Arpan Sheth

Imagine swallowing the competition whole. That's what many players in tech do via roll-up strategies, gobbling up smaller firms to deliver richer solutions and amass greater market share. Where else are roll-up strategies common? // HEALTHCARE Picture being a patient at a medical practice that’s been part of a roll-up in Healthcare Services. It's an industry ripe for roll-ups due to its fragmented nature and potential for greater efficiency. // CONSUMER SERVICES Or let's say you needed your HVAC serviced, and notice your local repairman is now part of a bigger Consumer Services entity? Centralized management and scale economy turn these localized businesses into roll-up targets. // FINANCIAL SERVICES Think about your insurance agent or wealth management advisor. They're working in complex, highly regulated environments. In the Financial Services sector, roll-ups offer an effective way to consolidate expertise, streamline operations, and enhance customer offerings. // MANUFACTURING Now, imagine driving past factories under a new name — the result of Manufacturing and Industrial Services roll-ups. Bulk purchasing reduces costs, enhances production capabilities, and expands geographical footprints. // REAL ESTATE Lastly, envision your real estate brokerage firm. The industry sees roll-ups as a strategic move to increase market penetration, enhance service offerings, and hike up portfolio value. Roll-ups play a huge role in most industries, rather like a snowball rolling downhill, gaining momentum, and size. Are you seeing roll-ups in your sector or considering M&A?

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Looking forward to meeting women entrepreneurs who are on their journey to create some pathbreaking ideas and inspiring others to do the same. #advaitawomenentrepreneurs #womeninbusiness #entrepreneurship #womenentrepreneurs #EmpowerWomen #womenleaders #businesswomen

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Joe Zaccaria and Lindsey Manning from KPMG US delve into how real-world data (RWD) is revolutionizing healthcare and life sciences. By embracing Generative AI and adhering to the latest FDA guidelines, early adopters are not only accelerating clinical development but also paving the way for value-based healthcare delivery. This strategic integration of RWD is enhancing patient outcomes and fostering significant industry partnerships. #RealWorldData #KPMGLifeSciences #HealthcareInnovation https://bit.ly/46qPtoj

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An Entrepreneurial Board of Directors A Value Maximization Model For Public Companies #corporategovernance #governance #boardsofdirectors #shareholdervalue #performance #capitalism #institutionalinvestors

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Join us today for the Thought Leadership Panel on, 'Outage Management in Utility Industry: Innovation, Trends and Challenges' where industry leaders will be discussing innovations and trends in the Utility Industry.

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In India's startup ecosystem, equity is crucial for early-stage growth. However, as businesses grow and evolve from ideas into structured organizations, debt becomes increasingly significant. Part II of this debt series analyzes the role of debt as a complement to equity, exploring when and how to integrate debt into your capital mix, and the specific use cases [across working capital, runway extension, acquisition financing, and Asset liability mismatch] for which startups can effectively utilize debt. Part I of the series focussed on exploring debt's function in the capital mix of early-stage startups, the factors underlying its limited adoption, its significance within capital structures, and strategies for optimizing costs to attain an ideal capital structure for startups. In case you missed it, please have a read: https://lnkd.in/gnCrbw6T

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Tech startups face many uncertainties, but navigating the venture capital (VC) landscape doesn’t have to be one of them. Understanding key metrics like DPI (distributions to paid-in) and focusing on revenue growth and positive EBITDA can set the stage for success. In today’s economy, VC firms are looking for startups that can demonstrate strong revenue retention and cost management. It's not just about securing funds—choosing the right VC partner who offers mentorship and strategic value can make all the difference in scaling your business. So do your homework, know your numbers, and find a partner who aligns with your vision. #VC #Tech #StartupCulture

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When is the right time for startups to consider going public? In this clip, Yassaman Salas, Partner, Global head of Medical Device at Goldman Sachs, explores the appropriate stage for companies to consider an IPO. She highlights how this decision should shape strategic planning early on and emphasizes the importance of revenue predictability in demonstrating readiness for an IPO. This discussion from #LSIEurope23, ‘Behind the Buyout: Navigating Strategic Partnerships & M&As From Both Sides of the Table’, gives a behind-the-scenes look at M&As and partnerships, explores strategies from both buyer and seller viewpoints, and shares real-world experiences to demystify the complexities of M&As. The full video recording of this panel featuring Ken Nelson, Nate Harrington, Kevin Rocco, Yassaman Salas, and Biren Mehta is available on our website and YouTube channel. Want to see more content like this? Registration and applications to present are open for LSI Europe ‘24 this September 16th - 20th at the Penha Longa Resort, in Portugal. Secure your spot today to ensure you get the best rate and secure a hotel room onsite.

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In an exclusive interview with Forbes, Megha Chawla, Senior Partner in Bain & Company’s India office, discusses why India's tech talent has become a non-negotiable part of the global CEO's strategy and the prospects for the nation's tech landscape. In the age of AI, India's IT services companies have become important partners to global businesses, she says. Read the full interview here: https://lnkd.in/gKDbT5FY

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The ever-increasing demand for electricity has emerged as a significant roadblock for Gen-AI, particularly as cloud services and data centers grapple with their energy needs. It's striking to note that the U.S. alone requires over 1,000 nuclear reactors to meet its energy demands! Even in India, companies like Zetwerk are stepping up, planning to boost renewable capacity to address this demand. As India aspires to become a global data center hub, driven by our demographic trends and the digital transformation wave, I am excited to be part of the conversation. We are exploring renewable energy solutions and actively engaging with states like Maharashtra, Karnataka, Rajasthan, Odisha, Telangana, Andhra Pradesh, Uttar Pradesh, and Madhya Pradesh to support their digital growth. Together, we can harness the power of innovation and sustainability to drive progress. Let’s pave the way for a brighter, greener future! #RenewableEnergy #DigitalTransformation #DataCenters #SustainableFuture #EnergySolutions

