Writing on private equity, technology, and operational value creation.
April 2026
What a thorough technical diligence process covers, organized across ten domains—architecture, cloud costs, security, team, DevOps, data, integrations, AI readiness, revenue model, and licensing/IP/regulatory—with a checklist for each.
GuideMarch 2026
Higher rates and flat multiples changed the arithmetic on PE returns. The delta between 5% and 12% annual EBITDA growth has to come from operations—and most funds aren’t staffed for it.
AnalysisMarch 2026
A data-grounded comparison of large-firm platforms and independent operators for technical diligence in PE-backed software acquisitions. Where each works, and where each breaks down.
Diligence