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Road To Carry Newsletter

Road To Carry Newsletter

Learn how private equity actually makes money—through detailed breakdowns of real deals. Brought to you by a former PE VP.

Join 2,000+ professionals getting the PE playbook every Saturday—including readers from Blackstone, KKR, Carlyle, Goldman Sachs, and LPs managing $100B+.

Featured

Company Deep Dive

🏪 Niche Convenient Store Software to a $4.5B Heavyweight

Apr 5, 2025

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8 min read

🏪 Niche Convenient Store Software to a $4.5B Heavyweight

Story of PDI Technologies

Industry Deep Dives

⛷️ Rolling Up Ski Mountains

Mar 15, 2025

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10 min read

⛷️ Rolling Up Ski Mountains

Private equity’s involvement in ski duopoly Vail and Alterra

Industry Deep Dives

🚾Flush with Opportunity: PE’s Porta-Potty Roll-Up

May 31, 2025

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10 min read

🚾Flush with Opportunity: PE’s Porta-Potty Roll-Up

Playbook & United Site Services case study

Articles

🩺 How New Mountain Turned a PR Agency into a $3B Healthcare Data Powerhouse

Sep 8, 2025

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9 min read

🩺 How New Mountain Turned a PR Agency into a $3B Healthcare Data Powerhouse

From "just another marketing agency" to a pharma industry game-changer

Company Deep Dive

🏞️ Hiking Its Way to the Top: AllTrails’ PE-Backed Ascent

Aug 23, 2025

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10 min read

🏞️ Hiking Its Way to the Top: AllTrails’ PE-Backed Ascent

Journey to dominate B2C outdoor leisure

Company Deep Dive

⛳ Buy Low, Swing High: The 9x TaylorMade Turnaround

Aug 16, 2025

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11 min read

⛳ Buy Low, Swing High: The 9x TaylorMade Turnaround

From the rough to a $3.5B valuation

Company Deep Dive

🍺Powering Happy Hours One Keg at a Time

Aug 2, 2025

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10 min read

🍺Powering Happy Hours One Keg at a Time

MicroStar-King of Shared Keg Logistics

Company Deep Dive

🔌Plug-In Play: Transitioning from B2C and SMB to Enterprise B2B Software

Jul 26, 2025

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11 min read

🔌Plug-In Play: Transitioning from B2C and SMB to Enterprise B2B Software

Formstack Integration Playbook

Company Deep Dive

📺The Billion-Dollar Baby Media Roll-Up

Jul 19, 2025

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10 min read

📺The Billion-Dollar Baby Media Roll-Up

The Moonbug Story—Blackstone’s Bet on Digital Childhood

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Road To Carry Newsletter

Learn how private equity actually makes money—through detailed breakdowns of real deals. Brought to you by a former PE VP. Join thousands of professionals getting the PE playbook every Saturday—including readers from Blackstone, KKR, Carlyle, Goldman Sachs, and LPs managing $100B+.

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