I wrote this article with my colleague Melissa Master Cavanaugh. It was published in Strategy & Business in 2012.

I wrote this paper with my colleague Peter Weichsel for the Informa Telecoms and Media Conference in London. The paper explores the early...

I wrote this White Paper for the Mobile Entertainment Forum's Mobile Digital Rights Management group. This paper was the first position...

I gave this paper to the Mobile World Congress, the industry's premier event which is held in Barcelona every year. This paper explored...

I gave this detailed paper at a private conference of telecommunications industry executives in Johannesburg in 2014. The paper explored...

I gave this conference paper at the TMT Finance Dubai conference in 2013. This paper explored our research into commoditization and the...

I hosted a panel of industry leaders at the TMT Finance Asia Conference in 2011. I asked the panel to discuss five central questions:...

I hosted a panel of industry leaders at the TMT Finance Asia Conference in late 2013. My panel explored several urgent questions facing...

I gave this conference paper at the TMT Finance & Investment Africa Conference in 2014. This paper explored the challenges and...

I gave this conference paper to open the SAMENA conference in Istanbul in 2013. This was an important moment for SAMENA, the Middle...

I gave this paper at the London Business School 11th Annual Middle East Conference. The paper is entitled: Staying on the Road to Growth:...

Cassini Partners launched in Pakistan in 2018. I presented this paper at the event, announcing our approach, investment thesis and views...

I presented this paper at the PropIT Middle East Conference in Dubai in April 2020. The paper explored the realities of investing in...

I presented this paper to SAMENA in March 2014. This is original research which I conducted with my colleagues at Booz & Co. into...

Rebuilding Lost Value One of the most fundamental objectives of the Private Equity process is to focus on rebuilding lost value in...

“I bought a fridge” For Amana, a proud mother of four we spoke to in rural Punjab, this was a big moment. Having a fridge means you can...

What do we want from Frontier Market Governments? Hint; not power cuts. There’s no question that the January 9th nationwide power outage...

We’ve spent much of the past ten years with a sceptical, somewhat disbelieving look on our faces. Why? Because we don’t much believe...

We were asked the other day if we’d be interested in buying a controlling interest in a substantial manufacturing company in one of our...

It’s true that the M&A landscape in Pakistan has evolved fast in the recent years. At the same time, the volume and value of deals are...