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Bite-sized analysis on emerging patterns, term shifts, and deal dynamics we're tracking in real time

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Market Insights
June 2025

Now you EBITDA me, now you don't

Dan Wertman
Dan Wertman
Market Insights
May 2025

Default now or forever hold your peace

Dan Wertman
Dan Wertman
Market Insights
May 2025

Betting against your own team

Dan Wertman
Dan Wertman
Market Insights
May 2025

When half a defense is no defense at all

Dan Wertman
Dan Wertman
Market Insights
April 2025

When Your EBITDA needs a tariff-proof vest

Dan Wertman
Dan Wertman
Market Insights
April 2025

Sacred rights are in this season

Dan Wertman
Dan Wertman
Market Insights
April 2025

One blocker to rule them all

Dan Wertman
Dan Wertman
Market Insights
January 2025

The early bird lost the worm, and $50 million

Dan Wertman
Dan Wertman
Market Insights
December 2024

The big stack printed more chips

Dan Wertman
Dan Wertman
Market Insights
December 2024

The extra nugget is not yours

Dan Wertman
Dan Wertman
Market Insights
December 2024

I made a bet that keeps getting worse

Dan Wertman
Dan Wertman
Market Insights
December 2024

You can put the acquisition in your cart, but can you check out?

Dan Wertman
Dan Wertman
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