From the research desk.
Longer-form write-ups drawn from the engagements. Published quarterly — field notes live on the Notes page.
What we’re tracking
Post-close platform diligence
Patterns from 90-day IT assessments inside newly-acquired operators — what gets surfaced, what gets cut, what pays for the engagement.
Stalled enterprise cutovers
How Workday, Salesforce, and ServiceNow implementations stall, and the three interventions that most consistently unstick them.
Applied AI inside regulated ops
Where agentic workflows actually reduce cost in healthcare, life-sciences, and federal-adjacent operators — and where they do not.
License posture as a savings lever
Why license right-sizing is the most consistently-mispriced part of enterprise IT spend in PE portfolios.
How to get it
New research is sent to the field-notebook mailing list. Older pieces and sanitized register samples are available under NDA — start a conversation below.