Mergers and Inquisitions

NOVEMBER 1, 2023

When you hear the words “healthcare private equity,” two thoughts probably come to mind: Wait a minute, isn’t healthcare a risky/growth-oriented sector? In most of the world, healthcare is either government-run or a mixed public/private sector. Are there many private healthcare companies for PE firms to acquire?

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Mergers and Inquisitions

MARCH 13, 2024

Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies. Growth equity firms could invest in any industry but tend to be skewed toward technology and TMT , with some exposure to consumer/retail , healthcare , and financial services. What accounts for the difference?

Private Equity 105

Private Equity Equities Capital Portfolio 105

Mergers and Inquisitions

SEPTEMBER 20, 2023

Firm-Specific and Process Questions – What do you think about our portfolio? You can also link this back to tech or healthcare companies you’ve advised or earlier-stage businesses where your work made a difference. A: This one should relate directly to your research on the firm, including their target markets and portfolio companies.

Capital 59

Capital Valuation Investment Portfolio 59

Mergers and Inquisitions

MAY 14, 2025

It even includes elements of healthcare , industrials , and oil & gas investment banking. Real Estate: Data center, fiber, and cell tower REITs and potentially some healthcare REITs (e.g., DCF: Deducts the full Interest Expense and deducts only Maintenance CapEx. Distributable Cash Flow for Midstream companies).

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

APRIL 19, 2023

Diversified Miners – These companies have a wide global portfolio of mines, and they extract, produce, and distribute just about every metal in the two categories above. Valuation , such as the different multiples used for mining companies and the NAV model in place of the DCF (see below).

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

JULY 19, 2023

Also, many long-biased funds tend to have more concentrated portfolios since they often aim to become one of the top shareholders in each company. Think: a deep review of companies’ financial statements, 3-statement models , and DCF-based valuations. hiring MDs to analyze biotech companies).

Funds 52

Funds Asset Management Management Equities 52

Mergers and Inquisitions

MARCH 5, 2025

While plenty of bankers and equity research professionals from healthcare teams enter biotech hedge funds, people with advanced degrees (M.D., 2) Portfolio Concentration The average biotech hedge fund has a concentrated portfolio because it takes significant time and resources to monitor each position.

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64