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Cyber Resilience

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August 31, 2026
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8 minute read

Nutex Health Filed Under 8.01. Seven Days Later It Filed Under 1.05. The Class Action Landed in Between.

Nutex Health filed a cyber incident under SEC Item 8.01, then converted to Item 1.05 seven days later. A class action arrived in between. What the sequence means for boards.

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August 31, 2026
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10 minute read

Fifteen Months, One Phone Call: How the Same Attack Went From Marks & Spencer to Apollo Global Management

The same attack technique ran from UK retail in April 2025 to Wall Street in July 2026. Fifteen months, public the entire time, and the controls that stop it are neither new nor expensive.

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August 30, 2026
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9 minute read

How a Phone Call Beats MFA: Anatomy of the Wall Street Vishing Wave

Anatomy of the vishing wave hitting Wall Street: how a phone call captures the authenticated session MFA produces, the indicators to hunt for, and the controls that close the exposure.

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August 30, 2026
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12 minute read

Apollo. Blackstone. Bridgewater. Bain. The Same Crew Is Vishing Them All — And Bain Is Already a Defendant.

Apollo, Blackstone, Bridgewater, and Bain Capital are all in the crosshairs of the same vishing campaign. Bain is already a defendant in the first sponsor-liability ruling. Two-front war on PE.

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June 7, 2026
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12 minute read

Operation Epic Fury. Volt Typhoon. BRICS Settlement Rails. Your Portfolio's Cyber Risk Just Became a Geopolitical Position.

The convergence of Operation Epic Fury, Volt Typhoon's pre-positioned access inside US infrastructure, and BRICS de-dollarization is not a geopolitics story. It is a portfolio risk story. Ray Dalio calls this Stage 6 of the Big Cycle — the restructuring phase, where debt-laden empires compete through proxies and economic warfare rather than direct confrontation. Paul Kennedy called the underlying dynamic "imperial overstretch." Jared Diamond would note the resource pressure and institutional fragility. Thomas Friedman would observe that the world is no longer flat. For PE deal teams and portfolio operators, the relevant question is not who wins the geopolitical contest. It is which of your portcos are inside the blast radius of a conflict none of them signed up for.

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June 7, 2026
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6 minute read

Acquisition Agreements Get Signed on Cyber Reps Nobody Verified. That Becomes the GC's Problem.

Acquisition agreements get signed on cyber reps no one independently verified. When the deal closes, the gap between what was repped and what's true becomes the buyer's liability and the GC's problem. What deal counsel should require first.