Archive

Business Services

📚 Investing in Textbooks: Strategic Pivots & Multiples

Aug 15, 2026

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9 min read

📚 Investing in Textbooks: Strategic Pivots & Multiples

McGraw Hill Case Study (Apollo)

Industrials

🔩 Fastener Distributors: When Services & Scale Give Differentiation

Aug 8, 2026

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9 min read

🔩 Fastener Distributors: When Services & Scale Give Differentiation

AFC Industries Case Study

Real Estate

⚓ Buy the Slip, Sell Everything Else: Inside the Marina Roll-Up

Aug 1, 2026

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10 min read

⚓ Buy the Slip, Sell Everything Else: Inside the Marina Roll-Up

Suntex Marinas Case Study

AI for PE

⚖️ Litigation Services Roll Up: AI Opportunity or Disruption?

Jul 25, 2026

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9 min read

⚖️ Litigation Services Roll Up: AI Opportunity or Disruption?

Lexitas Case Study & Tech Risk

Business Services

🛗 Going Up: PE's Roll Up of Elevator Services

Jul 18, 2026

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8 min read

🛗 Going Up: PE's Roll Up of Elevator Services

Long-Term Backlog. Mega-merger on the horizon.

Consumer & Retail

🚉 From 23 Distressed Burger Kings to $4 Billion AUM Fund

Jul 11, 2026

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10 min read

🚉 From 23 Distressed Burger Kings to $4 Billion AUM Fund

What Garnett Station Story Teaches the Next Generation of Investors

Business Services

🚚 Septic, Drain & Sewer: The Buy & Build Story

Jun 27, 2026

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10 min read

🚚 Septic, Drain & Sewer: The Buy & Build Story

Wind River Environmental Case Study

AI for PE

Identifying & Quantifying AI Opportunities in Your Portco

Jun 24, 2026

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5 min read

Identifying & Quantifying AI Opportunities in Your Portco

Last of pilot series. To be continued.

AI for PE

How to Write Good Prompts as An Investor

Jun 17, 2026

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4 min read

How to Write Good Prompts as An Investor

Part 3 of pilot series.

Business Services

🪦 Funeral Home Roll Ups. Disruption In the Horizon?

Jun 13, 2026

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6 min read

🪦 Funeral Home Roll Ups. Disruption In the Horizon?

Foundation Partners Group Case Study

AI for PE

Getting 80% of a market map done before lunch

Jun 10, 2026

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5 min read

Getting 80% of a market map done before lunch

AI as your analyst. Part 2 of pilot series.

Consumer & Retail

🚗 Collision Repair: The Roll-Up PE Keeps Crashing Into

Jun 6, 2026

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7 min read

🚗 Collision Repair: The Roll-Up PE Keeps Crashing Into

16+ PE-Backed Platforms

Archive

📚 Investing in Textbooks: Strategic Pivots & Multiples

🔩 Fastener Distributors: When Services & Scale Give Differentiation

⚓ Buy the Slip, Sell Everything Else: Inside the Marina Roll-Up

⚖️ Litigation Services Roll Up: AI Opportunity or Disruption?

🛗 Going Up: PE's Roll Up of Elevator Services

🚉 From 23 Distressed Burger Kings to $4 Billion AUM Fund

🚚 Septic, Drain & Sewer: The Buy & Build Story

Identifying & Quantifying AI Opportunities in Your Portco

How to Write Good Prompts as An Investor

🪦 Funeral Home Roll Ups. Disruption In the Horizon?

Getting 80% of a market map done before lunch

🚗 Collision Repair: The Roll-Up PE Keeps Crashing Into

Road To Carry