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Half of private equity capital is now focused on the LMM (lower middle market). A stark difference compared to how capital was allocated in the 2013-2023…

After an unforgettable honeymoon week 🍾, I’m returning to work with more clarity and wisdom, a broader emotional palette, a new appreciation of relationships, friendships, loyalty,…

Reviewing two different studies on AI adoption, one claiming successful wins and another, failing to hit objectives or replace human capital. We see both ends of…

“Why does our value-creation plan assume 18 months to fix sales ops when the last portco took four years?” Fair question. The sponsor’s deck promised 12-18…

Agentic commerce is not here yet, with Google Payments or Link still inaccessible from MCPs or easy OAuth SDKs for agents at large. But it’s getting…

An operating partner showed me a portfolio company last month where ARR was up twenty-two percent for the year while the revenue actually landing in the…

In several of our recent interviews with senior engineers and engineering managers, I heard the same argument: “Tokens are heavily subsidized. LLM usage will eventually collapse,…

The latest mid-market research on the buyer-led sales process, the critical importance of brand affinity, and how agentic search is getting in the way today. I…