Whitepapers / Sector Briefs

August 6, 2026

Healthcare is back. But Private Equity isn’t buying healthcare equally. It’s buying predictability.

KKR’s acquisition of Integer Holdings and Blackstone/TPG’s acquisition of Hologic are often discussed as evidence that 𝐩𝐫𝐢𝐯𝐚𝐭𝐞 𝐞𝐪𝐮𝐢𝐭𝐲 𝐢𝐬 𝐫𝐞𝐭𝐮𝐫𝐧𝐢𝐧𝐠 𝐭𝐨 𝐡𝐞𝐚𝐥𝐭𝐡𝐜𝐚𝐫𝐞. 𝐓𝐡𝐞 𝐯𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 𝐝𝐚𝐭𝐚 𝐭𝐞𝐥𝐥𝐬 […]
April 23, 2026

CDD: Why it Fails More Often Than It Should & What Decision Grade CDD Looks Like

CDD in mid-market PE consistently delivers thick reports but fails to answer the one question that matters: should we do this deal, at this price, with this plan? The issue is not effort. It is design.