Consumer & Retail

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

Aug 16, 2025

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9 min read

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

From the rough to a $3.5B valuation

Transportation & Logistics

Aug 2, 2025

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10 min read

🍺Powering Happy Hours One Keg at a Time

MicroStar-King of Shared Keg Logistics

Media & Telecom

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

Consumer & Retail

Jun 21, 2025

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10 min read

🍷Corked and Consolidated

Private Equity’s Wine Investments

Real Estate

🏌️‍♂️Teeing Up Returns: Private Equity’s Swing at Golf

Jun 14, 2025

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8 min read

🏌️‍♂️Teeing Up Returns: Private Equity’s Swing at Golf

Private equity’s long history with golf

Consumer & Retail

🔢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

Consumer & Retail

May 3, 2025

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8 min read

🐾Petco Turnaround Strategy

Part 2 of Petco PIPE Analysis

Consumer & Retail

🐶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

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

⚽ 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

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

💊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

Media & Telecom

🎭 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

Consumer & Retail

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

🍺Powering Happy Hours One Keg at a Time

📺The Billion-Dollar Baby Media Roll-Up

🍷Corked and Consolidated

🏌️‍♂️Teeing Up Returns: Private Equity’s Swing at Golf

🔢Teaching Math: The PE-Backed Tutoring Play

🐾Petco Turnaround Strategy

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

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

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

⛷️ Rolling Up Ski Mountains

💊Walgreens Buyout: Sycamore's Next Bold Move

🎭 Musical Theatre Roll Up & Vertical Integration

Road To Carry Newsletter