Onchain Assets - Everything is coming onchain, including Stablecoins, Treasuries, ETFs, GDP Data, Stocks, Money Markets, Mutual Funds, Derivatives, Corporate Bonds, Commodities, and Private Equity [1] Blockchain Platform - Everything moves faster on Sei, indicated by the ticker symbol ($/acc) [1]

Is Private Equity Right For Your 401(k)? A Look At Potential Risks And Rewards https://t.co/o1vywwYmK3 https://t.co/WYJ6b1JgOV ...

Is Private Equity Right For Your 401(k)? A Look At Potential Risks And Rewardshttps://t.co/ju83Hq4H1K https://t.co/Cx3UpNdJYE ...

All right. So, global M&A is up 36%. US M&A is up 20%.So, we're actually kind of lagging a bit, but this month in particular has been strong. What are the catalysts for the dealmaking we've seen recently. >> We have seen, you know, a really strong August with uh a number of multi-billion dollar transactions from from major US names.And I think many of makers, you know, had been planning on these transactions over the course of the beginning of this year. But with all the news around tariffs, around markets, ...

Welcome to CNBC. com. I'm Frank Holland, anchor of Worldwide Exchange.CNBC is celebrating Black Business Month in August. And today we're joined by the managing partner of Fairview Capital, Dr. . Cola Olaf Fimboa.Again, managing partner of Fairview Capital. Doctor, thank you for joining us. >> Thank you very much for having me.>> I think the natural question here is how does a medical doctor because you are an MD turn into an investor. What was that journey. give us give us the you know the shortened versio ...

Summary of US Physical Therapy (USPH) FY Conference Call - August 26, 2025 Company Overview - **Company Name**: US Physical Therapy (USPH) - **Industry**: Outpatient orthopedic physical therapy - **Market Presence**: Operates nearly 800 facilities across the United States, with a partner model where the company generally owns about 70% of each partnership [2][4][10] Core Business Model - **Partnership Model**: USPH partners with local brands, allowing owners to retain a meaningful interest while benefiting from USPH's resources for growth [4][5][16] - **Market Fragmentation**: The physical therapy market is highly fragmented, estimated at $40 billion, with no single provider holding more than 10% market share [10][14] - **Reimbursement Strategy**: Focus on states with favorable reimbursement rates to ensure reasonable margins [8][9] Financial Performance - **Growth Despite Challenges**: Despite facing Medicare reimbursement headwinds, USPH has maintained significant growth, reporting an 18% increase in the last quarter [6][38] - **EBITDA Impact**: The company has faced a cumulative EBITDA reduction of $50 million due to reimbursement cuts, with $25 million impacting this year alone [35][37] - **Current EBITDA Guidance**: Updated guidance for EBITDA is between $93 million and $97 million for the year [38] Operational Highlights - **Visit Metrics**: Average visits per clinic per day reached 32.7, indicating strong demand [40] - **Technological Investments**: Implementation of AI-assisted documentation and partial virtualization of front desk operations to enhance efficiency [41] - **Margin Recovery**: Recent quarterly margins were around 21%, with expectations to improve further [42] Growth Opportunities - **Industrial Injury Prevention Business**: Launched in 2017, this segment has grown to over $100 million in revenue and $20 million in EBITDA, with a growth rate of 20-30% [44][48] - **Strategic Acquisitions**: Focus on acquiring larger practices with at least $1 million in EBITDA, enhancing profitability through better reimbursement rates [26][16] Market Dynamics - **Regulatory Challenges**: The company has navigated significant regulatory changes and reimbursement cuts, particularly from Medicare, which have historically impacted physical therapy providers [35][36] - **Competitive Landscape**: USPH differentiates itself from competitors by maintaining a strong balance sheet and avoiding excessive leverage, unlike many private equity-backed firms [31][14] Additional Insights - **Dividend Policy**: USPH has consistently paid dividends since 2012, currently at approximately $0.45 per quarter [51] - **Share Repurchase Plan**: Recently authorized a share repurchase plan due to stock price fluctuations, although this is not the primary focus for capital deployment [53] Conclusion US Physical Therapy is positioned for continued growth in a fragmented market, leveraging its partnership model and operational efficiencies to navigate regulatory challenges and capitalize on emerging opportunities in the physical therapy and industrial injury prevention sectors.

Abu Dhabi-based BlueFive and the private equity arm of CICC are looking to set up a fund backing Chinese companies seeking to expand in the Middle East https://t.co/j4KHFNTNqV ...

Nigeria is set to increase the proportion of funds that its $17 billion pension industry can invest in infrastructure and private equity in a bid to boost returns on retirement savings. https://t.co/bERjQo0qBA ...

Investment & Impact - TPG promised investors, including the World Bank, the Gates Foundation, and Bono, to expand access to healthcare in Africa and Asia [1] - Patient safety complaints arose after TPG's commitment [1]

Tax Structure - Private equity and hedge funds are structured as pass-through entities [1] - This structure allows them to pass their entire tax obligation to investors or limited partners [1]