Where I publish
Aethon Insights
Practitioner analysis
Scenario-driven analysis and strategic frameworks for PE/VC partners and senior operators. Published through Aethon Ventures.
Iran conflict scenario: PE stress test
How a Gulf escalation would ripple through PE-backed portfolios — energy costs, supply chains, insurance, and exit timing.
Brent at $100: PE playbook for energy-intensive targets
What sustained high oil prices mean for deal screening, margin assumptions, and value creation plans.
What I write about
PE and VC value creation — how funds and portfolio companies can move beyond financial engineering. M&A execution — the operational reality of post-merger integration, not just the deal thesis. Revenue strategy and GTM design for mid-market businesses. Digital and data transformation that changes how a company actually operates. Geopolitical and macroeconomic scenarios that affect deal-making and portfolio management.
If you'd like to discuss a topic or collaborate on a piece, get in touch.