Healthcare

Consumer & Retail

🧘🏻‍♀️Therapy Gold Rush: Building a Mental Health Empire

Nov 1, 2025

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12 min read

🧘🏻‍♀️Therapy Gold Rush: Building a Mental Health Empire

Rise & Fall of LifeStance Health

Consumer & Retail

💉Vanity Capital: Why PE is Obsessed with Botox and Fillers

Sep 20, 2025

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10 min read

💉Vanity Capital: Why PE is Obsessed with Botox and Fillers

The next frontier of healthcare roll-up

Healthcare

Sep 6, 2025

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8 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

Healthcare

👶🏻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

Healthcare

Jul 5, 2025

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10 min read

💻Your Medical Questions Answered—by Private Equity

Healthcare Roll-Up Series Part 2

Healthcare

👶🏻Fertile Ground: Inside the PE Fertility Roll-Up

Jun 28, 2025

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7 min read

👶🏻Fertile Ground: Inside the PE Fertility Roll-Up

Healthcare Roll-Up Series Part 1

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

💊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

Healthcare

🧘🏻‍♀️Therapy Gold Rush: Building a Mental Health Empire

💉Vanity Capital: Why PE is Obsessed with Botox and Fillers

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

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

💻Your Medical Questions Answered—by Private Equity

👶🏻Fertile Ground: Inside the PE Fertility Roll-Up

🐾Petco Turnaround Strategy

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

💊Walgreens Buyout: Sycamore's Next Bold Move

Road To Carry Newsletter