Field notes

Field notes

Three articles. The first names the problem. The second describes what the destination looks like. The third lays out where to start.

— 01
The diagnostic

Why IT Services Firms Keep Losing PE Work

And it has nothing to do with delivery

Five commercial failure modes that show up across mid-market IT services firms trying to break into private equity. If you've been losing deals you should have won, this is where to look first.

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— 02
The destination

Year 1, Year 2, Year 3

The PE-ready IT services firm

Five maturity markers across a three-year arc. What firms get right in year one, what compounds in year two, and what separates a firm winning PE-portco work consistently in year three.

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— 03
The first move

The First 90 Days

The five moves Year 1 begins with

Five concrete Year-1 moves in execution order: offer, ICP, proof points, narrative, handoff. The article most worth reading if you're deciding whether to start this work in the next quarter.

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