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May 27, 2025

Buy & Build IT Strategy

This brief outlines how Buy & Build investors can maximize value creation by aligning IT choices with the investment thesis, using phased, targeted implementations rather than overengineered platforms.

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May 28, 2025

Wealth Management Consolidation

This brief explores how IT and operational discipline can drive value creation in a wealth management consolidation play, beyond traditional financial engineering.

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May 27, 2025

The IT Blind Spot

This brief explores why IT is often overlooked in the boardroom and how to reposition it as a lever for risk mitigation, operational efficiency, and value creation.

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May 27, 2025

Reading Through the Platform Pitch

This brief offers a framework for evaluating proprietary platforms during tech due diligence, distinguishing between strategic assets and underfunded liabilities.

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