Deal Tear-Down

Monthly-ish public tear-downs of named M&A transactions in AI infrastructure, industrial technology, and adjacencies. Each issue applies the fourteen-workstream commercial DD framework from Due Diligence for the AI Buildout to a real acquisition. What I would test first, what I would flag, what the market is getting right and getting wrong. First-90-minute DD scoping, not comprehensive DD.

Issues

Issue 0

Equinix + CPP / atNorth $4B: what DD would flag on a Nordic data centre take-out

19 Aug 2026 · 18 min read

Companion series

Deal Watch applies the same operational and diligence lens to non-M&A capital events. Financings, backstops, JVs, strategic partnerships. Due Diligence for the AI Buildout is the fourteen-essay practitioner series the tear-down framework is drawn from.