Business Case & ROI

Storage took 2.4% of Q1 2026 AI infrastructure spending. That deferral is expiring into a component market that has repriced every quarter. What it costs, and how to structure the refresh.

Two facilities priced 200 to 250 basis points apart in the same week. The difference was collateral, not credit. Why acquisition debt sized only on EBITDA leaves both pricing and capacity on the table.

Two software companies at the same $6M ARR can be priced two turns of revenue apart on category narrative alone. Here is what that gap costs in dilution, and the non-dilutive debt alternative.

Middle-market commercial balances are rising on higher revolver utilization, not new borrowers. With SOFR at 3.63% and September hike odds at 63%, a drawn line funding permanent assets costs twice.

Selling is not the only way to get liquidity out of a business. A recapitalization releases owner cash while keeping the asset and the upside. Here is how it works and when to use it.

Sixty percent of online-lender borrowers paid more than they expected. The gap is not about lender type. It is about what the borrower verified before the process started.

Manufacturing acquisitions jumped 22% in Q1 2026, but buyers financing them with a single acquisition loan leave equipment, inventory, and working capital unfunded. Why asset-heavy deals need a blended capital stack.

Selling an illiquid asset to raise cash costs twice, in discount and in forfeited upside. How owners unlock liquidity by borrowing against the asset instead of selling it.