The New PE Playbook: Finding Value in Fragmented Markets

In a market where private equity is searching for its next growth engine, where does real value actually come from?The answer may surprise you.In this episode, Jesse Lehman, a retail expert with deep experience across retail, supply chain and operational transformation unpacks where value is really being created today and why it's often hiding in plain sight.From pet grooming and dental practices to mid‑market manufacturing, Jesse explains why fragmented, founder‑led businesses are emerging as some of the most compelling opportunities and why scale doesn’t have to mean standardization.This episode cuts through the hype to focus on what truly drives valuation.If you’re an investor, operator, or leader navigating a challenging cycle, this conversation offers a grounded, experience‑led view on how value is unlocked when conditions are tough.