Recent Newsletters

Company Deep DiveCompany Deep Dive
🥛Dairy & Agriculture Software Roll-up in the Making

🥛Dairy & Agriculture Software Roll-up in the Making

Story of Ever.ag (formerly Dairy.com)

Company Deep DiveCompany Deep Dive
🏪 Niche Convenient Store Software to a $4.5B Heavyweight

🏪 Niche Convenient Store Software to a $4.5B Heavyweight

Story of PDI Technologies

Industry Deep DivesIndustry Deep Dives
✨ The Glow Up Economy: PE’s Investments in Beauty

✨ The Glow Up Economy: PE’s Investments in Beauty

Private equity’s evolving investment strategy in beauty

Industry Deep DivesIndustry Deep Dives
⚽ Little League, Big Money: PE’s Push into Youth Sports

⚽ Little League, Big Money: PE’s Push into Youth Sports

Private equity’s monetization of youth sports leagues, featuring: 3STEP Sports, Unrivaled Sports, and RCX Sports

Industry Deep DivesIndustry Deep Dives
⛷️ Rolling Up Ski Mountains

⛷️ Rolling Up Ski Mountains

Private equity’s involvement in ski duopoly Vail and Alterra

Company Deep DiveCompany Deep Dive
💊Walgreens Buyout: Sycamore's Next Bold Move

💊Walgreens Buyout: Sycamore's Next Bold Move

Deep dive into Walgreens breakup scenario

Industry Deep DivesIndustry Deep Dives
📈 Making money off of your money

📈 Making money off of your money

Rolling up registered investment advisors (RIAs)

PE TrainingPE Training
🎓PE Training: Vertical SaaS + Payments

🎓PE Training: Vertical SaaS + Payments

A must-know for software investing

Company Deep DiveCompany Deep Dive
⚰️ Funeral Home Software Roll Up & Payments Strategy

⚰️ Funeral Home Software Roll Up & Payments Strategy

Story of Tribute Technology, a funeral home software platform backed by Carlyle and Vista

Weekly RollUpWeekly RollUp
🗓 Weekly Rollup: DOGE & Revenue Cycle Management

🗓 Weekly Rollup: DOGE & Revenue Cycle Management

DOGE probe into Medicare and Medicaid

Industry Deep DivesIndustry Deep Dives
AI? No thanks. Private equity just wants to mow your lawn🌱🚜

AI? No thanks. Private equity just wants to mow your lawn🌱🚜

Over 75 PE-owned lawn care companies, and a gift that keeps on giving for CD&R

PE TrainingPE Training
🎓PE Training: Continuation Funds

🎓PE Training: Continuation Funds

History, structure, and economics of continuation funds

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