
The MD&M West 2026 keynote, titled “Disrupting the Status Quo: Are We Innovating or Just Iterating?”, brought together veteran deal‑maker Ray Cohen and former J&J executive Tom West to debate what true innovation looks like in medical technology. Cohen warned that venture capitalists are primarily chasing rapid returns, which pushes startups toward incremental improvements that fit a tidy exit narrative. West highlighted how large strategic buyers can provide scale but often mute the original disruptive spark of an asset unless new leadership actively champions continued innovation. Cohen cited his $3.7 billion Axonics sale to Boston Scientific and a recent $1 billion sales milestone that treated 300,000 patients, underscoring the payoff of clear differentiation. West recounted the $1.1 billion Intersect ENT acquisition by Medtronic and the $650 million Nalo exit, illustrating both the upside and the risk of integration. For medtech founders, the takeaway is clear: articulate a unique value proposition, build a strong advisory board, and secure capital that aligns with long‑term innovation goals. As AI and big‑tech firms move into healthcare, companies that can balance speed, scale, and moonshot ambition will attract the next wave of funding.

In the latest Inside the Ice House episode, ITT chief executive Luca Savi detailed the company’s recent purchase of SPX Flow, a move framed as the centerpiece of ITT’s 2025‑2026 growth agenda. The acquisition, finalized earlier this month, follows three...

The Raw Selection Private Equity podcast featured James Carver, a CFO who has navigated two private‑equity‑backed exits. He recounted his unconventional path—from trading desk analyst to investment banker, then to FP&A leader and finally chief financial officer—highlighting how each role...

The video examines the looming public listings of private giants such as SpaceX, OpenAI and Anthropic, and how their potential inclusion in major stock‑market indices could compel index funds to purchase their shares regardless of price. Ben Felix explains that fast‑track...

Wall Street’s private‑equity and investment‑bank arms are pouring capital into Japan’s fast‑food market, betting that American‑style quick‑service concepts can capture a growing appetite for convenience. In 2024, Carl Capital paid roughly $847 million for KFC Japan, while Goldman Sachs’ merchant‑banking division acquired Burger...

In this episode of the All Else Equal podcast, Wharton’s Jules Van Binsburgen and Stanford’s Jonathan Burke dissect the internal rate of return (IRR) and argue that it is a fundamentally flawed metric for investment decisions. They contrast IRR with...

The video argues that T‑Mobile must move quickly to acquire Uniti Group’s Connect fiber portfolio as the telecom market heads toward a major consolidation wave. The analyst highlights that the deal would add roughly 18.5 million homes passed, but stresses that...

The Odd Lots podcast hosts Joe Weisenthal and Tracy Alloway sit down with veteran banker Scott Bok, former CEO of Greenhill and author of "Surviving Wall Street," to demystify the day‑to‑day reality of investment banking. Bok traces his entry into...

The conversation between Steven Novakovich and Phil Huber centers on the rapid expansion of private debt and the need to return to first‑principles analysis. Huber explains that the sector’s growth has attracted heightened scrutiny, often conflating public‑credit stress with private‑debt...

Cisco Systems announced a $29 billion proposal to acquire Restaurant Depot, the nation’s largest cash‑and‑carry foodservice distributor, sparking a deep‑dive discussion on how the merger will reshape supply chains for restaurant operators. Analysts highlight that the combined entity would capture roughly 20 %...

Barclays’ Group Policy Development team, represented by Rhiannon Price, is outlining the bank’s role in shaping UK capital‑market reform. The discussion centers on how the team translates internal data into policy advice for the government, aiming to modernise the listings...

Entrepreneurs often think business valuation is a simple formula, but the video explains that five advanced mistakes can erode millions before the deal closes. The presenter walks through each error, showing how sophisticated buyers exploit them to drive down price. First,...

UFA announced the completion of a $48.2 million acquisition of Agra City’s crop‑protection assets, receiving court approval on March 31 and officially taking control on April 1. The transaction adds a finished Bellplane fertilizer blending plant, a 20,000‑ton storage capacity, and Agra City’s...

The video dissects McCormick’s $44.8 billion acquisition of Unilever’s food business, a deal that will fold iconic sauces, protein‑rich toppings and other consumer staples into McCormick’s natural‑ingredients portfolio. The transaction, structured primarily as stock with a modest $716 million cash component, is...

The sporting‑events producer behind the World Aquatics Championships and HSBC SVNS announced its intention to list on Singapore’s Catalist platform, seeking capital to accelerate growth and broaden its portfolio beyond contract work. The firm reports a top‑line nearing $60 million last year and...