Investment and Medical - Investment Banking Today

Goldman's top trades for this upcoming earnings season

CNBC: Investing

JULY 12, 2025

Medical technology analyst David Roman rates GE HealthCare a buy and believes its 2% guidance for 2Q and 3Q growth underestimates a strong U.S. Medical technology analyst David Roman rates GE HealthCare a buy and believes its 2% guidance for 2Q and 3Q growth underestimates a strong U.S.

Trading

Trading S&P Stock Healthcare

Innovations in Personal Protective Equipment with Jason Scharton & Scott Shinn

Focus Investment Banking

DECEMBER 3, 2024

Jason Scharton : You know, it it, it Cole, it does come down to because when we look at personal safety at three M, we’re looking at, we’ve got one group who works on that for all industries around the world, whether it be, you know, medical or industrial or, or consumer. I’ll start with Jason.

M&A

M&A IT Education Engineering

The Collision Vision: Supporting Employee Health with Richie Seaberry | Saftey First

Focus Investment Banking

NOVEMBER 11, 2024

Richie is here to talk about how offering comprehensive health benefits like medical, dental and vision coverage and much more can have a tremendous impact on both your employees well being and your business. Medical, dental, vision. I want to do the most amount that I can for my guys and make sure they’re taken care of.

Insurance

Insurance M&A Healthcare Medical

‘Uniquely empathetic’: Jim Grien remembers his friend and colleague Bernie Marcus

TM Capital

NOVEMBER 12, 2024

I watched in awe for nearly 25 years as Bernie envisioned groundbreaking philanthropic responses to social and medical challenges. He is vice chairman and co-head of investment banking at TM Capital, a division of Janney. To me, the common thread running through his philanthropy was Bernie’s heart. What a life! Success.

Investment Banking

Investment Banking Medical Capital Shares

The Perils of Customer Concentration in M&A

Focus Investment Banking

JULY 17, 2025

A deeper dive into the profile of a PCBA manufacturer, with a 60% customer operating in the medical device market, may have less risk than first appears. Diversify sales across industry verticals (automotive, defense, telecom, medical etc.). Consider diversification by acquisition (product mix, customers, geography etc).

M&A

M&A Manufacturing Valuation Sale

PCE Welcomes Bradley Scharfenberg as Vice President, M&A

PCE

JUNE 9, 2025

Brad joins us with over a decade of investment banking experience, having advised on more than 30 middle-market M&A transactions across healthcare, consumer, and industrial sectors.

M&A

M&A Mergers and Acquisitions Valuation Capital Raising

Cooley’s 2024 Life Sciences M&A Year in Review: M&A Slims Down in 2024, but Will Appetites Grow in 2025?

Cooley M&A

JANUARY 22, 2025

Pharmaceutical companies also are investing heavily in AI-driven solutions to optimize their drug development processes, particularly by leveraging AI platforms to analyze vast datasets and accelerate discovery. The FTC nevertheless has remained focused on the life sciences/medical device sector in other parts of its enforcement efforts.

M&A

M&A Mergers and Acquisitions Pharmaceutical Acquisitions

UBS likes these defensive plays – which also happen to offer solid dividends

CNBC: Investing

JUNE 12, 2025

"JNJ is a stable, defensive grower with the industry's strongest balance sheet allowing for continued high [return on invested capital] investments in the Innovative Medicines segment to augment revenue growth," Goldman said in a May report. billion, including $300 million of anticipated cash tax benefits.

S&P

S&P Portfolio Stock Investment

‘Uniquely empathetic’: Jim Grien remembers his friend and colleague Bernie Marcus

TM Capital

NOVEMBER 21, 2024

I watched in awe for nearly 25 years as Bernie envisioned groundbreaking philanthropic responses to social and medical challenges. He is vice chairman and co-head of investment banking at TM Capital, a division of Janney. To me, the common thread running through his philanthropy was Bernie’s heart. What a life! Success.

Investment Banking

Investment Banking Medical Capital Shares

Manufacturing Heats Up in Private Equity: What the Data Tells Us

Sun Acquisitions

JUNE 17, 2025

PE firms investing domestically —far surpassing the number of outbound (89) and inbound (27) transactions, a sign of confidence in American manufacturing resilience. Healthcare Manufacturing Stands Out Two subsectors— Pharmaceutical Manufacturing and Medical Devices & Supplies —are drawing particularly deep interest.

Private Equity

Private Equity Manufacturing Equities Architecture

These stocks reporting earnings next have a history of beating expectations

CNBC: Investing

JULY 18, 2025

The medical device maker has topped bottom-line estimates 88% of the time, with its stock averaging a 2.5% Deutsche Bank's $70 price target implies potential upside of about 31% for Chipotle over the next 12 months. Intuitive Surgical is another company reporting next week with a history of beating earnings expectations.

Stock

Stock S&P Media Investment

Using options to trade this beaten-down beer giant that Warren Buffett holds

CNBC: Investing

JUNE 30, 2025

With a diversified portfolio, a focus on premium segments and notable investment from Berkshire Hathaway, STZ may be poised for a rebound. Its beer portfolio, including powerhouse brands like Modelo and Corona, aligns with the +2% volume growth in premium beer observed in 2024.

Trading

Trading S&P Portfolio Investment

Nvidia and other stocks just became the most overbought names on Wall Street this week

CNBC: Investing

JULY 19, 2025

Shares kicked off the week with a drop of almost 14% on Monday after the company said that it's going to buy a bioscience and diagnostics unit that was spun off from medical technology company Becton Dickinson for $17.5 That adds to its sizable losses in recent months, as the stock has fallen nearly 29% in the last six.

