● 80+ ACQUISITIONS● $400M+ RAISED● 3 PUBLIC CO CFO● $1.3B+ REVENUE● 30+ YEARS● 12 PE FIRMS● $340M+ EBITDA
● 80+ ACQUISITIONS● $400M+ RAISED● 3 PUBLIC CO CFO● $1.3B+ REVENUE● 30+ YEARS● 12 PE FIRMS● $340M+ EBITDA
● 80+ ACQUISITIONS● $400M+ RAISED● 3 PUBLIC CO CFO● $1.3B+ REVENUE● 30+ YEARS● 12 PE FIRMS● $340M+ EBITDA
Deep-Dive Research

White Paper Library

Deep-dive analytical pieces organized by topic — industry verticals, functional areas, C-suite dynamics, and AI strategy. Each piece is expanded from Brad's original thinking into a structured white paper.

All Topics

2 white papers

Surviving the Upgrade1 parts
White PaperPart 1

Surviving the Upgrade: The CFO's Evolving Role in the Age of AI

This white paper explores how Artificial Intelligence is fundamentally reshaping the CFO function, demanding new skills and strategic leadership beyond traditional finance. It provides a practical framework for PE-backed operators to navigate this transformation, ensuring their finance leaders remain indispensable and drive strategic value.

The CFO role is undergoing a mandatory upgrade driven by AI, shifting from technical analysis to strategic judgment, governance, and impactful financial storytelling. Embracing these new capabilities is crucial for relevance and value creation in PE-backed environments.
Apr 2, 2026
White Paper

CFO in the Age of AI: Your Capital Allocation Framework

This white paper outlines how Private Equity-backed CFOs should approach AI not as a technology problem, but as a critical capital allocation challenge. It provides a framework for evaluating AI investments across infrastructure, productivity tools, and competitive moats to ensure strategic, compounding returns.

The most effective AI strategy for PE-backed companies is rooted in a robust capital allocation framework, not just technology enthusiasm, ensuring every investment compounds value and delivers measurable ROI.
Mar 31, 2026