I recently sat with the leadership team of one of the highest-performing med-tech companies in a major private equity portfolio. I asked each executive to physically stand in a spot representing how much of their business they believed would need to be completely redesigned by 2026 to win in the AI era. Every single one stood between 80% and 100%. The team was shocked and relieved all at once — because they were glad their peers saw the magnitude of what they saw too and were ready to act. The CEO sa ...

Core Insights - Smaller med-tech companies may present a value trap unless they demonstrate significant growth, as many institutions are reluctant to consider them without growth metrics [1] Industry Analysis - The med-tech sector is characterized by a focus on growth, with smaller companies needing to distinguish themselves to attract institutional investment [1]