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The Special Situations Compass

Leveraging lessons from the past to empower leaders in the arena to conquer today’s critical special situations

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The Virginia Referendum Is a Special Situation

Reprinted from the Richmond Times-Dispatch op-ed: When incentives break, systems follow. This is one of those moments.

Scaling the Arsenal of America

Capital Solutions to Scale Next-Generation National Security Capabilities

Regulatory Capture Is Holding America Back. It’s Time for Congress to Lead.

Regulatory capture isn’t just a problem for startups it’s a system that traps both big and small companies alike.

Capital Under Constraint: How Venture Debt is Powering Inflection Points

With tighter equity, rising dry powder, and maturing private credit, venture debt is no longer a fallback it’s a strategic lever for founders, GPs, and LPs at key inflection points.

Our high-skilled immigration needs to reinforce Americanization

Originally published in The Dallas Morning News on April 10, 2025.

Scaling Through Special Situations: Why Early-Stage M&A Makes Sense in 2025

How founders and venture-backed companies are using smart acquisitions to create leverage in a tight market.

It’s a Time to Buy & Build for The National Interest

Published on Breaking Defense to use M&A to accelerate cutting edge innovation

A Special Situations Perspective on Ukraine

The Paradox of Ukraine funding, written in January 2024