Essay · June 2026

The operator nobody is hiring

Why the AI-driven corporate restructuring is producing exactly the kind of operators the lower middle market needs, and why nobody has figured out how to introduce them yet.

[OPENING PARAGRAPH — ~200 words. Hook: every story about AI taking jobs misses the second-order effect — it's not just creating unemployment, it's creating ownership candidates. Most coverage focuses on the loss. There's a quieter story underneath, and that story has implications for an entirely different market. Set up what the rest of the essay will argue.]

[Continue opening — establish the stakes and frame the question.]

The operator profile

[~350 words. Who are these people? Senior corporate leaders, 40s to 50s. P&L experience. Often Bay Street, Wall Street, Big Tech, Big Four, large industrial. They've run divisions. They've made hiring and firing decisions worth millions. They're not unemployed yet — many are still in roles — but they're watching their seats wobble.]

[What they want next: not another corporate seat. Something real. Ownership. Pay continuity but more agency. A different rhythm to the work.]

[Include 1-2 anonymized examples to make this concrete.]

Why they're invisible to the businesses that need them

[~350 words. Three structural reasons the matching fails. Use the points below or write as prose — whichever flows better.]

[Expand on each of these in prose if it lands better than the list. Sometimes lists feel too clinical for editorial writing — your call when you're writing.]

What this means for the wave

[~400 words. Reframe the bottleneck. The succession wave doesn't lack supply (sellers) or capital (which exists). It lacks coordination — turning available operators into credible buyers, then matching them to sellers who'd actually trust them.]

[Implications for each side: what founders should be looking for, what operators should be doing now, what capital providers should be building.]

[This is where the sharpest argument lives: this is the actual market opening. Not yet another search fund. The infrastructure that makes operator-led acquisition work at scale.]

[Optional pull-quote — the single most quotable line from your essay. Often the line that crystallizes the thesis. Delete this blockquote entirely if no line earns the treatment.]

What I'm watching for

[~200 words. Who builds the matching infrastructure? What financing structures emerge? Which platforms get good at this first?]

[Closing — the specific invitation. Something like: "If you're an operator wondering whether ownership is your next chapter, or a founder wondering where your next chapter might come from, I'd genuinely like to talk."]

If you're thinking about succession, building toward ownership, or just as interested in this shift, I'd genuinely enjoy a conversation.

Connect →