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Honored to be featured in Vishesh Raisinghani's article on Mergers and Acquisitions - themiddlemarket.com discussing the changing dynamics in mid-market private equity.     With fierce deal competition among firms of many sizes, we have aligned our focus on attractive opportunities to launch partnerships with businesses and ambitious business leaders who are aligned with our core values of #BuildingBetterTogether !     Thank you, Vishesh, for speaking with me and shedding light on this important topic.    #PrivateEquity #MidMarket #Strategy #UnityPartners 

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Today's post is about our commitment at Bread and Butter Ventures to investing in women's health within our healthcare vertical, which is a big focus of our fund. Our mission in healthtech broadly is to invest in technology that democratizes access to quality care for all. A report this year from Deloitte shared that investment in women’s health rose by 5% between 2022 and 2023 - heading in the right direction, however, women's health represented just 2% of the $41.2 billion in venture funding that went to health companies in 2023, according to Deloitte’s analysis. There is such tremendous opportunity to innovate and invest for half the world's population. This an economic imperative. Spotlighting today 5 outstanding healthcare startups innovation in women's health who are very proud to have in our portfolio: ⭐ Gabbi: is building a comprehensive breast cancer risk assessment and early detection platform, combining cutting-edge technology with personalized care. As a woman's virtual breast specialist, Gabbi ensures every woman knows her risk and has access to early detection via telehealth. https://www.gabbi.com/. Shoutout Kaitlin Christine ⭐ Chiyo: is a personalized & integrative food-as-medicine platform that helps the next generation of mothers looking for guidance as they navigate the acute transitions of fertility, pregnancy and post-partum. https://wearechiyo.com/. Shoutout Irene Liu ⭐ Delfina: is creating an AI-powered pregnancy care platform to solve the global maternal health crisis. Delfina lowers rates of adverse outcomes, hospitalizations, and NICU stays to deliver substantial savings for health plans and risk-sharing providers. https://www.delfina.com/. Shoutout Senan Ebrahim, MD, PhD Priyanka Vaidya Ali Ebrahim ⭐ Nest Collaborative is the first to create a nationwide network of lactation consultants, available to mom 24/7 through virtual consultations. We were also the first to offer mom a no-cost, insurance-paid experience - which means when she has a problem we can connect her with a consultant within hours and we take care of all the payment and paperwork on the back end. We are, in all ways, her BFF - Breast Feeding Friend. https://lnkd.in/gKCVYvtF. Shoutout Judith Nowlin ⭐ Myya: provides breast cancer survivors completely customizable, fully insurance billable post-mastectomy prosthetics with a state-of-the-art fitting experience online and in-person. https://myya.com/ Jasmine Jones #womenshealth #digitalhealth #venturecapital #startups

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Will technology create seamless experiences for patients, providers, and payers? @Dan Galdenzi, head of EY Nexus for Health, is leading the charge. Discover their groundbreaking work in healthcare interoperability, data sharing, and more. Tune in to hear Dan's insights with Sandy Vance. Listen here: ow.ly/CeHT50RGMmx #interoperability #digitalhealth #healthit

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Maximize Your Portfolio with PPM Insights: The Investor's Guide 📈🔍 Dive into the anatomy of Private Placement Memorandums & steer your investments with confidence. #ProfessionalGrowth #PPM https://bit.ly/3xdhejJ

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Integrating multiple organizations after a merger is a complex affair. On the blog, ECG Management Consultants’ Asif Shah Mohammed and Sean Hartzell share 10 tips for making it work. #ECGMC #marketconsolidation #healthcaremergers https://lnkd.in/gbsxq5gB

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Healthcare is highly suited for AI automation, with many opportunities to improve accessibility, affordability, and outcomes. AI can drive efficiencies across various functions, though it will inevitably reduce the need for some human roles. #higherorder #ai #automation #healthcare #healthtech

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Our new survey, AI Radar for Private Equity, explores the transformative impact PE executives are seeing from AI on value creation, dealmaking and strategy. Explore it here: https://lnkd.in/etYMGqJk Key contacts: Jiva Jagtap and Sumeet Gupta hashtag#AI hashtag#ArtificialIntelligence hashtag#PrivateEquity

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This past week, I had an engaging conversation with Sanjoy Sanyal for Caspian Climate Conversations. We discussed my newest venture, Edhina Capital, and investment opportunities in IP-led businesses in EV and Energy sectors. CCC has captured a wealth of knowledge from various thinkers, doers, and innovators in climate technology over the last three years. It is an honour to join this formidable line-up. At Edhina Capital, our competitive strategy is rooted in Sector and Technology depth and painstaking Research for differentiated investment opportunities. Our mission is to provide vertical support to businesses. We help family offices with direct investment opportunities. Couple of arguments that formed the centre of my conversation with Sanjoy: 1. Traditional sectors of Mobility, Energy and Built Environment are transitioning to being climate resilient on the back of deep Science, Computing, Communication and Scale. These present significant investment opportunities in IP-led businesses that are disrupting the sector. 2. Nuanced understanding of the Sector, Technology and Product differentiation feeds a powerful investment strategy at Edhina that is capital efficient at Early stage as well as at the Growth stage, and renders itself to market competitive returns. Listen to the full episode for more: https://rb.gy/7fpmy8 #ClimateAction #CleanEnergy #EMobility #Sustainability #ImpactInvesting #ClimateTech #CaspianClimateConversations‍

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India remains a focal point for the global PE, due to our expansive economy, growth prospects, and burgeoning demand.   See what Eric Janson has got to say about this and more at https://bit.ly/49R4sIs #PwCDeals #PrivateEquity #IPOMarket

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