Private Equity Conversations with Fexingo · 2026-07-15 · 10 min
This week on Private Equity Conversations, Lucas and Luna unpack a rapidly accelerating trend: private equity firms acquiring in-home care agencies for the elderly. With a focus on the roll-up strategy of Help at Home and the involvement of firms like Webster Equity Partners and Revelstoke Capital, they explore why home care has become a $100 billion addressable market, how PE firms are creating regional monopolies, and what this means for care quality and worker wages. Specific numbers on labor costs, reimbursement rates, and the '80/20 rule' of caregiver turnover are discussed. Lucas also weighs the ethical tension between operational efficiency and the human element of elder care. The hosts connect this to the broader trend of PE buying up fragmented service industries. #HomeCare #PrivateEquity #ElderCare #WebsterEquityPartners #RevelstokeCapital #HelpAtHome #RollUpStrategy #CaregiverWages #LaborCosts #HomeHealth #FragmentedIndustry #Consolidation #Business #Finance #FexingoBusiness #BusinessPodcast #PrivateEquityConversations #Investing Keep every episode free: buymeacoffee.com/fexingo