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1001 E W.T. Harris Blvd · Charlotte, NC 28262
Private Investment·Middle Market·Real Estate
(704) 780-5627
Perspectives

Investment Thinking.

Perspectives on private markets, capital allocation, and the Southeast economy — written for investors and business owners who want substance over noise.

Private Equity

The Case for Permanent Capital in Middle-Market PE

Why the traditional 10-year fund structure systematically destroys value at the portfolio company level — and what the alternative looks like in practice.

Real Estate

Charlotte Industrial: The Case for Long-Term Ownership

Why we believe Charlotte-area industrial real estate represents one of the most durable long-term investment opportunities in the Southeast — and how we are positioning the portfolio.

Private Credit

Senior Secured Lending in 2024: What Has Changed and What Has Not

A framework for thinking about credit risk in today's interest rate environment — and why our approach to underwriting has not changed despite the market transformation.

Private Equity

What Family Business Owners Get Wrong About PE Buyers

Most family business owners evaluate PE buyers on valuation. Here is what they should be evaluating instead — and why it matters more for the outcome than the purchase price.

Special Situations

The Corporate Carve-Out Opportunity in 2024

Why large corporations are divesting non-core assets at an accelerating pace, why most PE firms are structurally poorly positioned to buy them, and why we are not.

Real Estate

Southeast Real Estate: Five Markets We Are Watching

A capital allocation update on the five Southeast markets — Charlotte, Raleigh, Atlanta, Nashville, and Richmond — where we see the most durable investment opportunities through 2027.