Operator memos
Value creation, diligence and go-to-market
Essays and playbooks on value creation, diligence, revenue systems and the operating work behind a hold.
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Digital Due Diligence: Website, Martech, Analytics and Revenue Infrastructure
Digital due diligence is the structured examination of a target’s digital infrastructure, marketing technology, analytics integrity, and data governance. It surfaces risks that rarely appear in…
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GTM Due Diligence: The Revenue Questions Financial Models Miss
You are three weeks from close, and the seller’s management presentation shows a hockey-stick pipeline. Bookings grew 40% last year. The CRM has 800 open opportunities.…
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Buy-and-Build Integration: A Commercial Operating Model for Add-On Acquisitions
Your platform just closed its third add-on in eighteen months. The deal team is already sourcing number four. Meanwhile, the finance director is reconciling three different…
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M&A Integration Playbook for CRM, Martech, Data and Web Properties
You signed the LOI, completed confirmatory diligence, and the deal closes in six weeks. Now someone on the operating team asks the question that should have…
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Post-Merger Integration Checklist for Revenue, Data and Customer Systems
A post-merger integration checklist for the commercial side runs in this order: an integration charter with scope and decision rights, Day 1 controls, customer and pipeline…
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Commercial Due Diligence Checklist for B2B Acquisitions
You are three weeks from signing a Letter of Intent on a B2B software company. The seller’s management presentation shows 40% year-over-year growth, strong retention, and…
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Private Equity Value Creation Plan: Commercial, GTM and Digital Execution Framework
You closed the deal six weeks ago. The investment thesis promised 15% EBITDA improvement through commercial acceleration and operational efficiencies. The management presentation showed a clear…
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Technology Due Diligence Checklist for Mid-Market Acquisitions
A technology due diligence checklist for a mid-market acquisition covers ten domains, starting with architecture and reliability, infrastructure and cloud, security and access, the application inventory,…