private equity portfolio companies

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Aug 7, 2023 by Brendan Ballou · across every show →

Everything said about private equity portfolio companies, oldest first

Aug 7, 2023 negative
Assertion Supported
Ballou: PE lobbying stalled and weakened surprise medical billing reform
“There's also a thousand smaller stories, for instance, lobbying around surprise medical billing, which was really crucial to some of the business models of the few private equity portfolio companies. They were successful installing legislation for a number of …”
Brendan Ballou Aug 7, 2023 ▶ 55:18 Sachin Khajuria and Brendan Ballou – Private Equity: Profit or Plunder? (EP.331)
Feb 17, 2025 neutral
Assertion Not checkable as stated
Choe: PE portfolio companies are mostly exited to buyers, not sold on cash yield
“Today where private equity portfolio companies are by and large exited to other buyers, so they're not really being sold on free cash flow yield.”
Mike Choe Feb 17, 2025 ▶ 18:11 Michael Choe - Atomization of Private Equity Decisions at Charlesbank (EP.432)
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