StrategyApril 2026
The new economics of scale in an AI-native enterprise.
Why traditional moats are eroding faster than P&Ls suggest — and the three structural responses leadership teams should be modeling now.
Read perspectiveInsights
Perspectives from the partner desk.
Original research and frameworks from the engagements shaping our point of view on the next decade of enterprise value creation.
M&AMarch 2026
Synergy capture: where 60% of value still leaks.
A decade of post-merger data points to a familiar pattern. The fix is operational, not analytical.
Read perspectiveOperationsFebruary 2026
Cost-out without value-out: a discipline, not an event.
Most cost programs erode the very capabilities they were meant to protect. A more durable approach.
Read perspectiveCapitalJanuary 2026
Balance-sheet strategy for a higher-for-longer world.
Rate normalization changes the calculus on leverage, buybacks, and reinvestment. CFOs should reset frameworks now.
Read perspectiveDigitalDecember 2025
AI adoption is a governance problem disguised as a tech problem.
The bottleneck isn't model quality. It's decision rights, data ownership, and risk appetite.
Read perspectiveLeadershipNovember 2025
The CEO's first 200 days: what the data actually shows.
A study of 140 CEO transitions reveals the moves that correlate with five-year outperformance.
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