Bill Taranto
👤 SpeakerAppearances Over Time
Podcast Appearances
We hope to as well.
But I think the consolidation play and building scale is going to be the other probably big sort of storyline for next year.
And that's for us very exciting because we like to do that as an investor.
That's a great question.
You know, ultimately, you know,
Ultimately, these firms want to either go to the public market area and launch them that way or sell them as a larger entity to someone else that's building, you know, larger scale.
We've partnered with all those ones you've named and we're in those right now.
You know, we're certainly, we're still an investor in Dataman.
We're still an investor in Trinetics.
You know, two interesting sort of assets that continue to acquire assets, but at some point we'll have to exit
um so they will come to market at some point and again either through a private so you know
what we're starting to see now, which is sort of fascinating, the larger, like the Blackstones of the world that sit on billions and billions and billions of cap are entering the healthcare market.
And they buy those kind of, you know, larger built PE assets as well.
So that's, I think, good for the industry.
So I do think there's going to be momentum around that as well.
You know, but ultimately they will have to exit over time.
That's what the, you know, there are investors that
you know, want to see a return.
But I think they're doing the smart thing.
Assets are pretty well priced right now that you can buy.