Gerald Brady

Hinge Health, Omada Health, Heartflow: 3 highly successful HealhTech IPO's to date in 2025 https://lnkd.in/ei4UaJ65 The successful IPOs of Hinge Health, Omada Health, and HeartFlow in 2025 can be attributed to several key factors that distinguish them from the digital health companies that struggled in previous years, particularly during the "SPAC mania" of 2021. These companies demonstrated a combination of maturity, strong business fundamentals, and a clear path to value creation, making them attractive to a more discerning public market. The successful IPOs of Hinge Health, Omada Health, and HeartFlow mark a "thawing" of the public market for digital health. They are not just hype-driven ventures but mature, resilient companies with proven business models, strong financials, and the ability to demonstrate a tangible impact on patient outcomes and healthcare costs. These IPOs are seen as a positive sign for the healthtech sector, which has seen a drought in public offerings since 2021.The successful debuts of these companies are seen as "bellwethers," indicating a cautious reopening of the public market for mature, high-growth digital health firms with proven business models. https://lnkd.in/ei4UaJ65

12

1 Comment

Thrilled to partner with BNY's Sarthak Pattanaik and Reed Alexander at Business Insider to share the story of our latest collaboration! BNY is integrating Gemini Enterprise with its Eliza AI platform to bring powerful deep research capabilities to its global workforce. This integration is unlocking productivity for BNY’s teams and freeing up employees to focus on strategic thinking and client relationships. As I shared with Reed, financial firms are becoming a critical testing ground for agentic AI because their workflows involve heavy documentation, strict rules, and significant risk management. With the deep research agents on Gemini Enterprise, banks can reason through lengthy materials while staying anchored to a firm's internal policies—a prerequisite for deploying agents across custody, markets, or onboarding. This is a powerful, real-world example of using AI to truly empower teams with agentic tools powered by Google's most advanced Gemini models. Incredibly proud of the collaboration between our organizations. Congratulations to the BNY team on this strategic, forward-thinking work. Read the full story here: https://goo.gle/4rMLKvs #GoogleCloud #BNYMellon #Fintech #AgenticAI #GenerativeAI Mark Estes Elizabeth Bourgoin Jose Escobar Devon Yarbrough

76

How does network drive value in private equity investing? We sat down with private equity veteran and Partner, Global Co-Head of Private Equity, Goldman Sachs Asset Management Michael Bruun to discuss the current state of private equity. In the latest Alt Goes Mainstream AGM Unscripted podcast, Michael and I had a fascinating conversation about private equity, today’s investing environment, the hardest part about investing today, and how product innovation is impacting private equity’s market structure. We covered: ➡️ How investors can approach allocating to private equity today. ➡️ The toolkit required to generate returns in private equity today. ➡️ The importance of network and operating partners in value creation. ➡️ How new product innovation and new structures like evergreens and continuation vehicles are changing growth equity and private equity. ➡️ The importance of understanding macro in a new world order of geopolitics and a new world order of investing. ➡️ The skillsets that investors need to have to be a good investor in today’s investing environment. ➡️ The hardest part about investing today. Thanks Michael for sharing your wisdom, expertise, and passion about private equity. https://lnkd.in/evBthMD8

11

Reindustrialization is our generation's defining problem. Do we engage in a whole-of-nation effort to rebuild our industrial base, or do we cede global leadership to an emboldened China? They have the momentum right now. But America has done it before, and we can do it again. We MUST do it again. All other political squabbles are irrelevant. This what matters, period. Full stop. The future of Western civilization depends on the path we choose over the next 5 years. Take whatever funding is going into liberal arts education and plow it into trade schools, apprenticeship programs, and STEM education. Open the floodgates of low-interest-rate loans for equipment & facilities. Encourage large American companies to make firm, long-term commitments to domestic suppliers. Hack and slash at every regulation at every level of government that impedes progress. Just get rid of it all. Better to cut too much and have to add some back than lose the most important race of our lifetime. Build the ships, the rockets, the cars, the machine tools, the CNC shops, the ball-bearings, the gearboxes, the lubricants, the stators, the cathodes... build it all. Don't pick and choose. A strong industrial base has non-obvious interdependencies all the way down to the raw material inputs. If you don't know much about manufacturing now it doesn't matter. Start learning. China achieved remarkable results in a single generation, and we're starting from a WAY better position. I'm confident we can make immense progress in a single decade. I'll do my part, but this problem needs all the intellectual and physical horsepower we can throw at it. Time is running out. The urgency is real. Get to work.

23

2 Comments

Will the secondary markets ever become a traded market like the bank loan market? We sat down with private markets veteran and Partner, Global Head of Vintage Strategies, External Investing Group (XIG) at Goldman Sachs Asset Management Harold Hope to discuss the rapid growth and evolution of the secondary market. In the latest Alt Goes Mainstream AGM Unscripted podcast, Harold and I had a fascinating conversation about the nuances of the secondary market and what the future of secondaries might look like: ➡️ Perspectives from Harold’s early days in secondaries 25 years ago, when Goldman had raised its first $400M fund in secondaries and when the secondaries industry was doing around $2B per year in transaction volume. ➡️ The evolution of innovation in the secondaries market. ➡️ Why problem-solving is a defining feature of secondaries. ➡️ What is the right skillset required to be a great secondaries investor? ➡️ Why secondaries is fundamentally a valuation oriented business. ➡️ Are secondaries returns driven by buying high-quality assets or by buying at steep discounts? ➡️ Misconceptions about continuation vehicles and how the trend of private companies staying private longer impacts CVs. ➡️ The how and the why behind Goldman’s recent acquisition of Industry Ventures and why Goldman is excited about the opportunity set in venture and growth secondaries. ➡️ Why scale matters in secondaries. ➡️ Why secondaries might not become a traded market like the bank loan market and why secondaries may not fully achieve standardization because managers may not want completely uniform standardization. ➡️ Why secondaries can be an on-ramp to private markets for private wealth investors. Thanks Harold for sharing your wisdom, expertise, and passion about secondaries and private markets. https://lnkd.in/evTHaVDG

