Archive - Looking for Leverage

Stock vs Asset Deals

The pros and cons of each M&A structure, as both a buyer and a seller

Aug 13 •

Debt to EBITDA Ratios: The One Metric That Quietly Drives Private Equity

The last 25 years of Debt to EBITDA trends, and what's going on today

Aug 6 •

July 2025

Your Guide to Roll-Ups: Multiple Arbitrage in Action

Breaking down the most trusted playbook in PE

Jul 30 •

If you want to trick investors, tell them about your CARR

Why CARR is not ARR, and how it eventually bites you in the ass

Jul 23

The CEO’s Toolkit: Capital Allocation in a PE-Backed World

Most CEOs Neglect This Critical Skill

Jul 16 •

Your Business Model Didn’t Break...Your Org Chart Did

Metcalf's Law, and forecasting org complexity

Jul 9 •

Should I Push My Customers to Sign Longer Contracts?

And how do I incentivize them to do so?

Jul 2 •

June 2025

Context as a Competitive Moat

Identifying your data gravity in the age of AI

Jun 25 •

Dope on the Table

Why does DPI matter to investors?

Jun 18 •

Fitbit Hit $1B on Just $22M. Here's the Playbook.

What Fitbit can teach operators about float, discipline, and capital efficiency

Jun 11 •

The Most Misunderstood Word in Finance is Leverage

Leverage Isn’t the Villain. Poor Capital Allocation Is.

Jun 4 •

May 2025

The Second Bite at the Apple

What really happens when PE-backed execs stay on post-exit

May 28 •

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