Technology

Business Services

🛒PE’s Backdoor eComm Play: Shopify’s Services Economy

Dec 6, 2025

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16 min read

🛒PE’s Backdoor eComm Play: Shopify’s Services Economy

Domaine / BV Investments

Business Services

👨🏻‍💻It Pays to Be IT Nerds: Inside Evergreen’s $1B MSP Empire

Oct 18, 2025

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11 min read

👨🏻‍💻It Pays to Be IT Nerds: Inside Evergreen’s $1B MSP Empire

Alpine’s Evergreen Hits 100 Acquisitions

Technology

📘The Blueprint for Tech Take-Privates: Thoma Bravo’s Ellie Mae Case Study

Oct 11, 2025

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12 min read

📘The Blueprint for Tech Take-Privates: Thoma Bravo’s Ellie Mae Case Study

4x MOIC and 217% IRR in 18 months

Technology

🏞️ Hiking Its Way to the Top: AllTrails’ PE-Backed Ascent

Aug 23, 2025

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9 min read

🏞️ Hiking Its Way to the Top: AllTrails’ PE-Backed Ascent

Journey to dominate B2C outdoor leisure

Technology

🔌Plug-In Play: Transitioning from B2C and SMB to Enterprise B2B Software

Jul 26, 2025

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11 min read

🔌Plug-In Play: Transitioning from B2C and SMB to Enterprise B2B Software

Formstack Integration Playbook

Technology

🥛Dairy & Agriculture Software Roll-up in the Making

Apr 12, 2025

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8 min read

🥛Dairy & Agriculture Software Roll-up in the Making

Story of Ever.ag (formerly Dairy.com)

Technology

🏪 Niche Convenient Store Software to a $4.5B Heavyweight

Apr 5, 2025

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9 min read

🏪 Niche Convenient Store Software to a $4.5B Heavyweight

Story of PDI Technologies

Technology

⚰️ Funeral Home Software Roll Up & Payments Strategy

Feb 15, 2025

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9 min read

⚰️ Funeral Home Software Roll Up & Payments Strategy

Story of Tribute Technology, a funeral home software platform backed by Carlyle and Vista

Technology

🛒PE’s Backdoor eComm Play: Shopify’s Services Economy

👨🏻‍💻It Pays to Be IT Nerds: Inside Evergreen’s $1B MSP Empire

📘The Blueprint for Tech Take-Privates: Thoma Bravo’s Ellie Mae Case Study

🏞️ Hiking Its Way to the Top: AllTrails’ PE-Backed Ascent

🔌Plug-In Play: Transitioning from B2C and SMB to Enterprise B2B Software

🥛Dairy & Agriculture Software Roll-up in the Making

🏪 Niche Convenient Store Software to a $4.5B Heavyweight

⚰️ Funeral Home Software Roll Up & Payments Strategy

Road To Carry Newsletter