
The Special Situations Investor’s Technology Playbook: Pre-Deal to Exit
Special situations investing thrives on speed, complexity, and information asymmetry. The investors who win aren’t the ones with the most

Special situations investing thrives on speed, complexity, and information asymmetry. The investors who win aren’t the ones with the most

When a private equity fund holds a portfolio company for five years, every operational decision either compounds into exit value

Most distressed assets and carve-out opportunities are won or lost before they ever reach an auction. The investors who consistently

When a special situations investor evaluates a distressed company, the balance sheet gets dissected. The P&L gets stress-tested. The customer

Operational due diligence (ODD) has become the single most important driver of private equity returns — yet in distressed acquisitions,

Most M&A deals fail for reasons that were visible during due diligence — hidden in the technology stack. For special