Notes.
Short pieces on questions we keep being asked, written by the partners a few times a year. There’s no newsletter: when there’s a new note, it’s here.
The second plant is usually the wrong answer
When the order book is full, a new building feels like the responsible answer. Most of the time the capacity is already in the plant you have.

Ingrid Malmberg
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4 min read
Price waterfalls for people who hate spreadsheets
A price waterfall shows where the money goes between the list price and what the customer pays. You can draw one for a single customer on a napkin.

Tomas Ekdahl
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4 min read
The first hundred days have no owner
Deals are run by the people who negotiate them. The months after closing are usually run by nobody in particular, and that is where the value goes.

Henrik Ahlström
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3 min read
A question of your own? Bring it, and a partner will reply within two working days.