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Field Notes from the Deal Table

Insights & Perspectives.

What we've learned running capital raises, restructurings, and transactions from the inside. Written for operators, founders, boards, and the people who fund them.

01 Capital Markets
02 Restructuring
03 M&A
04 Fractional Leadership
02 Articles
How Is AI Transforming Efficiency in Modern US M&A Transactions? 29 Jul 2026
M&A

How Is AI Transforming Efficiency in Modern US M&A Transactions?

The gains are real, measurable, and concentrated in a much narrower band of the deal than the marketing suggests.

11 min read Simit D. Shah
What Are the Key Differences Between Multi-Family and Single-Family Advisory? 22 Jul 2026
Family Office

What Are the Key Differences Between Multi-Family and Single-Family Advisory?

Usually framed as a cost question. It is really a question about who owns the judgment when a decision is close.

10 min read Idris Elgabalawy

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Reading about it only goes so far. If any of the above maps to a decision on your desk right now, we're built to step in early and lead.

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