{"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 Pet Food Companies","slug":"how-private-equity-is-buying-up-pet-food-companies","published_at":"2026-07-14T16:50:44+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-pet-food-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-0114.mp3","audio_url":"https://audio.fexingo.com/business/the-buyout-show/episode-0114.mp3","summary":"In this episode, Lucas and Luna explore the surge in private equity acquisitions of independent pet food brands. They focus on the $1.2 billion purchase of Freshpet by a consortium led by Clayton Dubilier & Rice in late 2025, asking what draws PE to a category traditionally driven by owner-entrepreneurs. Lucas breaks down the economics: category growth running at roughly 8 percent annually, significantly higher than packaged food, and the shift from kibble to fresh and raw diets that creates premium-pricing power. Luna questions whether the acquisition playbook of cost-cutting and consolidation works when pet owners are famously brand-loyal. They discuss the roll-up of regional frozen-raw brands by JAB Holding Company and the tension between operational efficiency and the 'small-batch' authenticity that drives shelf space. The episode closes on whether PE can preserve the very margins it bought into or whether the math eventually forces a cheaper recipe. #PrivateEquity #PetFood #Freshpet #ClaytonDubilierRice #JABHolding #RollUp #PetIndustry #BusinessAcquisitions #FreshFood #RawDiet #PetFoodMergers #ConsumerBrands #PremiumPricing #PetFoodEconomics #FexingoBusiness #BusinessPodcast #BuyoutShow #MergersAndAcquisitions Keep every episode free: buymeacoffee.com/fexingo","meta_description":"In this episode, Lucas and Luna explore the surge in private equity acquisitions of independent pet food brands. They focus on the $1.2 billion purchase o…","key_points":[],"chapters":[],"topics":[],"duration_seconds":751,"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-pet-food-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-pet-food-companies.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}