Our Insights

Perspectives on operational value creation, mid-market M&A, and building sustainable businesses from the Amalgam Capital team.

Insights

PE Firms Spend $500K on Due Diligence and $0 on Asking Management What Is Actually Working

Private equity has the most rigorous pre-investment process of any asset class, then governs a five-year partnership with a quarterly PowerPoint and good intentions. The retrospective framework borrowed from software can fix that.

Rachit Shukla · Mar 9, 2026

12 min read

Insights

What Operators See on the Shop Floor That Financial Buyers Miss

Most private equity due diligence lives in spreadsheets. The operator's edge lives on the shop floor. Here is the six-category framework we use to find value that financial buyers overlook, and the discipline to walk away when the operational lift is too heavy.

Rachit Shukla · Feb 28, 2026

23 min read

Insights

The Family Office Talent Gap: Why Direct Investing Demands an Operator Partner

70% of family offices are making direct investments, but fewer than one in five have the operational capabilities to do it well. Here's how to close the gap.

Rachit Shukla · Feb 26, 2026

13 min read