Archive

Dive into a collection of past posts and rediscover timeless content.

Deal Sourcing

The Most Useful Voice at the AI-in-M&A Summit Had Nothing to Sell

Jun 25, 2026

•

4 min read

The Most Useful Voice at the AI-in-M&A Summit Had Nothing to Sell

What 16 AI deal tools and one finance VP taught me about what is actually worth paying for.

Deal Sourcing

Their Best Target Was a Name They'd Already Passed On

Jun 18, 2026

•

3 min read

Their Best Target Was a Name They'd Already Passed On

On Tuesday I said AI is the tool and judgment is the product. This is what that looked like on one engagement: their target list against the one we built, and the call behind every change.

Shawn Rothlis

AI for Dealmaking

Jun 16, 2026

•

6 min read

The $25K Question That Decided the Deal

A buyer asked me how he'd justify the proposal internally if I was going to use AI to build it. The answer reshaped the deal, and it is the reframe every healthcare buyer should be making right now.

Shawn Rothlis

Deal Sourcing

PE Is Hot in 2026. Most Practices Still Won't Get the Call.

Jun 9, 2026

•

2 min read

PE Is Hot in 2026. Most Practices Still Won't Get the Call.

Healthcare deal value jumped in Q1 while the number of deals fell. The money is paying premiums only for the practices that are ready.

Shawn Rothlis

Deal Sourcing

You're not short on targets. You're short on intelligence.

Jun 4, 2026

•

5 min read

You're not short on targets. You're short on intelligence.

Why 13-touch sequences underperform in healthcare - and what the firms closing consistently build before the first call.

Shawn Rothlis

Physician Owners

Jun 2, 2026

•

5 min read

What Buyers See When They Look at Your Practice

You built the practice. You know the medicine. But the people writing the check are looking at a completely different set of numbers.

Shawn Rothlis

Deal Sourcing

May 14, 2026

•

3 min read

Same Market. Different Buyer. Wrong Doctor.

The same physician can be a Tier 1 target for one buyer and a hard pass for another. Why thesis comes before universe.

Shawn Rothlis

Market Intelligence

AI Is Creating Your Next Behavioral Health Patient

May 5, 2026

•

4 min read

AI Is Creating Your Next Behavioral Health Patient

Behavioral health utilization is up 63% since 2018. The next wave of referrals isn't coming from the same place. And most platforms being built right now aren't positioned for it.

Shawn Rothlis

Deal Sourcing

Why Your Best Targets Transact With Someone Else

Apr 23, 2026

•

3 min read

Why Your Best Targets Transact With Someone Else

Your call sheet isn't stalled because the names are wrong. It's stalled because they all look the same.

Shawn Rothlis

Deal Sourcing

Every Auction in Your Feed Creates 20 to 40 Targets You Won't See

Apr 21, 2026

•

3 min read

Every Auction in Your Feed Creates 20 to 40 Targets You Won't See

Seven major March auctions just signaled the "Shadow Universe." If you aren't at the table in 60 days, your competitors will be.

Shawn Rothlis

Archive

Dive into a collection of past posts and rediscover timeless content.

The Most Useful Voice at the AI-in-M&A Summit Had Nothing to Sell

Their Best Target Was a Name They'd Already Passed On

The $25K Question That Decided the Deal

PE Is Hot in 2026. Most Practices Still Won't Get the Call.

You're not short on targets. You're short on intelligence.

What Buyers See When They Look at Your Practice

Same Market. Different Buyer. Wrong Doctor.

AI Is Creating Your Next Behavioral Health Patient

Why Your Best Targets Transact With Someone Else

Every Auction in Your Feed Creates 20 to 40 Targets You Won't See

Healthcare M&AI