Insights
Notes on process, timing, and preparation — written for owners, CFOs, and management teams facing consequential company decisions.
A useful place to start.
FOR ACQUISITION TEAMSWhat an acquisition-program review should showAn illustrative report connecting research and founder conversations to the decisions management needs to make.Open the resource FOR BUSINESS OWNERSConsidering a sale: an owner's starting guideA practical discussion guide for your objectives, readiness, confidentiality, and next steps. No commitment to a process required.Open the resource
M&AWhat a sell-side process asks of the owner before outreach beginsReadiness, positioning, and the questions a buyer will ask.CAPITALDebt or equity: framing the decision before approaching the marketStarting from what the capital needs to do, then comparing the instruments against it.CORPORATE DEVELOPMENTBuilding an acquisition thesis before building a target listWhy the thesis, not the pipeline, is the first piece of infrastructure.GROWTH STRATEGYHow market maps support both M&A and organic growthOne mapping capability, two pipelines — acquisition targets and revenue relationships.GUIDESDesigning materials for high-stakes decisionsStructure and narrative before layout — how decisive materials get built.TMT MARKETSReading the TMT buyer landscape before you need itKnowing the acquirers and investors in your market long before a process starts.GUIDESWhat a CIM needs to explain before a buyer asksThe questions strong memoranda answer in the first read.
Facing one of these decisions now?
If the decision is live, start with a conversation.