Perspectives

Notes from
the desk.

Occasional writing on tech M&A, founder-side transactions, SaaS retention metrics, AI deal activity, and the mechanics of running a real process.

May 12, 2026Market Update
Q1 2026 Global M&A: The Loudest Quarter on Record
A record $1.6T quarter powered by one historic AI deal — and a much narrower story underneath for core software dealmaking.
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May 6, 2026SaaS Metrics
Breakdown of Key SaaS Metrics
Why retention — not headline growth — reveals the real financial profile of a SaaS business, and how to read NRR, GRR, MRR and ARR together.
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May 4, 2026Advisory
Mastering Tech Advisory for Founders
Navigating the tech frontier in high-stakes transactions, how senior-led advisory changes the trajectory of a founder-owned exit.
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April 26, 2026AI
There Are Three Kinds of AI Deal Right Now. Founders Keep Pitching the Wrong One.
The press-release math on AI deals in 2025 and 2026 is doing real damage to founder expectations. Buyers are underwriting AI-native, AI-enabled, and AI-adjacent businesses in fundamentally different ways.
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April 26, 2026Founders
Why Bootstrapped Founders Walk Away With More, Even When VC-Backed Comps Look Higher
The Q1 SaaS M&A data just landed. On the headline, venture-backed companies look ahead, but ownership, dilution, and preference stacks tell a very different story.
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April 26, 2026SaaS Metrics
Growth Is a Story. NRR Is Evidence.
Why net revenue retention has quietly become the single most important number in a diligence process, and how founders can use it to strengthen their exit narrative.
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February 12, 2026Process
How to Prepare for a Sell-Side M&A Process
The workstreams that quietly determine the outcome, and the twelve-month runway most founders wish they'd had.
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March 12, 2025Podcast
Tech Podcast: A Career Advising Founders
A long-form conversation on founder psychology, buyer strategy, and the parts of a transaction that never make it into a data room.
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Notes fromthe desk.

Q1 2026 Global M&A: The Loudest Quarter on Record

Breakdown of Key SaaS Metrics

Mastering Tech Advisory for Founders

There Are Three Kinds of AI Deal Right Now. Founders Keep Pitching the Wrong One.

Why Bootstrapped Founders Walk Away With More, Even When VC-Backed Comps Look Higher

Growth Is a Story. NRR Is Evidence.

How to Prepare for a Sell-Side M&A Process

Tech Podcast: A Career Advising Founders

Notes from
the desk.