Read closely

The long reads, in order.

What a Korean company, regulator or founding family is about to do, before it does it. The thesis and contents are open to anyone; the summary needs a sign-in; the full read is for Desk and Firm members.

  1. Korea just changed the legal definition of an heir

    Korean business succession has always meant blood.

    6-minute read · · 0 views
  2. StructuralCorridor macro

    Korean capital is ready to buy Europe. Is Europe ready to be bought?

    The Bank of Korea raised its policy rate to 3% last week and lifted its 2026 growth forecast to 3.3%, up from the 2.6% it projected in May.

    2-minute read · · 0 views
  3. 56,000 Korean companies need a buyer. The Korean government made M&A the official path. Almost no European fund is positioned for it.

    There is a number that does not appear in any Western M&A advisory deck about Korea.

    3-minute read · · 0 views
  4. Everyone Went to Japan. Nobody Looked Next Door.

    Japan's succession opportunity is now institutional. Korea's version of the same story hasn't been discovered yet. Here's what that means.

    2-minute read · · 0 views
  5. Korea's Industrial Succession Crisis - And Why European Capital Is Missing It

    17 years in Korea taught me one thing: the opportunity nobody in Europe is talking about is hiding in plain sight.

    2-minute read · · 0 views