Insights
Practical notes on integration, separation, and transformation — written from the middle of the work, not the sidelines.
Latest
September 28, 2026
The technician who knew my house is gone. Why service slips after a PE sale — and the two paths every home services owner is facing right now.
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September 22, 2026
If you read only the headlines, 2026 looks like a great year to sell a company. But for a founder with a $20 million or $80 million business, the headline numbers describe someone else's market.
September 13, 2026
In a reverse carve-out, the business that is "staying" is often the one under the most pressure.
August 31, 2026
Reverse carve-outs are a legal and financial calculation dressed up as a structure decision — and the execution burden lands on the side of the deal that is winning.
August 19, 2026
A reverse carve-out isn't just a carve-out in reverse. Knowing which structure you're in determines who carries the hardest work of the deal.
What we write about
Day One readiness, operating-model design, and the unglamorous work that decides whether value shows up.
TSAs, stranded cost, and sequencing a clean break without stalling the business that remains.
Platform consolidation and go-to-market resets once the deal noise fades and execution starts.