Cape Fear Advisors, LLC
Greg Collins, Founder & Principal
Structural Analysis · Operating Advisory
Market dynamics, operating structure, and valuation — through the lens of public company disclosure. Growth strategy, M&A, and PE operating execution. Two practices grounded in four decades of operating experience and more than 70 completed transactions.
What We Do
Cape Fear Advisors serves two audiences from one credential base. For public companies and their observers, we provide independent structural analysis — market dynamics, operating structure, and valuation, read through the lens of public company disclosure. Current work covers NVIDIA, SpaceX, and CoreWeave.
For privately held software and services businesses, we provide operating and growth advisory — strategic planning, M&A, and PE operating playbook execution across every stage from early growth through exit.
Both practices draw on the same operating foundation. Greg Collins leads all client work personally. Based in Boston, MA.
Working With Us
Commissioned analysis, retained research relationships, board and committee advisory, media background. Available in whatever shape fits the question.
Growth strategy, M&A, PE operating playbook execution. Some relationships run for years; others are defined projects. The format follows the objective.
The Work
Original analytical frameworks applied to NVIDIA, SpaceX, and CoreWeave — from an operator’s perspective. The same thinking that drives client work, made visible.
Approximately 25 pieces published across the Strategy Lab and Substack, with new analysis added regularly.
Follow on Substack →CoreWeave, Adding It Up
June 2026 · Substack
SpaceX · IPOSpaceX, Adding It Up: The Record-Breaking IPO Week
June 2026 · Substack
NVIDIA · Valuation FrameworkThe Twelve Elements of NVIDIA’s $4 Trillion Valuation
May 2026 · ~14 min read
AI Market StructureMicrosoft Just Said a Lot About SpaceX
April 2026 · ~16 min read
View all structural analysis →
About the Firm
Greg Collins — former Big 8 management consultant, investment banker, CEO of Basho Technologies and C3 Metrics, Senior Vice President at Reynolds & Reynolds — founded the firm on the experience that comes from building, operating, and advising companies across four decades.
His background spans enterprise software, automotive retail technology, and AdTech. The structural analysis work grows from the same operating lens that drives client engagements.
"The operating experience is what makes the structural work possible. It's the same lens we bring to every engagement."
Greg Collins, Founder
Strategy Lab
PE operating group playbooks, growth strategy, M&A, and the questions that matter most to CEOs and investors in software and services businesses.
The Essential Strategist archive — ten years of practice, compressed into frameworks you can use.
Explore the Strategy LabAI Readiness Belongs on the Strategist’s Desk
May 2026 · 8 min read
Technology & ValueThe SaaSpocalypse Is an Operating Opportunity
PE Operating Groups
PE Operating GroupsMarketing Is the Largest Unaudited Cost Line
The missing chapter in the operating playbook
View all Strategy Lab articles →The first step is a conversation about what you're working on and whether the background is the right fit.
