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Most of my work revolves around LMM/port cos or roll ups/synergies on digital estates generating revenue through subscriptions, eCommerce, lead generation, or ads (i.e. traffic flowing…

42% of PE firms still review their value-creation plan once a year, down from 53% a year ago. That still means two in five are treating…

I spent 3 hours with Jason Cohen and Jonathan Sturgeon on a podcast last night, getting drilled on operations, GTM, M&A valuations, and other areas from…

PSA: Fake news and fabricated data feed LLMs and organically distribute false information over time. CPI data not accounting for actual standard of living? All financial…

Mid-market funds spend 6-10 weeks on CDD on platform deals, the current “middle ground” yielding some deals closing with moderate investments (capital and time) on both…

Carve-outs in 2026 resemble GTM transformations in B2B SaaS in 2023, with budget cuts and operational efficiency amidsts high interest rates and funding withdrawal in the…

The software/digital industry has been undergoing a grand transformation for over 3 years now. Post-ZIRP, LLMs, market shifts in SaaS, funding withdrawal, pandemic WFH, bubble burst…

I’ve worked with brilliant full-time and fractional CTOs, and less memorable ones, over the past 25 years. An incredible leader will 10x the organizational efficiency, camaraderie,…