Stock

Stock S&P Media Investment

Manufacturing’s moment: Why private equity is doubling down

Private Equity Info

JUNE 9, 2025

Yet, behind the scenes, it’s one of the most active areas of investment , particularly over the past two years. PE firms investing in domestic companies. Medical Equipment and Supplies Manufacturing From surgical instruments to diagnostic devices, this sector is central to modern healthcare delivery.

Private Equity

Private Equity Equities Manufacturing Medical

Diamonds or Burst Pipes? What Current Pressures Mean for the Future of K-12

Tyton Partners

JULY 16, 2025

Hopefully, states and school communities are able to rebound from the shock and recommit to these critical student needs and district investments. Here is a breakdown of top near-term spending priorities: Faculty and staff salaries , driven by combination of new hires, incentives, and bargained agreements.

Education

Education Funds IT Negotiation

2025 Dental Transactions Update

Focus Investment Banking

JUNE 30, 2025

DSO Creation Private equity investment in dental practices began in the 1990’s when the first DSOs sought outside investors. Investing activity in subspecialties including orthodontics, endodontics, and pediatric dentistry further amplified deal volumes. Second, some of the younger DSOs are in an initial growth phase.

Private Equity

Private Equity Healthcare Equities Investment

Oregon Governor Signs Law Aggressively Restricting Private Equity Investment in Medical Practices

JD Supra: Mergers

JUNE 12, 2025

*UPDATE* Oregon Senate Bill 951, described in the alert below originally published on May 30, 2025, was signed into law by Oregon Governor Tina Kotek on Monday, June 9, and will apply to all new investments beginning January 1, 2026, and all investments effective January 1, 2029. By: Goodwin

Private Equity

Private Equity Investment Medical Equities

What is the Value of My Medical Practice?

JD Supra: Mergers

AUGUST 1, 2023

This article focuses on how medical practices are valued by private equity-backed groups, and to an extent, health systems and other strategic acquirers. By: FOCUS Investment Banking Please see full Article below for more information.

Goldman's top trades for this upcoming earnings season

Innovations in Personal Protective Equipment with Jason Scharton & Scott Shinn

Trending Sources

The Collision Vision: Supporting Employee Health with Richie Seaberry | Saftey First

‘Uniquely empathetic’: Jim Grien remembers his friend and colleague Bernie Marcus

The Perils of Customer Concentration in M&A

PCE Welcomes Bradley Scharfenberg as Vice President, M&A

Cooley’s 2024 Life Sciences M&A Year in Review: M&A Slims Down in 2024, but Will Appetites Grow in 2025?

UBS likes these defensive plays – which also happen to offer solid dividends

‘Uniquely empathetic’: Jim Grien remembers his friend and colleague Bernie Marcus

Manufacturing Heats Up in Private Equity: What the Data Tells Us

These stocks reporting earnings next have a history of beating expectations

Using options to trade this beaten-down beer giant that Warren Buffett holds

Nvidia and other stocks just became the most overbought names on Wall Street this week

Manufacturing’s moment: Why private equity is doubling down

Diamonds or Burst Pipes? What Current Pressures Mean for the Future of K-12

2025 Dental Transactions Update

Oregon Governor Signs Law Aggressively Restricting Private Equity Investment in Medical Practices

What is the Value of My Medical Practice?

Healthcare & Life Sciences Private Equity Deal Tracker: Riverside Company Sells Marena Group to CenterGate

LMP invests in medical billing service ACU-Serve

Thoma Bravo invests in medication intelligence firm Bluesight

Ascend Capital makes majority investment in Seoul Medical Group; SK Capital completes acquisition of Milestone Environmental Services

Peloton Equity and Fort Maitland Capital invest in medical tech company OnPoint

Medical staffing agency Hardenbergh Group secures investment from BV

Chinese medical tech firm Baird Medical to go public via merger with PE-backed SPAC ExcelFin

Charac secures £1M investment from world-class medication platform MedAdvisor to drive its International growth

NMS invests in medical case management services firm VONA Case Management

Private Equity Firms Should Prepare for Increased Scrutiny as DOJ Puts False Claims Violations Under the Microscope

Edwards Lifesciences to Acquire Innovalve

Stone Point Capital invests in medical stop-loss captive platform ClearPoint

How to Manage Risks When Selling Your Physician Practice

Private Equity Interest in Orthopedics Grows

Where to find fintech investment

Mainsail Partners makes growth equity investment in ProShop ERP

How Private Equity uses ‘Roll-up’ Strategies to Drive Investment Returns

KV Capital invests in power wheelchair provider Travel Buggy

Solganick & Co. advises eMedApps in its acquisition by Medical Technology Solutions

Medical pendant market Size Worth USD 719.8 Million in 2032 | Emergen Research

What is the Value of my Medical Practice?

Medical Holography Market Size Worth USD 41.94 Billion in 2032 | Emergen Research

Medical Supplies Market Set to Soar Past USD 181.85 Billion by 2030 | Skyquest Technology

Medical Devices Market to Surpass $756.59 Billion by 2031 | SkyQuest Technology

How Will the 3D Printing Medical Devices Market Transform Itself into a USD 12.68 Billion Powerhouse by 2032?

Asia Medical/Hospital Beds Market to Surpass 904.35 Million by 2030 Drives Due to the Aging Population and Increasing Healthcare Investments

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