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Strategy

A collection of 2 posts
A dramatic digital illustration of a rough, dark grey stone cube cracking open to reveal a brilliant, glowing geometric crystal inside, symbolizing the unlocking of trapped value.
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.
16 Dec 2025 1 min read
A minimalist illustration of a yellow digital credit card welded to a red metal shopping cart, symbolizing the complex fintech integration of EQB and PC Financial.
Post-Merger Integration

Why EQB Bought a Grocery Store Bank

EQB isn't just buying a bank; they're buying a habit. A deep dive into the three integration risks that will determine if the PC Financial deal succeeds.
04 Dec 2025 2 min read
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