About Private Equity Conversations with Fexingo: PE Funds, Buyouts, and Long-Hold Investing
Lucas and Luna sit down at the partner desk to examine the mechanics of private equity — buyout structures, fund economics, and long-hold strategies. Each episode dissects a single deal or fund, from the LBO model that acquired Dollar General in 2007 to the multi-decade hold of Constellation Software by Leonard Green. Lucas brings the numbers: IRR calculations, fee waterfalls, and debt-to-EBITDA ratios. Luna pushes back on the human side — why a founder sells, how the PE firm reshapes governance, and whether long-hold investing actually reduces the perverse incentives of the traditional 10-year fund cycle. Together, they balance the technical with the strategic, always anchored in real cases. This show is for the analyst who wants to understand accretion vs. dilution, the GP who questions carried interest structures, and the LP trying to differentiate between value creation and multiple expansion. No fundraising pitches, no off-the-record gossip — just a rigorous, two-sided conversation about how PE actually works, and whether it works for whom. Will the rise of continuation funds solve the liquidity problem or entrench conflicts of interest?
#PrivateEquity #Buyouts #LBO #FundEconomics #CarriedInterest #ValueCreation #DollarGeneral #ConstellationSoftware #LeonardGreen #CapitalAllocation #DebtFinance #IRR #LongHold #ContinuationFunds #Governance #Business #FexingoBusiness #Finance
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How Private Equity Turned Your Water Meter Into a Cash Machine
In October 2026, we look at the quiet consolidation of municipal water utilities by private equity firms. We examine how firms like American Water Works and newer entrants have shifted from infrastructure management to aggressive rate-setting strategies. The episode explores the financial mechanics behind water bill hikes, the role of debt loading in buyouts, and the impact on household budgets. We also discuss regulatory challenges and the growing debate over whether essential services should remain public assets or become profit centers for investors.
#PrivateEquity #WaterUtilities #InfrastructureInvesting #MunicipalServices #RateHikes #DebtLoading #PublicAssets #RegulatoryRisk #EssentialServices #FexingoBusiness #BusinessPodcast #FinanceNews #EconomicPolicy #UtilityCompanies #ConsumerCosts #CorporateBuyouts #SustainableInvesting #MarketTrends
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18 Oct 2026
How Private Equity Is Buying Your Local Hospital
We look at the rapid consolidation of community hospitals by private equity-backed groups like Ensign and Universal Health Services. With over one hundred acquisitions in the last five years, we examine how this shift affects patient care costs, staffing retention, and the long-term viability of rural healthcare. This episode breaks down the specific financial mechanics driving these deals and what it means for local communities.
#PrivateEquity #HealthcareInvesting #HospitalConsolidation #EnsignGroup #UniversalHealthServices #CommunityHospitals #MedicalDebt #HealthcarePolicy #Buyouts #LongHoldInvesting #BusinessPodcast #FexingoBusiness #FinanceNews #EconomicAnalysis #MarketTrends #RuralHealthcare #NursingShortage #PatientCare
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13 Oct 2026
How Private Equity Is Buying Your Local Water Utility
Private equity firms are moving beyond gyms and nursing homes into the most essential infrastructure of all: water. In this episode, we look at how investment groups like Aqua America are acquiring municipal water systems, turning public utilities into private assets. We examine the business model, the regulatory challenges, and what it means for consumers when your tap water is managed by a fund seeking maximum return on equity rather than public service.
#PrivateEquity #WaterUtilities #InfrastructureInvesting #MunicipalServices #AquaAmerica #UtilityPrivatization #BusinessPodcast #FexingoBusiness #FinanceNews #CorporateTakeovers #PublicInfrastructure #RegulatoryRisk #ConsumerImpact #AssetManagement #DealMaking #LucasAndLuna #EconomicTrends #WaterScarcity
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