{"podcast":{"title":"The Buyout Show with Fexingo: Private Equity, Roll-Ups, and Business Acquisitions","slug":"the-buyout-show-with-fexingo-private-equity-roll-ups-and-business-acquisitions-7871630","podcast_index_feed_id":7871630,"rss_url":"https://feeds.fexingo.com/business/the-buyout-show.xml","website_url":"https://www.fexingo.com/","image_url":"https://audio.fexingo.com/business/the-buyout-show/cover.png","author":"Fexingo","episode_count":122,"summary":"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","last_synced_at":"2026-07-19T04:18:12.773861+00:00","page_url":"https://stenobird.com/podcast/the-buyout-show-with-fexingo-private-equity-roll-ups-and-business-acquisitions-7871630"},"episode":{"title":"How Private Equity Is Buying Up Dental Supply Companies","slug":"how-private-equity-is-buying-up-dental-supply-companies","published_at":"2026-07-16T04:47:47+00:00","page_url":"https://stenobird.com/podcast/the-buyout-show-with-fexingo-private-equity-roll-ups-and-business-acquisitions-7871630/how-private-equity-is-buying-up-dental-supply-companies","show_page_url":"https://stenobird.com/podcast/the-buyout-show-with-fexingo-private-equity-roll-ups-and-business-acquisitions-7871630","url":"https://audio.fexingo.com/business/the-buyout-show/episode-0117.mp3","audio_url":"https://audio.fexingo.com/business/the-buyout-show/episode-0117.mp3","summary":"Episode 117 of The Buyout Show examines how private equity is consolidating the dental supply chain. Lucas and Luna break down the strategy behind aggregating dental labs, equipment distributors, and material manufacturers into billion-dollar platforms. They focus on the specific case of one mid-market firm that rolled up eight regional dental supply houses in the past 18 months, creating a company with $340 million in revenue and negotiating power against giants like Henry Schein and Patterson Dental. The hosts discuss valuation multiples, the economics of dental consumables, and what consolidation means for the 200,000 independent dentists across the US. A surprising number: dental supply distribution margins run 28 to 32 percent gross, but net margins after consolidation can jump from 3 percent to 11 percent. Lucas argues the roll-up thesis here is stronger than in many other fragmented verticals because of regulatory moats and reorder stickiness. Luna pushes back on the risk of losing local service relationships. Plus, a brief listener-support moment tied to the theme of building something durable. #PrivateEquity #DentalSupply #RollUp #Buyout #Business #FexingoBusiness #BusinessPodcast #HealthcareInvesting #Consolidation #DentalIndustry #HenrySchein #PattersonDental #MergersAndAcquisitions #FragmentedMarkets #Distribution #DentalLabs #MidMarketPE #PlatformBuild Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Episode 117 of The Buyout Show examines how private equity is consolidating the dental supply chain. Lucas and Luna break down the strategy behind aggrega…","key_points":[],"chapters":[],"topics":[],"duration_seconds":816,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-buyout-show-with-fexingo-private-equity-roll-ups-and-business-acquisitions-7871630/episodes/how-private-equity-is-buying-up-dental-supply-companies/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-buyout-show-with-fexingo-private-equity-roll-ups-and-business-acquisitions-7871630/how-private-equity-is-buying-up-dental-supply-companies.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}