Endeavour Group
Bain, Jayne strike again
Pokies and liquor giant Endeavour needs radical surgery. Send in the consultants!
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Chemist Warehouse
5 articles
Lifestyle Communities
Leaving Lifestyle Communities alive
The company's founder James Kelly retired in December. His timing was exceptional.
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Healthscope
Healthscope's problem was private equity
As the US experience demonstrates, PE and hospitals are a terrible mix.
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Note from Joe
Todd Sampson's departure and dancing with David Di Pilla
Qantas' loss of Todd Sampson went unmourned while HMC Capital's investor day intrigued the market.
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Sigma Healthcare
Chemist Warehouse’s Di Pilla di lution
The numbers are in on Chemist Warehouse’s reverse takeover of Sigma. Cheap hindsight tells us that a regular IPO would’ve cost Chemist Warehouse shareholders $100 million, but saved them $3 billion.
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