The New M&A Calculus – December 2023

The New M&A Calculus – December 2023

December 6, 2023 “IT IS A JOKE IN BRITAIN TO SAY THAT THE WAR OFFICE IS ALWAYS PREPARING FOR THE LAST WAR.” – WINSTON CHURCHILL HUMAN BIASES Humans have inherent hard-wired biases that significantly influence our behavior. In business this is manifested in...
Health and Wellness Inflation Pivot – Nov 2022

Health and Wellness Inflation Pivot – Nov 2022

November 30 , 2022 VMS AS A PROXY Back in October Wellvest wrote: “Historically during these periods[of high inflation and a protracted economicslowdown]consumers have moved down market to more affordable offerings, including more value-oriented brands and private...