Research & Perspectives

Perspectives on markets, strategy, and investment — drawing on 66+ transactions across private equity, corporate strategy, and geopolitical intelligence.

Commercial Due Diligence July 22, 2026

My market sizing tool replaced a £50,000 subscription

In 2023, I coordinated a team of analysts to build a dashboard for a large Supply Chain company. The process was entirely manual. I located 100 competitors (...

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AI Consulting July 1, 2026

Agentic but Deterministic: Structuring a Product-Led Consulting Project

In the summer of 2026 I attended the yearly event organised by a survey platform I am familiar with since before the advent of LLMs. I understood their funct...

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Commercial Due Diligence June 9, 2026

The Iterative CDD Model

Old model: vertical and sequential, the assumption dictates the process.

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Consulting & AI May 27, 2026

Software as a deliverable: the new unit economics of consulting

The rumors of Consulting’s demise are greatly exaggerated

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