Insights

Clear thinking for consequential deals.

I write about the choices founders face when they sell, buy, raise, or finance. Better preparation creates better options.

M&A · 6 min read

A PE Firm Just Approached You. Here’s What I Would Do Next.

An unsolicited offer gives you one useful data point. Before you react, work out what the approach tells you and what options remain available.

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Capital · 7 min read

Before You Sell, Compare All Four Paths.

Selling, buying, raising, and financing can lead to very different outcomes. Compare them before choosing a transaction.

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Create the Market · 6 min read

A Market Needs More Than One Buyer.

A willing buyer can feel like certainty. It can also quietly remove the leverage that determines price, terms, and structure.

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Agentic Dealmaking · 7 min read

Where AI Belongs in Investment Banking.

Technology can remove manual leverage from the model while preserving the judgment, trust, and persuasion that make a deal possible.

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