Investment Thesis Featured Why We Buy "Broken" Companies PE sees tech risk. VCs see services drag. We buy profitable companies they miss. Inside Backer North's 2026 "Stranded Asset" mandate.
ETA Griffins are ETA's Unicorns: Why Search is a Hits Business Stanford claims 4.5x. Yale proves it's 2.5x. The difference? Griffins.
M&A From the Buyer's Desk: The ROI of True Transaction Readiness After looking at nearly 300 potential acquisitions, I’m convinced the deals that fail usually don't fail because the business is bad. They fail because the business is illegible.
