creation
September 15, 2025 6 min read
The Operational Alpha: Beyond Financial Engineering
Why operational improvements are becoming the primary driver of multiple expansion in mid-market buyouts.
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Technology
August 30, 2025 4 min read
Digital Due Diligence: Red Flags in Codebases
What investors miss when they only look at the balance sheet. A technical deep dive into software assets.
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ESG
August 12, 2025 5 min read
Navigating the ESG Landscape in 2026
Balancing regulatory compliance with genuine sustainable value creation.
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Technology
July 22, 2025 7 min read
Modernizing Legacy Stacks: A CEO's Guide
The risk of doing nothing vs. the risk of rewriting. How to choose the right modernization path.
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