Insights

Where value is really created.

Operator-grade perspectives on the marketplace — annual M&A reviews, case studies, the trends we're tracking, and the playbooks behind our work.

The library

Read the latest.

All Transactions Performance Smart-decisions Reviews Trends Playbooks Case studies
Featured
Market review · Transactions

2025 M&A Review & 2026 Outlook

Financial-services dealmaking roared back — value up 49%. What drove it, and what carries into 2026.

Jan 2026 · 7 minRead
Trends · Smart-decisions

Key Trends to Monitor in 2026

Six shifts we're tracking — private credit, agentic AI, the democratization of private markets.

Mar 2026 · 5 minRead
Playbook
Playbook · Transactions

Six Golden Rules of M&A

The operator's field guide to getting a deal done — and realizing the value after close.

Evergreen · 6 minRead
Case study
Case study · Transactions

Scaling a credit manager through M&A

Diligence to Day 1 on a transformational alternatives acquisition — ~$55M in net synergies underwritten.

~$55M net synergiesRead
Case study
Case study · Performance

Private bank goes self-clearing

An operating-model change to a self-clearing BPO platform unlocked $102M in net new revenue.

$102M net revenueRead
Case study
Case study · Performance

Resetting a global back office

Mapping the operating model and benchmarking every vendor took out $77M in annual cost.

$77M annual savingsRead