Insights
Notes from inside PE-backed and founder-led software companies, tagged Capital Advisory.
March 9, 2026 · Bass Zanjani
Cheap drones and autonomous systems are rewriting the cost-exchange ratio of modern defense and moving capital toward Counter-UAS, sensors and the autonomy supply chain. Where sponsors are transacting, and what the diligence bar looks like.
March 3, 2026 · Bass Zanjani
When Middle East tensions flare, the reflex is to look for the nearest exit. Fifty years of market history, from the 1973 oil embargo to the current tensions, says something different about how equities actually behave.
February 13, 2026 · Bass Zanjani
Leverage, cost cuts and multiple expansion no longer carry a deal on their own. This is the playbook the firms winning deals are running instead, from technology diligence before close to AI-driven margin expansion and real-time portfolio visibility.
February 12, 2026 · Bass Zanjani
Most buyers treat a Quality of Earnings report as the standard for M&A diligence, and they are not wrong. Sophisticated buyers are going further with Quality of Revenue analysis. What each one tells you, and what it does not.
November 6, 2025 · Bass Zanjani
2024 was a banner year for private equity technology investment, and the momentum carried into 2025, especially in the middle market. What is fueling the shift, and what it means for founders, management teams and investors.
November 6, 2025 · Bass Zanjani
MENA recorded $115.5 billion in announced deals in the first half of 2025, a 149% surge on the previous year. The regulatory reform, sovereign capital, macro conditions and cross-border activity behind that number, and the sectors absorbing it.