Rick Kes

you know it's a it's again you know i think it really comes down to each individual business and transaction kind of stands on its own in some respects and and if you kind of boil them all together you know the ones that are really well ran and have you know really you know easy to sell ideas and concepts and technology i think those are the businesses that seem to move along

I think the ones that are maybe a little less sophisticated, I think those tend to have a little bit harder time to move unless the seller is willing to concede on some pricing and sell at multiples that maybe, you know, they wouldn't have expected, you know, three, four or five years ago.

I think the ones that are maybe a little less sophisticated, I think those tend to have a little bit harder time to move unless the seller is willing to concede on some pricing and sell at multiples that maybe, you know, they wouldn't have expected, you know, three, four or five years ago.

Yeah, I completely agree with that sentiment. I think, you know, the days of just buying and building and not really doing anything new to the business and then creating value that those days seem to be gone. I think you need to buy, build and become more efficient or do something different with that business.

Yeah, I completely agree with that sentiment. I think, you know, the days of just buying and building and not really doing anything new to the business and then creating value that those days seem to be gone. I think you need to buy, build and become more efficient or do something different with that business.

Like, you know, obviously, Scott, you know me well enough to know that I'm very keen into health care and, you know, if you just said, oh, we're going to take a bunch of physician practices and roll them up and sell them, that model isn't exactly the model that is being bought and sold today. But if you buy a bunch of physician practices,

Like, you know, obviously, Scott, you know me well enough to know that I'm very keen into health care and, you know, if you just said, oh, we're going to take a bunch of physician practices and roll them up and sell them, that model isn't exactly the model that is being bought and sold today. But if you buy a bunch of physician practices,

build a value-based care model, do something different, use technology to advance and become more efficient or to reach patients in places that you wouldn't have been able to reach patients before. If you're changing the business and becoming more, advanced and pushing the needle in the industry, then you're creating value.

build a value-based care model, do something different, use technology to advance and become more efficient or to reach patients in places that you wouldn't have been able to reach patients before. If you're changing the business and becoming more, advanced and pushing the needle in the industry, then you're creating value.

So I think just buying and building and creating scale that may make some minor arbitrage ability, but I think buying, building and changing the business to become more attractive to the next buyer. I think that's really where you'll find, you know, that arbitrage that you're talking about.

So I think just buying and building and creating scale that may make some minor arbitrage ability, but I think buying, building and changing the business to become more attractive to the next buyer. I think that's really where you'll find, you know, that arbitrage that you're talking about.

You know, I think, you know, we're very, you know, in touch with, you know, what's going on, I think, in D.C., you know, and some of the changes that's happening kind of in the political spectrum.

You know, I think, you know, we're very, you know, in touch with, you know, what's going on, I think, in D.C., you know, and some of the changes that's happening kind of in the political spectrum.

You know, I think if you look at some of the changes that the Trump administration is making with the number of people being laid off and some of the different agencies and parts of the government, it starts to wonder, like, you know, with the employment market as tight as it is, you know, where can those people

You know, I think if you look at some of the changes that the Trump administration is making with the number of people being laid off and some of the different agencies and parts of the government, it starts to wonder, like, you know, with the employment market as tight as it is, you know, where can those people

go and what value those people can bring to businesses that maybe would find their expertise and experience from working inside the federal government for as long as some of those people have had. How that is going to be potentially, you know, somewhat of a boon to government contractors in the DC area.

go and what value those people can bring to businesses that maybe would find their expertise and experience from working inside the federal government for as long as some of those people have had. How that is going to be potentially, you know, somewhat of a boon to government contractors in the DC area.

There's a lot of health tech in the DC area that I think could look to those people and say, hey, maybe these are the people that we could benefit from and fill some of the spots that we're trying to fill because of how tight the labor market is already. So I think, you

There's a lot of health tech in the DC area that I think could look to those people and say, hey, maybe these are the people that we could benefit from and fill some of the spots that we're trying to fill because of how tight the labor market is already. So I think, you

that's a really interesting thing to me is just to watch you know what's going to change with these people kind of becoming um employable now and you know again looking at what their experience and their skill sets could be and how valuable that could be for some of our clients that's where i'm kind of getting excited in some respects unfortunate for them that they're losing their jobs but maybe fortunate for some of our clients that those people now become employable and potentially valuable for for businesses in the in the coming months and weeks