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Eric Bormel

Oct 14, 2026

5:36
Let's do it.
5:36
Let's do it.
5:37
Let's start with health and wellness technology.
5:39
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.
5:49
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.
5:59
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.
6:14
The second one that I'd highlight for you right now is specialty virtual care.
9:31
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?
7:48
Like, what, what does that, what does that entail exactly?
7:50
Yeah.
7:50
It, it, it's, uh, it's a lot of work.
7:52
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.
7:58
And so what we do upfront i- is first we help develop the set of marketing materials for the company.
8:05
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.
8:19
That process could typically take 60 days or so.
13:04
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?

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