SPACs
Four Ways to Go Public—and What Each One Really Buys You
An IPO is only one route to the public markets. The real choice is what you need most: capital, certainty, speed, or control.
August 31, 2026 · 4 min read
Making M&A Work
Lessons from acquisitions, integrations, capital allocation, rollups, negotiations, and deals that looked better in Excel than they did in real life.
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Articles
Integration
The Fifteen Months We Left on the Table
We treated closing day as the starting gun. That cost us more than a year of integration we could have had for free.
August 26, 2026 · 4 min read
Deal Lessons
Cowboys and Corporates: A Field Guide to Who Built Legal Weed
Spend a week in cannabis and the room splits in two: the people who built the plant and the people who built the spreadsheet. The truth, if there is one, lives in the overlap.
June 14, 2026 · 4 min read
Capital Allocation
Why Most Acquisition Models Are Too Optimistic, Including Some of My Own
It's not that we can't do math. It's that every incentive in the process points the assumptions in one direction: up.
May 26, 2026 · 2 min read
Negotiation
The Most Important Page in an LOI
Everyone reads the price. The page that decides whether you'll be happy in two years is the one dictating what happens between signing and closing.
May 12, 2026 · 2 min read
Topics
Deal LessonsIntegrationCapital AllocationRollupsSPACsNegotiation
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