『The Buyout Show with Fexingo: Private Equity, Roll-Ups, and Business Acquisitions』のカバーアート

The Buyout Show with Fexingo: Private Equity, Roll-Ups, and Business Acquisitions

The Buyout Show with Fexingo: Private Equity, Roll-Ups, and Business Acquisitions

著者： Fexingo
無料で聴く

Lucas and Luna examine private equity through the lens of actual deals — roll-ups in HVAC, veterinary clinics, and funeral services; buy-and-build strategies; and the mechanics of leveraged buyouts. Each episode dissects a specific transaction, from sourcing to exit, using real numbers, term sheets, and public filings. The show serves founders weighing an offer, analysts building models, and investors tracking the industry. Expect critical discussions on valuation multiples, earnouts, debt covenants, and the cultural friction between PE operators and portfolio-company management. Lucas, a journalist with a decade covering dealmaking, guides the numbers; Luna, an engaged interlocutor, presses on execution risk and founder psychology. Together they ask: What separates a value-destroying roll-up from a platform that compounds for a decade? No hype, no jargon — just the tradecraft of buying and scaling businesses. #PrivateEquity #LBO #RollUp #BuyAndBuild #PE #DueDiligence #Valuation #MergersAndAcquisitions #FamilyBusinessExit #SearchFund #EBITDA #DealSourcing #SMB #BusinessAcquisition #FexingoBusiness #BusinessPodcast #Finance #Podcast Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • How Private Equity Is Buying Up Eye Care Practices

    How Private Equity Is Buying Up Eye Care Practices
    2026/06/09
    In this episode of The Buyout Show, Lucas and Luna examine the rapid consolidation of eye care practices — optometry and ophthalmology — by private equity firms. They focus on the specific case of EyeCare Partners, one of the largest aggregators, which has rolled up over 700 clinics since 2015. Lucas explains the financial logic: predictable recurring revenue from glasses, contacts, and exams, plus high-margin surgical procedures. Luna questions whether quality of care suffers when a local practice gets acquired. They discuss the role of management services organizations (MSOs) and why optometry is attractive for roll-ups compared to other specialties. The hosts also explore the growing trend of on-site vision centers inside retail stores like Target and Walmart, and how PE-backed platforms are competing with them. A donation segment ties the conversation to the value of independent analysis. By the end, listeners understand the economics, the key players, and the potential risks of PE in eye care. #PrivateEquity #EyeCare #Optometry #Ophthalmology #EyeCarePartners #RollUp #Consolidation #Healthcare #Business #FexingoBusiness #BusinessPodcast #TheBuyoutShow #PE #MSOs #VisionCare #RecurringRevenue #Target #Walmart Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    9 分
  • How Private Equity Is Buying Up Chiropractic Clinics

    How Private Equity Is Buying Up Chiropractic Clinics
    2026/06/08
    Lucas and Luna dig into a quiet but fast-growing corner of healthcare roll-ups: chiropractic clinics. With backing from private equity firms, regional chains like ChiroOne and The Joint Corp are consolidating a fragmented industry of solo practitioners. Lucas walks through the economic logic — stable recurring revenue, low overhead, insurance tailwinds — and why some chiropractors are selling while others resist. Luna asks whether the model actually improves patient care or just boosts billing. Specific numbers: The Joint Corp went from 500 clinics to over 900 since 2020; private equity deal volume in chiropractic grew roughly 25% year-over-year from 2021 to 2025. They also discuss regulatory risks, the rise of cash-pay models, and what the roll-up playbook looks like when applied to a profession that prides itself on independence. A focused look at one niche where the consolidation wave keeps rolling. #PrivateEquity #ChiropracticClinics #HealthcareRollUps #ChiroOne #TheJointCorp #Consolidation #RollUpStrategy #FragmentedIndustry #BusinessPodcast #FexingoBusiness #TheBuyoutShow #HealthcareInvesting #CashPayModel #InsuranceReimbursement #SoloPractitioners #PracticeAcquisition #HealthcareConsolidation #InvestingTrends Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    11 分
  • How Private Equity Is Rolling Up Self-Storage Facilities

    How Private Equity Is Rolling Up Self-Storage Facilities
    2026/06/08
    Lucas and Luna dive into the quiet consolidation of the self-storage industry—worth over $45 billion in annual revenue. They examine how companies like Public Storage and Extra Space have grown through acquisition, and how private equity firms are now buying up smaller independent facilities at a record pace. Lucas breaks down the math behind the roll-up: stable cash flows, low interest coverage ratios, and the tax advantages of a REIT structure. They discuss the $22 billion merger of Extra Space and Life Storage in 2023, and what it means for mom-and-pop owners. Luna asks whether the industry is reaching saturation, and Lucas points to data showing new supply is actually slowing. The conversation also touches on the shift to climate-controlled units and the rise of mobile self-storage apps. As of June 2026, the sector remains a favorite for yield-hungry investors, but the hosts debate whether the next wave will be consolidation or fragmentation. Specific, numbers-driven, and skeptical of the hype. #SelfStorage #PrivateEquity #RollUps #PublicStorage #ExtraSpace #LifeStorage #REIT #BusinessAcquisitions #Consolidation #RealEstate #StorageIndustry #MomAndPop #YieldInvesting #ClimateControlled #MobileStorage #BusinessPodcast #FexingoBusiness #TheBuyoutShow Keep every episode free: buymeacoffee.com/fexingo
    続きを読む 一部表示
    12 分
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません