There’s a distinction I find myself making more often in conversations with law firms: the difference between the practice of law and the business of law.
AI tools are advancing fast on the practice side. Harvey is a good example,
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Portfolio intelligence is becoming a competitive advantage in sponsor coverage
By Colin McKee
The previous article in this series examined the forces widening the operating model divide: mandate concentration, intelligence complexity, and the compounding advantage of agentic AI. This article looks at where the most valuable mandates come from, and the sponsor intelligence…
In a winner-take-most market, every deal and pitch counts
By Colin McKee
The previous article in this series examined how fragmented data is impacting coverage precision. This article explores how modern operating models are redefining deal velocity.
The investment banks winning the most mandates right now aren’t necessary the ones with the…
Beyond go-live: How to turn your CRM into a growth engine
By Colin McKee
Go-live is a milestone. It’s not the finish line.
Yet for many firms, CRM projects stall right after launch. The system is live, users are trained, dashboards are built — and then momentum fades.
That’s not a failure of execution.…
Why intelligence is the new advantage in private wealth capital flows
By Colin McKee
Capital flows from private wealth are becoming more dynamic, more competitive, and more complex. In this environment, intelligence — not just data — is emerging as the defining advantage. Firms that can see around corners, anticipate advisor and investor behavior,…
How leading firms are building institutional‑grade operating layers
By Colin McKee
The firms gaining an edge in private wealth distribution share one thing in common: Rather than simply adding headcount, they redesigned their operating model before the pressure hit.
Scaling and integrating private wealth distribution within the private markets requires an…
The infrastructure gap slowing private wealth distribution
By Colin McKee
Private wealth teams are scaling faster than the infrastructure supporting them — and the gap is widening.
Private wealth is becoming a defining growth engine for private markets. Yet most private wealth teams — as well as PE groups expanding…
Why most cloud migration plans stall — and what it takes to actually move
By Colin McKee
Most law firms aren’t avoiding the move to Compliance Cloud because they disagree with the case for it. They’re stalling because the case for moving doesn’t answer the questions that actually keep risk officers up at night: Who does the…
The strategic risk leader: Building the capabilities that will define the next decade
By Colin McKee
Ten years from now, the most effective risk leaders in accounting will operate very differently than their current counterparts. The capabilities required to lead risk at scale — across complex, PE-backed, globally operating professional firms — are expanding, and the…
The full-portfolio view: How risk intelligence creates strategic advantage at scale
By Colin McKee
Most accounting firms are reasonably good at evaluating individual engagements. They have intake processes, conflict checks, independence protocols, and approval workflows. Partners make judgment calls, document their reasoning, and move forward.
But the firms building the most durable competitive positions
…