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Eric Bormel
2
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Oct 14, 2026
The New Economics of Digital Health & Consumer Healthtech
5:39
5:49
5:59

Eric BormelGUEST
Think- Brands that sell direct to consumer with some type of software solution, uh, that enable some part of the health and wellness journey, usually with some level of specificity.

Eric BormelGUEST
So we can go as deep as women's health period tracking, cycling content for endurance athletes, nutrition content often paired with a nutritionist, amongst many other things.

Eric BormelGUEST
Most of this category was created twenty years ago when the app economy came into our ecosystem, and now sitting here twenty years later, these are real brands that are still growing, have strong margins, and durable cash flow.
C
9:31Chris MoynihanHOST
Are these natural acquirers of these businesses, or do they have to wait for that next phase of growth until they scale, mature, and get to a different size?
Eric Bormel - Good Deals Are Quiet: Demystifying M&A for Fitness Founders
7:52
7:58
8:05

Eric BormelGUEST
For, for those who try to do it by themselves, it, it's, it's quite difficult as they always come out the other side and say.

Eric BormelGUEST
And so what we do upfront i- is first we help develop the set of marketing materials for the company.

Eric BormelGUEST
So it's, uh, an information memorandum, it's a financial model, it's a, it's a KPI data pack, it's, it, it's the script and structure for the management team that they can leverage in their conversations and for us to leverage in our conversations.
E
13:04Eric MalzoneHOST
But in its current, you know, here sitting in 2026, like what do people want a piece of right now within our industry? Is it the, the brick and mortar? Is it the health club? Is it the boutique? Is it the tech? Is it the like fem tech? Like what, what are you seeing?