Insights
Insights for PE-backed platforms.
On buy-and-build operations, acquisition workflows, and the systems that make them repeatable.
May 1, 2026
NNN Tenant Pre-Closure Signals
Predicting single-tenant net-lease retailer failure 12 to 18 months early using alternative data. A backtest across 12 historical closure events shows 9 were detectable with 14 months median lead time.
March 25, 2026
The Real Cost of Buy-and-Build Nobody Talks About
PE firms model the acquisition costs. They model the synergies. What they don't model is the operational chaos that compounds with every add-on.
March 22, 2026
How to Structure a 100-Day Integration Plan That Actually Works
Most integration plans fail because they start from scratch after close. The fix is linking diligence findings directly to Day 1 tasks.
March 18, 2026
CIM Screening for Platform Companies: A Structured Approach
Your CEO reviews 50+ CIMs a year. Without structured criteria, the 40th CIM gets the same rigor as the 3rd. Here's how to fix that.