top of page

All Posts


Private Equity Targets Women’s Health at Scale: Hologic, Inc. Bought for Up to US$18.3 B
On October 21 2025, funds managed by Blackstone Inc. and TPG Capital announced a definitive agreement to acquire Hologic, Inc.
Oct 283 min read


Ownership Of AI Infrastructure Is Shifting, Fast
On 16 Oct 2025, a consortium including BlackRock, Nvidia, Microsoft, Abu Dhabi’s MGX, xAI, Temasek and KIA agreed to acquire Aligned Data Centers from Macquarie Asset Management
Oct 162 min read


The Growth–Efficiency Paradox: How to Run Both Without Starving Either
Most companies swing like a pendulum: one year it’s “grow at all costs,” the next it’s “cut everything.” The problem? You lose on both ends.
Oct 101 min read


The AI Readiness Trap: Why Buying Tools Isn’t Building Capability
Corporate AI adoption is accelerating; licenses purchased, pilots launched, dashboards demoed.
Oct 102 min read


AMD Lands Multi-Gigawatt AI Chip Deal with OpenAI: Strategic Lessons for Strategy Teams
AMD has secured a major contract with OpenAI to deliver hundreds of thousands of AI chips, amounting to roughly six gigawatts of capacity, over the coming years.
Oct 83 min read


The Alignment Mirage: Why Everyone Agrees Until Execution Starts
The Alignment Mirage: Why Everyone Agrees Until Execution Starts
Oct 12 min read


Novacap Acquires Integral Ad Science. What It Means for Strategy Leaders in Digital & Ad Tech
Private equity firm Novacap has agreed to acquire Integral Ad Science (IAS) in an all-cash deal valued at approximately US $1.9 billion, representing a ~22 % premium over its closing share price prior to the announcement
Sep 263 min read


Strategy in the Shadows: The Hidden Cost of Informal Workarounds
Most strategy conversations focus on structure, tools, and plans. But in every organisation, there’s another system at play, the shadow strategy.
Sep 242 min read


The Strategy Stack: How CSOs Structure Teams, Tools, and Cadence
Executives talk endlessly about the execution gap, the frustrating distance between a strategy signed off in the boardroom and results felt in the business.
Sep 193 min read


CC Capital Locks in Insignia Financial – Wealth Management Consolidation & What It Tells Strategy Leads
CC Capital, a U.S.-based private equity firm, has successfully become the sole bidder for Insignia Financial, following the exit of Bain Capital from a bidding war earlier in 2025.
Sep 183 min read


Cloud Concentration Risk: The Next Supply Chain Crisis Nobody’s Talking About
Executives love to tout their cloud migrations. The slide decks glow with stories of agility, cost savings, and AI-ready platforms, all riding on the back of major cloud providers.
Sep 152 min read


Accenture Fortifies APAC Cybersecurity. A Strategic Acquisition with Regional Reach
Accenture has agreed to acquire CyberCX, an Australian cybersecurity leader, in a deal valued at over US $1 billion.
Sep 102 min read


The Silent Killer of Data Strategy: Model Drift You’re Not Watching
Executives love to talk about being “data-driven.” New dashboards, predictive models, and AI pilots get the spotlight in every board update.
Sep 82 min read


iBASIS Breaks into Oceania. A Strategic Win in APAC Wholesale Connectivity
U.S.-based communications solutions provider iBASIS is entering the Australian and New Zealand markets with a strategic acquisition of wholesale voice, mobile, and messaging customer contracts from Telstra International
Sep 42 min read


Ecosystem Plays: When Partnerships Outperform Mergers
M&A has long been the weapon of choice for growth-hungry boards. Bigger balance sheet. New markets. Faster synergies.
Sep 12 min read


Zero-Based Redesign: When Budget Cuts Aren’t Enough
Zero-based budgeting is the darling of cost-cutting playbooks. Start from scratch. Justify every dollar. CFOs love it. Boards love it.
Aug 292 min read


Japan’s M&A Machinery Roars to Life – $232B Deal Frenzy Signals Strategic Reset
In the first half of 2025, Japanese M&A activity surged to $232 billion, a staggering spike that helped drive Asia’s total to $650 billion, more than double last year’s equivalent.
Aug 252 min read


The Hidden Tax of Transformation: Switching Costs You Didn’t Budget For
Everyone loves a big transformation story. New system launched. Org restructured. The press release practically writes itself.
Aug 252 min read


The Half-Life of Strategy: Why Advantage Decays Faster Than You Think
Once upon a time, strategy was about building moats. A clever product, a unique distribution network, a regulatory edge.
Aug 182 min read


The Decision Velocity Gap: Why Slow Governance Kills Fast Strategy
In 2025, strategy teams aren’t short on ideas, they’re short on the organisational velocity to act on them.
Aug 142 min read
bottom of page