Perspectives

Thinking on the work

Notes on commercial due diligence, growth strategy, and value creation.

April 2026

Five Questions Every PE Buyer Should Ask Before the CDD Kicks Off

Most commercial due diligence failures happen before the work starts. The brief is usually the problem.

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April 2026

When Growth Strategy Work Actually Creates Value (And When It Doesn't)

Most growth strategy engagements produce a deck. Fewer produce a decision. The gap is the biggest unaddressed problem in management consulting.

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April 2026

The Problem With Day-100 Plans: Why Value Creation Fails at Implementation

Everyone who has worked in PE operations knows the ritual. The hundred-day plan gets built. By day 150, it's often functionally obsolete.

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April 2026

AI Makes the Research Faster. The Hard Part Hasn't Changed.

The tools are genuinely remarkable. But the bottleneck in most consulting engagements was never the research — it was the decision-making and the buy-in.

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