Documenting the real work of buying, building, and unsticking businesses since 1999.
Market Signals
+1
Oct 1, 2026
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2 min read
Jobs came in hot, rates went up, and the lower middle market split in two.
Forward Motion Intel
Sep 28, 2026
The Q2 numbers, one listing read like a buyer, and the move for this week.
Deal Screening
Sep 24, 2026
Deals are not dying from conditions anymore. They are dying from price disagreement and process fatigue.
Acquisitions
Sep 17, 2026
Underwriting is where deals die. It's rarely where they should have died.
weekly-letter
+2
Jul 22, 2026
1 min read
Week 1 of the rotating cycle... Relationships + Deal Flow