Insights.
Notes from the principals. Published rarely, and only when we have something we would say on a call.
What AI does to the value of an education business
The questions boards and owners are asking about AI, answered with the deal and apprenticeship data we track: what is losing value, what is holding it, and what buyers will ask next.
Read the pieceThe three things every buyer asks in the first ten minutes
Owners expect the first buyer conversation to be about the numbers. It rarely is. Why buyers ask about people first, funding second and the accounts last, and what to do a year early.
Read the guideWhere the capital is moving in education and training
A read of 357 verified deals over the two years to July 2026: where the money is going, who is buying, and what it means for owners.
Read the market viewAre you ready to sell? A readiness rubric for founders
The mindset of a sale, what to expect from the process, and a scorecard to grade yourself honestly before you speak to anyone.
Read the rubricGet the briefing.
The Thomsett Lockey read on education and training M&A. No noise.