16

Inspirit Capital and PCB Partners acquires Palladium Group. Inspirit Capital, with PCB Partners co-founders Ben Doltis & Tim Farazmand are pleased to announce the acquisition of Palladium Digital, a leading digital and strategic consulting firm. Operating from London, New York & Dubai, Palladium supports private equity investors and their portfolio businesses to define, design and implement digital capabilities. The group also provides strategic consultancy services to a range of European and North American corporate clients through its White Space Strategy division. Recently ranked in the Financial Times 2025 list of the UK’s leading management consultancies, Palladium is also developing a market-leading position in helping businesses understand and realise the practical benefits of artificial intelligence technologies. Inspirit Capital is a London-based investment firm that specialises in corporate carve outs. PCB Partners is a London-based investment bank advising on M&A deals exclusively in the digital ecosystem. Will Stamp, Partner, Inspirit Capital, commented: "Palladium has built a market-leading position in recent years and we're delighted to be partnering with James, Mark and the wider Palladium team to deliver the next phase of growth. This transaction also aligns with Inspirit’s expertise in delivering complex corporate carve-outs.” Ben Doltis, CEO & Co-founder, PCB, commented: "We're thrilled to be co-investing alongside Inspirit Capital in Palladium. As technology continues to reshape industries, Palladium's expertise in leveraging data and AI-driven solutions positions it perfectly for accelerated growth. I'm excited to back such a first-class management team as they lead the company into its next chapter." James Prebble, CEO and Co-founder, Palladium Digital Group, commented: "We're delighted to welcome PCB Partners and Inspirit Capital as our new investment partners. Their support marks an exciting new chapter for Palladium as we accelerate our expansion in the US and continue to build on our leadership in digital and technology advisory for the private equity sector. With their backing, we are well positioned to capitalise on the significant growth opportunities in AI and data-driven value creation for our private equity clients and their portfolios. We look forward to this next phase of growth alongside PCB & Inspirit.” Mark Lewis, COO, Palladium Digital Group, commented: “We're thrilled to embark on the next chapter of Palladium’s journey with Inspirit Capital & PCB Partners. Their investment is a significant milestone in our ambition to become the leading tech, data, and AI consultancy for the private equity sector. Palladium’s unique blend of transaction advisory and value creation services, especially our hands-on approach to implementation and realising value through technology, data, & AI, positions us at the forefront of a rapidly evolving market. We're excited to scale, innovate, and prepare for this new phase."

296

95 Comments

Wealth professionals looking to introduce private market investments into client portfolios are finding that client education is essential. Managing Director James Martin shares a key insight from our Global Private Wealth Survey that highlights how stronger education equips clients to confidently embrace private markets.

13

Unlocking Capital: Female Investor Roundtable Insights 🔓 Earlier this year, the British Business Bank gathered some of the most influential women in the UK venture capital ecosystem for an intimate roundtable discussion about the unique challenges female fund managers face when raising capital. The conversation was candid, insightful, and — most importantly — actionable. Despite the BBB having 25% female fund managers (vs 12% industry average), new fund pipelines remain 70-80% male teams. Key barriers we discussed: 🚧 Year-long fundraising processes without runway 🚧 Unrealistic GP commitment expectations 🚧 The track record catch-22 🚧 Parental leave treated as "key person events" Promising solutions: 🔑 Flexible GP commitments based on personal wealth 🔑 Lower first close requirements 🔑 Updated parental leave provisions As one participant said: "We don't just need more capital; we need champions at the LP level." Check out the full blog in the comments

17

Frontier tech finds its ground zero in the Midcontinent The Midcontinent is now emerging as a pivotal region for frontier tech and investment. SVB’s recent insights spotlight this growth, particularly in industries like energy, infrastructure, and deep tech—momentum that the Midcontinent region is already capitalizing on. At Cortado Ventures, we’re doubling down on early-stage frontier tech that reimagines legacy industries. Our 2025 Midcon VC Summit in Tulsa underscored this momentum in an outstanding presentation by Josh Pherigo, who builds on that theme with this article. https://lnkd.in/gpFVeDVw

42

2 Comments

Wall Street's recent lateral hiring wave is creating unexpected ripples across promotion pipelines—and the effects could last through 2027. Hundreds of external MDs joined firms on two-year guarantees, naturally affecting advancement timelines. But there's a newer dynamic that's quietly reshaping the game: experienced Directors/VP3/4s who have been RIF'd are trying to reenter the market at lower VP-level roles and compensation, creating a competitive landscape that few saw coming. Read the full analysis to understand what this means for your career trajectory.👇 #InvestmentBanking #WallStreet #CareerDevelopment #Banking #Finance #TalentManagement Retry

7