How an organisation changes when the past is no longer enough
We follow companies that need to reorganise capital, culture, leadership, and priorities to hold the present without getting shut out of the next cycle.
What we are watching
Capital reallocation, distributed structures, governance changes, operating reorganisation, and moves where transforming a company demands more than a new speech.
Where it is being decided
In the ability to move resources, redesign incentives, coordinate multiple businesses at once, and build an organisation that does not depend on a single figure.
Why it matters
Because transforming a company is not announcing the future. It is building a structure capable of funding it, executing it, and sustaining it without emptying out what still keeps the business standing.
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Business Transformation
The New Contract as Leverage: Why Standardizing Revenue Cycle Can Cut Costs More Effectively than Another Wave of Software
ISG launched a standardized contractual framework for revenue cycle management in U.S. healthcare. This initiative transforms ambiguity into a governable, measurable, and negotiable operation.
Sofía Valenzuela6 minLatest articles
DIRTT and the Measurable Transformation: Margins, Liquidity, and a 2026 Promise Requiring Surgical Execution
DIRTT closed Q4 2025 with moderate growth and improved margins, but reported a net loss and higher restructuring costs. Their 2026 outlook sets higher expectations.
Global Net Lease and the Transformation Few Celebrate: Less Narrative, More System
Global Net Lease concluded 2025 with a decisive yet unglamorous snapshot: less debt, more liquidity, and a simpler portfolio. The real transformation lies in disciplined growth that doesn't rely on heroic gestures.
The Software Sell-Off Tests the Value of Subscription Models
The software stock decline on February 23, 2026 invites a review of what sustains a subscription. Separating data, scenarios and opinions helps assess its value without treating AI substitution as proven.
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The Software Sell-Off Tests the Value of Subscription Models
The software stock decline on February 23, 2026 invites a review of what sustains a subscription. Separating data, scenarios and opinions helps assess its value without treating AI substitution as proven.
84
DIRTT and the Measurable Transformation: Margins, Liquidity, and a 2026 Promise Requiring Surgical Execution
DIRTT closed Q4 2025 with moderate growth and improved margins, but reported a net loss and higher restructuring costs. Their 2026 outlook sets higher expectations.
77
Global Net Lease and the Transformation Few Celebrate: Less Narrative, More System
Global Net Lease concluded 2025 with a decisive yet unglamorous snapshot: less debt, more liquidity, and a simpler portfolio. The real transformation lies in disciplined growth that doesn't rely on heroic gestures.
76