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Notes on the middle.

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.

Featured · Published
Editorial
From Our Desk · Insight 002

Why we don't measure success in fees.

On advisor selection, the math of mid-market M&A, and why fees are the wrong comparison to start with. The difference between a "good" and "premium" exit outcome is measured in millions; the difference between advisor fees is measured in hundreds of thousands.

CHICAGO · MAY 2026 · 8 MIN READRead the full note
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What we're writing next.

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.

US MID-MARKET

The silver tsunami is here. Most owner-operators are not ready for it.

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.

EUROPE

CSRD as a value lever, not a compliance burden.

How European mid-market CFOs are using the Corporate Sustainability Reporting Directive to surface premium acquirer interest.

SINGAPORE · ASIA

The Singapore family office: where Asia's capital actually lives.

A practical look at the $5T parked in Singapore family offices and how mid-market companies are accessing it without the bulge banks.

INDIA · CORRIDOR

The new outbound: why Indian mid-market is acquiring in America.

A note on the shift from inbound capital to outbound strategic acquisition, and what it means for both sides of the deal.

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