M&A Case Study: Ventriloc

Preparing a fast-growing business for a sell-side process.

Ventriloc was fielding inbound interest from investors and acquirers, but neither the materials nor the narrative were ready. The team had a complex service mix, an unstructured acquisition story, and needed support to navigate the sell-side process.

Download the materials we built for Ventriloc to get them transaction-ready.

How to Make (and Lose) a Few Billion Dollars

This is the story of one of the most feared men on Wall Street.

T. Boone Pickens built power through storytelling, using it to rally investors, pressure executives, and move billion-dollar companies. When the oil crash hit, it all unraveled. What followed was a comeback built on the same skill that made him dangerous in the first place.

Learn how storytelling helped him build power, lose it, and build it again.

Between Fundraises: The Role of Communication

Between closes, LPs are quietly forming re-up decisions.

The GPs who lose re-ups rarely make catastrophic mistakes. They just went quiet between closes, stopped interpreting, signalling, and thinking out loud. LPs, slowly and without announcement, made their decision in that space. 

Learn how to turn that space into an opportunity.

Real Estate: Green Certification Is Table Stakes

When did carbon footprint become a capital access question?

Non-certified assets are losing institutional buyers before underwriting begins. Here's what that shift means for rent premiums, exit liquidity, and how managers should be positioning now.

Read the full article.

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