The Strategy Stop

Insights

Research we'd stand behind in a partner meeting.

Sector theses, deal frameworks, and operating notes from our work in the lower middle market. No content-marketing filler — if it's here, we think it would change how you'd underwrite something.

Sector thesis · 19-page PDF
Featured Research

Managed IT Services: a buy-and-build thesis for the lower middle market

Market structure, consolidation economics, and the value creation levers that separate platforms worth owning from platforms worth passing on. The full deck we've shared with leading private equity firms — available by email.

The Strategy Stop Research · 2026
Operating Notes

Stop Trying to Be Great at Everything: Optimize Your Service Model Around the Customer You Actually Want

No company can be great at everything. Strategy means choosing your customer — and having the discipline to underperform, deliberately, on what they don't value.

Nov 1, 2025 · 4 min read

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