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Insights & Perspectives

Governance, technology, and strategy perspectives from our advisory team.

AI Transformation

AI in the Mid-Market: Governance Before Implementation

Most mid-market AI initiatives fail not from technology limitations but from absent governance. We examine the board-level frameworks that separate sustainable AI adoption from costly false starts.

March 2026  ·  8 min read
M&A Advisory

2026 M&A Outlook: Mid-Market Deal Flow and Valuations

Interest rate stabilization and compressed multiples are creating a compelling acquisition environment for well-capitalized acquirers. Our principals assess deal flow, sector dynamics, and valuation expectations for 2026.

February 2026  ·  12 min read
Governance

Board Composition in 2026: Competency Over Connectivity

The era of the relationship director is giving way to skills-based board composition. We explore how mid-market boards can build genuine capability — and why investors are increasingly demanding it.

January 2026  ·  6 min read
Enterprise IT

Cloud Migration Playbook for the $50M Enterprise

Cloud migration is not a technology project — it is a governance project. We outline the decision framework, sequencing logic, and board oversight model that makes the difference between a stalled migration and a successful one.

December 2025  ·  10 min read
Governance

The ESG Imperative for Mid-Market Boards

ESG is no longer a large-cap concern. We examine the specific ESG governance expectations that institutional lenders, acquirers, and supply chain partners are now placing on mid-market businesses — and how boards should respond.

November 2025  ·  7 min read
Marketing

Revenue Growth Architecture: From $10M to $100M

The marketing playbook that works at $10M rarely survives the journey to $100M. We map the structural pivots — in channels, team design, measurement, and board oversight — that enable sustained revenue compounding at scale.

October 2025  ·  9 min read

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