Perspectives
Selected perspectives on ownership, durable businesses, founder transitions and the operating realities that matter in practice.
Conversations
Audio conversations exploring ownership, operating leadership and the realities that matter after acquisition.
Conversations · 32 min
Operating leadership after acquisition
A conversation on what really changes after acquisition, where businesses most often need support, and why the quality of operating judgement matters disproportionately in execution-sensitive companies.
March 2025
Coming soon
Conversations
Why the systems that got a business here often do not get it through the next stage
A conversation on where growing businesses start to strain, what changes as complexity builds, and how to strengthen the next phase without losing what already works.
Written perspectives
Technology · 8 min read
AI may shift the advantage back to the strongest businesses in established sectors
A lot of the AI commentary is still stuck in fantasy mode. The more interesting shift may be broader: strong businesses in established sectors could use AI to understand customers better, make better decisions, and close part of the gap with newer challengers.
April 2026
Operating leadership · 5 min read
Why operating leadership matters in fragmented sectors
In fragmented sectors, value is not created by buying businesses alone. It is created by how well they are led afterwards, especially when complexity starts to show.
March 2026
Durability · 7 min read
What makes a service business durable as markets, customers and competition evolve
Durability in service businesses is rarely about branding or scale alone. It usually comes from better customer understanding, better local execution, and a business model that keeps working as conditions change.
January 2026
Ownership · 6 min read
What founders should expect from a thoughtful buyer
A thoughtful ownership transition is not just about price. It is about judgement, continuity, and whether the buyer understands what has made the business worth owning in the first place.
November 2025