PE and the New Healthcare

As part of our special healthcare series we spoke with the partner of a NY-based private equity firm. He has two decades of experience investing in healthcare businesses.

We asked how the current crisis unfolded for your firm?

“For the first couple weeks it was 100% focus on the portfolio,” he told us. “Turned out it’s been pretty resilient, so we could turn our attention to new opportunities.

“Our team has all invested through the Great Recession. We know these are the moments when, if you didn’t invest, you’d wish you had.”

Were some sectors affected more than others? “…

▶︎ Read July 13 2020 newsletter: here

▶︎ Chart of the Week: here (by The New York Times)