Occasional pieces on private equity, capital markets, and the discipline of running deals — written for operators and allocators who prefer the long view.
October 7, 2024
A demographic wave of retiring baby boomer owners is reshaping the lower-middle market. This piece outlines a relationship-led playbook for evaluating and acquiring those businesses without flattening what made them work.
September 13, 2024
For small operators, every engagement carries outsized weight. A practical framework for setting expectations early, communicating consistently, and protecting the relationship through inevitable change.
August 27, 2024
Quarterly reports are how investors measure pace without sitting in the boardroom. A reference guide to the five metrics—revenue growth, burn and runway, CAC and CLV, margins, and net retention—that most often signal whether a portfolio company is on track.
