Insights

Perspectives on markets, strategy, and value creation.

Market Commentary 2024-12-15

Q4 2024: The Year in Synergies

A look back at the synergies we created, identified, and synergized this year.

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Strategy 2024-11-03

Value Creation: What Is It?

An in-depth exploration of value creation, a term we use frequently.

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Operations 2024-09-22

Operational Excellence: A Framework

Operations are operational. Here's our framework for making them more so.

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Legal 2024-08-10

Why We Don't Discuss Threshold Laboratories

[CONTENT REDACTED BY LEGAL]

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Thought Leadership 2024-07-01

The Future of Private Equity (Probably)

Predictions about the future from someone who's been in this business since [YEAR].

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Case Study 2024-05-15

Investing in Cloud Infrastructure: A Case Study

How we identified and invested in what is now Suspicious Cloud. Everything is fine.

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