Knowledge & Perspectives
Insights
Analysis, perspectives, and practical thinking across growth, profitability, M&A, and transformation.
Commentary
Event-driven analysis and market reactions — what's happening now and what it means for your business.
Defence-Tech Is Reshaping M&A: What Acquirers Need to Know
Defence-tech M&A is accelerating as the Iran conflict drives urgent demand for autonomous systems, cybersecurity and AI-enabled platforms. A …
14 March 2026Data Centres as Military Targets: What the Gulf Strikes Mean for TMT Investment Theses
Iranian drone strikes on AWS data centres in the UAE and Bahrain have established a new precedent: digital infrastructure is now a military target. …
13 March 2026The Iran Conflict and Your Portfolio: What PE Investors Should Be Stress-Testing Right Now
Thirteen days into the US-Iran conflict, PE investors face a live stress event across energy costs, supply chains, digital infrastructure, …
13 March 2026Brent at $100: What the Energy Shock Means for PE Portfolios, Acquisitions and Carve-Outs
Brent has surged past $100 for the first time since 2022. Every PE acquisition model and portfolio margin assumption built on $65–70 oil needs to be …
Perspectives
Frameworks, practitioner thinking, and durable insights — built from experience, not headlines.
AI-Enabled Operating Models: What's Real, What's Hype, and Where to Start
Every business is being told to adopt AI. Most don’t know where to start or what’s genuinely valuable versus vendor-driven hype. A …
15 January 2026Digital Transformation for the Mid-Market: You Don't Need an Enterprise Playbook
Mid-market businesses are told to digitally transform using frameworks designed for enterprises with 10x their budget. Here’s what it actually …
19 December 2025Post-Merger Integration: Why the First 100 Days Are Overrated
Every integration playbook fixates on the first 100 days. The real value destruction — and value creation — happens in months 4 through 18.
3 December 2025Synergy Realisation: From Spreadsheet to P&L
The synergy case wins the deal. The synergy capture programme determines whether it was a good investment. Here’s how to bridge the gap between …
18 November 2025Technology Due Diligence for PE: What Non-Technical Investors Need to Know
Most PE investors are not technologists — but they’re increasingly acquiring technology businesses. Here’s what TDD covers, what the red …
30 October 2025What Commercial Due Diligence Actually Tells You (and What It Doesn't)
Commercial due diligence is one of the most valuable — and most misunderstood — tools in M&A. Here’s what it actually does, where it falls …
14 October 2025Cost Restructuring That Doesn't Destroy Your Best People
Cost restructuring is sometimes necessary. The question is whether you do it in a way that preserves the capability you need to grow, or in a way that …
28 September 2025Margin Diagnostics: Finding the Leakage Nobody's Measuring
Most mid-market businesses are leaking margin in ways their reporting doesn’t capture — through pricing erosion, scope creep, cost-to-serve …
10 September 2025EBITDA Improvement Without the Slash-and-Burn: A Practitioner's Approach
EBITDA improvement doesn’t have to mean cost-cutting that hollows out the business. A practitioner’s guide to sustainable margin …
22 August 2025Pricing as a Growth Lever: The Most Underleveraged Tool in Mid-Market
Pricing is the fastest, highest-impact lever available to mid-market businesses — and the one most consistently neglected. A practitioner’s …
5 August 2025Platform Monetisation: When to Charge, What to Give Away
Platform businesses face a unique monetisation challenge: charging too early kills network effects, charging too late leaves money on the table. A …
15 July 2025GTM Strategy for B2B Tech: Why Most Market Entry Plans Fail
Most B2B technology companies fail at market entry not because the product is wrong, but because the go-to-market plan is built on assumptions that …