Lessons from acquisitions, integrations, capital allocation, rollups, negotiations, and deals that looked better in Excel than they did in real life.
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Deal Lessons
Spend a week in cannabis and the room splits in two: the people who built the plant and the people who built the spreadsheet. The truth, if there is one, lives in the overlap.
June 14, 2026 · 4 min read
Capital Allocation
It's not that we can't do math. It's that every incentive in the process points the assumptions in one direction: up.
May 26, 2026 · 2 min read
Negotiation
Everyone reads the price. The page that decides whether you'll be happy in two years is the one dictating what happens between signing and closing.
May 12, 2026 · 2 min read
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