Insights
Long-form on diligence, markets, and deal-making.
We write infrequently and at length. The pieces below are what we think about most when we're working.
May 2026 · M&A advisory
The case for advisory under $25 million
Investment banks won't touch these deals. The buyers and sellers who do them, searchers, family offices, operator-acquirers, and founders preparing to exit, need rigor more, not less. What sub-$25M advisory should look like, why fixed fees matter at this size, and where the structural gap is.
Read →April 2026 · Market analysis
Market sizing for acquisition targets: a practitioner's framework
A useful TAM/SAM tells you what to do next. Most don't. The bottoms-up framework we use to size the addressable market behind an acquisition target. Defined buyer, realistic wallet share, win-rate ceiling, costed adjacency map.
Read →March 2026 · Commercial diligence
What PE and family office buyers miss in middle-market diligence
Five categories where middle-market deals quietly go wrong. Customer concentration that doesn't look like concentration. Working capital normalized three ways. Owner economics. Inventory and AR realism. Deferred CapEx. The findings standard QofE work isn't built to surface.
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