Good morning, John R Fischer here with the US Wire from the New York newsroom.
We’re taking a healthcare-focused break from the tariff turmoil. First up, we have my listicle on PE investments in contract development and manufacturing organizations, which are attracting the likes of 65 Equity Partners, Arlington Capital Partners and GHO Capital.
We’ll finish up with Friday Focus, where we take a look at NMS Capital’s sale of a urology company to General Atlantic.
PE Hub continues to follow the evolving tariff situation, and editor-in-chief MK Flynn will be back on our tariff coverage on Monday’s US Wire. If you have thoughts to share, you can reach MK at mk.flynn@pei.group.
Enhancing responsiveness
Cost containment, accelerated time-to-market, recurring revenues and strong cash flows are among the factors driving PE firms to invest in the fragmented contract development and manufacturing organization (CDMO) market.
Arlington Capital Partners is among the firms targeting the sector, having acquired Team Technologies in November.
PE Hub rounded up seven deals in the CDMO segment from the last six months.
To learn more about deals in the CDMO sector and to know what company Kohlberg & Company was expected to collect bids for, check out the premium Wire coverage.
Friday Focus
Earlier this week, NMS Capital exited its investment in US Urology Partners via a “significant” growth investment from General Atlantic.
New York-based NMS formed the company in 2019 with Central Ohio Urology Group. NMS invested in Central Ohio Urology Group in 2018.
Become a premium subscriber of the Wire to learn more about the transaction.
That’s it for me. As always, if you have any questions, thoughts or want to chat, please email me at john.fischer@pei.group.
Before I sign off, I would like to wish everyone celebrating a Happy Passover this weekend.
Nina Lindholm will bring you the Europe Wire on Monday, and MK Flynn will be in the US chair.
Cheers,
John
Read the full Wire commentary on PE Hub ...
