Cross-border arbitrage
Why US investors overpay for SaaS — and what Europe offers instead
A structural lens on multiples, growth narratives, and where European assets still trade with a margin of safety for US balance sheets.
1 במרץ 20257 min
ReadGhezali Capital
Insights — Capital, opportunities & market dislocations
We decode where value is mispriced, where capital is moving, and where opportunities emerge before they are visible.
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Featured briefing
Investment opportunities
The €200B SME transition: the largest overlooked opportunity in Europe
Why the mid-market consolidation wave is mispriced by most allocators — and where proprietary deal flow still clears before it hits broad process.
15 במרץ 20258 min
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Cross-border arbitrage
The hidden arbitrage between French engineering talent and US capital
Deep tech and industrial software in France often scale with world-class R&D and under-optimized commercial engines — a pattern US allocators can structure around.
18 בפבר׳ 20256 min
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Market dislocations
Mid-market fragmentation: where consolidation creates outsized returns
Local roll-ups and buy-and-build in fragmented services and distribution — why the best economics sit below the radar of large-cap funds.
1 בפבר׳ 20257 min
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Strategic intelligence
Capital flows and structural shifts: what changed this quarter
A concise read on where we see liquidity rotating, spreads moving, and opportunity sets widening for cross-border mandates — for decision-makers only.
20 בינו׳ 20259 min
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Case signals
Case signal: industrial services roll-up (anonymized)
Mini pattern recognition: how a regional platform absorbed four assets in eighteen months without breaking customer SLAs — and what it implies for similar files.
8 בינו׳ 20255 min
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