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The thinking behind the moves.

The thinking behind the moves.

Field notes on capital, markets, technology, and the deals shaping what comes next.

Credit

Why private credit keeps growing

Banks are retreating from the middle market — and institutional capital is stepping into the space.

Banks are retreating from the middle market — and institutional capital is stepping into the space.

Rookonomy Desk

AI + Energy

AI needs power. Here’s where the capital is moving.

A data-centre buildout is colliding with the energy transition, reshaping infrastructure investing.

A data-centre buildout is colliding with the energy transition, reshaping infrastructure investing.

Rookonomy Desk

Deals

The Dayforce playbook: what a $12.7B take-private reveals

The Thoma Bravo deal offers a clear read on how private equity is underwriting mature SaaS.

The Thoma Bravo deal offers a clear read on how private equity is underwriting mature SaaS.

Rookonomy Desk

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