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.

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.

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.

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.

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.

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.

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.

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.

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.

Every Bank and Every Platform Is Competing for the Same Physician. The One With Better Intelligence Wins.

Sell-side banks and buy-side platforms both call it "sourcing." They mean completely different things. But they share the same problem - and the same advantage when they solve it.

I Mapped Every Sourcing Tool in Healthcare M&A. They All Miss the Same Thing.

Your team is spending $100K+ a year on data platforms. The analyst is still building the list by hand.

I Got Almost Everything Wrong

What the market told me when I finally shut up.

The Physician Who Didn't Want to Sell - Until They Did

The best deals come from physicians who weren't "looking" 12 months ago. The teams that win those mandates were already in position when the trigger hit.

The Multiple Your Seller Thinks They Deserve vs. the One They'll Get

They Googled it. They asked their golf buddy. They anchored at 12x. Their 6-location practice is worth 5-6.5x on a good day. That gap is where deals collapse.

Pre-LOI Diligence Is Killing Your Pipeline

Another group submitted while we were still building the model.

Your BD Hire Is Going to Fail. You Built the Pipeline in the Wrong Order.

Most platforms pay $300K for a BD hire to spend three months building the target list. The list should be built before they start.

The Hire That's Eating Your Exit

Your next BD hire isn't a $300K decision. At 12x EBITDA, it's a $3.6M enterprise value decision. Most boards aren't doing that math.

How PE-Backed Platforms Beat the Bankers and Stay Out of Auctions

82% of relevant deals never cross your desk. Here is how to fix that.

Your Corp Dev Team Is Running a 2026 Pipeline with 2020 Capacity

The bottleneck nobody in healthcare M&A is talking about.

How to Use AI to Prepare for Healthcare M&A Deal Negotiations

How I Would Use AI to Evaluate a De Novo Clinic Site Today

The four-layer framework I'd use to screen markets, evaluate sites, and build a pro forma before engaging JLL, CBRE, or Buxton.

The Comp Table Used to Take Me Two Full Days. Here's How I Build One in a Morning Now With AI.

3 AI prompts to cut your comp table build time by 80%.

How I Used AI to Build a Pipeline of Acquisition Targets in One Afternoon

The End of the First-Draft DCF: What Anthropic's Finance Plugins Mean for Healthcare M&A

What the plugins actually do, what it means for deal teams, and 3 prompts you can use right now.