{"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 Pediatric Therapy Clinics","slug":"how-private-equity-is-buying-up-pediatric-therapy-clinics","published_at":"2026-06-28T16:46:31+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-pediatric-therapy-clinics","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-0080.mp3","audio_url":"https://audio.fexingo.com/business/the-buyout-show/episode-0080.mp3","summary":"Private equity has quietly consolidated autism therapy, speech therapy, and occupational therapy practices across the US. This episode drills into the roll-up strategy behind pediatric therapy clinics — specifically the $2.8 billion acquisition of BlueSprig Pediatrics by KKR in 2021 and the subsequent platform-building that followed. Lucas explains the reimbursement dynamics (Medicaid vs. commercial insurance), the shortage of board-certified behavior analysts, and why PE firms see 20% EBITDA margins in a fragmented service market. Luna questions whether the model can sustain quality care when therapists are salaried and caseload targets rise. We also look at what happens when a roll-up hits saturation in a single metro area — using Houston as a case study. #PrivateEquity #PediatricTherapy #BlueSprig #KKR #AutismTherapy #RollUp #HealthcareInvesting #ABATherapy #BehavioralHealth #Medicaid #EBITDAMargins #Consolidation #SpeechTherapy #OccupationalTherapy #Business #Healthcare #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Private equity has quietly consolidated autism therapy, speech therapy, and occupational therapy practices across the US. This episode drills into the rol…","key_points":[],"chapters":[],"topics":[],"duration_seconds":507,"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-pediatric-therapy-clinics/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-pediatric-therapy-clinics.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}