Perspectives.
Occasional notes on the questions our clients are weighing. We publish rarely, and only when we have something worth adding.
When diligence should change the price, and when it should end the deal
Not every finding is a deal-breaker, and not every red flag is priced away. Telling the difference before the signing pressure builds.
Mapping the supplier you did not know you depended on
The dependency that stops a business is usually two tiers down and below the threshold of attention. How to find it before it finds you.
The cost of a framework: strategy without judgement
A model can organise a problem, but it cannot decide it. The quiet harm done by strategy that defers to method.
Reading a counterparty: what the data room will not tell you
The most important facts about a partner rarely appear in the documents they prepare. Where to look instead.
Prefer a conversation?
If a question here is live for you, it is usually better discussed than read. We are glad to talk in confidence.
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