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Archive

Technology

🏪 Niche Convenient Store Software to a $4.5B Heavyweight

Apr 5, 2025

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9 min read

🏪 Niche Convenient Store Software to a $4.5B Heavyweight

Story of PDI Technologies

Consumer & Retail

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

Mar 29, 2025

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9 min read

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

Private equity’s evolving investment strategy in beauty

Media & Telecom

+1

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

Mar 22, 2025

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11 min read

⚽ 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

Real Estate

+1

⛷️ 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

Consumer & Retail

+1

💊Walgreens Buyout: Sycamore's Next Bold Move

Mar 8, 2025

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14 min read

💊Walgreens Buyout: Sycamore's Next Bold Move

Deep dive into Walgreens breakup scenario

Financial Services

📈 Making money off of your money

Mar 1, 2025

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10 min read

📈 Making money off of your money

Rolling up registered investment advisors (RIAs)

PE Training

🎓PE Training: Vertical SaaS + Payments

Feb 22, 2025

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9 min read

🎓PE Training: Vertical SaaS + Payments

A must-know for software investing

Technology

⚰️ Funeral Home Software Roll Up & Payments Strategy

Feb 15, 2025

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9 min read

⚰️ Funeral Home Software Roll Up & Payments Strategy

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

🗓 Weekly Rollup: DOGE & Revenue Cycle Management

Feb 11, 2025

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5 min read

🗓 Weekly Rollup: DOGE & Revenue Cycle Management

DOGE probe into Medicare and Medicaid

Business Services

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

Feb 8, 2025

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9 min read

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 Training

🎓PE Training: Continuation Funds

Feb 4, 2025

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8 min read

🎓PE Training: Continuation Funds

History, structure, and economics of continuation funds

Media & Telecom

+1

🎭 Musical Theatre Roll Up & Vertical Integration

Feb 1, 2025

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8 min read

🎭 Musical Theatre Roll Up & Vertical Integration

Story of ATG Entertainment, a global theatre platform backed by Providence Equity

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