Publications
This is a list of papers I’ve authored (or co-authored) which have been published, in reverse chronological order.
Value Creation in Private Equity
This paper sets out a five-capability blueprint for value creation alpha and illustrates — with data and case studies — how leading GPs are now tilting their models to becoming the next-gen ‘quant PE house’.
The M&A Dance
This report examines why many public company M&A deals fail to deliver sustainable shareholder value — and how the best acquirers beat the odds.
Following the Money in AI
Examines the unprecedented scale of hyperscaler investment in AI infrastructure — forecast to exceed US$1 trillion between 2025–2027 — and the strategic dilemmas it creates.
The Asia Data Center Landscape
This report provides a comprehensive analysis of the Asian data centre market, exploring the factors driving growth and the strategic considerations for successful carve-outs.
The Electricity Economy
Explores the rising strategic importance of cheap, secure and reliable electricity as a driver of global competitiveness amid surging demand from emerging markets, data centres and transport electrification.
On Crypto
I started investing in Crypto assets in 2018 and have been fascinated in the possibilities ever since.
“A purely peer-to-peer version of electronic cash would allow online payments to be sent directly from one party to another without going through a financial institution.”
Sitoshi Nakamoto
The Bitcoin White Paper
On Financial Services
I have been advising on Financial Services M&A and Strategy since 2004. These papers set out my views across Asset Management, Banking/Credit, Insurance and Payments/Fintech.
“The ascent of money has been essential to the ascent of man.”
Niall Ferguson
The Ascent of Money
