Company Deep Dive

Saturday

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

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

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

Industry Deep Dives

👶🏻Business of Babies: Inside the Surrogacy Agency Roll-Up

Jul 12, 2025

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9 min read

👶🏻Business of Babies: Inside the Surrogacy Agency Roll-Up

Healthcare Roll-Up Series Part 3

Company Deep Dive

Jul 5, 2025

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11 min read

💻Your Medical Questions Answered—by Private Equity

Healthcare Roll-Up Series Part 2

Company Deep Dive

🔢Teaching Math: The PE-Backed Tutoring Play

Jun 7, 2025

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8 min read

🔢Teaching Math: The PE-Backed Tutoring Play

Mathnasium case study

Company Deep Dive

May 3, 2025

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7 min read

🐾Petco Turnaround Strategy

Part 2 of Petco PIPE Analysis

Company Deep Dive

🐶Petco & PetSmart - the Tale of Two PE-Backed Pet Platforms

Apr 26, 2025

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8 min read

🐶Petco & PetSmart - the Tale of Two PE-Backed Pet Platforms

Part 1 of 2 Petco PIPE Analysis

Company Deep Dive

🥛Dairy & Agriculture Software Roll-up in the Making

Apr 12, 2025

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8 min read

🥛Dairy & Agriculture Software Roll-up in the Making

Story of Ever.ag (formerly Dairy.com)

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

Company Deep Dive

💊Walgreens Buyout: Sycamore's Next Bold Move

Mar 8, 2025

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13 min read

💊Walgreens Buyout: Sycamore's Next Bold Move

Deep dive into Walgreens breakup scenario

Company Deep Dive

⚰️ Funeral Home Software Roll Up & Payments Strategy

Feb 15, 2025

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8 min read

⚰️ Funeral Home Software Roll Up & Payments Strategy

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

Company Deep Dive

🎭 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

Company Deep Dive

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

🍺Powering Happy Hours One Keg at a Time

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

📺The Billion-Dollar Baby Media Roll-Up

👶🏻Business of Babies: Inside the Surrogacy Agency Roll-Up

💻Your Medical Questions Answered—by Private Equity

🔢Teaching Math: The PE-Backed Tutoring Play

🐾Petco Turnaround Strategy

🐶Petco & PetSmart - the Tale of Two PE-Backed Pet Platforms

🥛Dairy & Agriculture Software Roll-up in the Making

🏪 Niche Convenient Store Software to a $4.5B Heavyweight

💊Walgreens Buyout: Sycamore's Next Bold Move

⚰️ Funeral Home Software Roll Up & Payments Strategy

🎭 Musical Theatre Roll Up & Vertical Integration

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