An investor’s view of the private market, and navigating AI-driven uncertainty | Conor Green (Truehelm)

Conor Green of Truehelm (formerly TT Capital Partners) joins to discuss the firm’s rebrand, its healthcare-only growth equity/growth buyout strategy, and current market dynamics. He outlines Truehelm's focus on founder-owned, tech-enabled services businesses selling to hospitals, health plans, employers, and life sciences, often bootstrapped and “skipping venture." 

Conor and HTN cover today’s valuation dislocation amid AI uncertainty, slower deal processes and re-trading, niche investing themes in rev cycle and employer/payer services, and an exit market logjam from peak-era buys that may clear as return expectations reset.

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