Periodic writing on the mid-market — M&A multiples, corridor capital flows, AI in deal execution, and the structural shifts that quietly reshape who buys what. Published when there is something worth publishing, not on a schedule.
Pieces in active drafting. Subscribe below to be notified when each is published — no marketing email, no nurture sequence, just the note when there is a note.
A note on baby-boomer exits, $4T of business value in motion through 2030, and the diligence-readiness gap that keeps mid-market valuations down.
How European mid-market CFOs are using the Corporate Sustainability Reporting Directive to surface premium acquirer interest.
A practical look at the $5T parked in Singapore family offices and how mid-market companies are accessing it without the bulge banks.
A note on the shift from inbound capital to outbound strategic acquisition, and what it means for both sides of the deal.
No marketing email. No nurture sequence. Just the notes — and only when there are notes. Roughly monthly when active.