What operators know
that consultants don't teach.
Frameworks, field notes, and working guides from senior advisors who have built the departments, written the policies, and presented the board books — across regulated industries and mid-market M&A.
The annual report.
Coming Q3 2026.
What deal teams are actually finding in the data room — and what it's costing them.
Our inaugural annual assessment of technology and security risk across lower-middle-market M&A transactions: the most common red flags, the highest-cost surprises, the compliance gaps that kill valuations, and the AI claims that don't survive a data room. Gated. Free to deal teams and operating partners on our list.
Reserve your copyWorking references for
technology and compliance decisions.
Fractional vs. Full-Time CTO: The Decision Framework
When a fractional engagement is the right answer — and when it is not. The variables that determine which model fits the business at what stage.
Tech Red Flags in M&A: The Deal Team's Checklist
The fifteen technology and security signals that most consistently result in deal re-pricing, escrow, or walk-away — and how to spot them before the LOI.
SOC 2 Readiness Without the Theater: A Practitioner's Guide
What SOC 2 actually requires, what the auditor is looking for, and how to build a control environment that holds up under scrutiny — not just under the assessment.
CMMC Level 2 Readiness: What the Regulation Actually Requires
A practitioner's guide to DFARS 7012, CMMC 2.0 Level 2, and the gap between what the checklist says and what a C3PAO assessment actually tests.
HIPAA for the Mid-Market: What OCR Actually Investigates
The enforcement priorities, the most common violation patterns, and the control gaps that turn a routine OCR inquiry into a multi-million-dollar resolution agreement.
The PE Operating Partner's Guide to Portfolio Tech Risk
How operating partners who are not technologists can identify, prioritize, and manage technology and security risk across a multi-company portfolio — without a full-time CTO.
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