Transformative Deals - Are They Really Transformational Deals?

I have a small team that reports to me, and i work on each of the major transactions we look at. So if there is a qourtly business review or a meeting with one of our customers, i will invite myself to it. I'll have this direct dialogue around the businesses we will or won't demploy capital in. We know, you na a. That keeps it tight bit insures that when we're getting research, we're hearing it directly,. There's no sor of disintermediation of the information. Really good approach makes a lot of stands. But for us, most significant transformational deals have been capability deals in eir markets rather than classic transformational