Digital Health Heavyweights

Episode 55 - Nikhil Marathe, Healthcare Investor at Juxtapose

Norm Volsky

Summary

Welcome back to the Digital Health Heavyweights Podcast for Episode 55! In today’s sit down , host Norm Volsky interviews Nikhil Marathe, a senior principal at Juxtapose. Nikhil shares his unique journey into healthcare, contrasting it with the typical paths of many in the industry. He discusses his experiences at TA Associates and SilverSmith Capital Partners, highlighting the challenges and successes he faced in private equity. Nikhil emphasizes the importance of understanding the strengths and weaknesses of founders when investing and shares insights on strategic discussions within boardrooms. He also explains Juxtapose's innovative approach to sourcing deals and building companies, particularly in the healthcare sector. The conversation concludes with Nikhil's personal wellness strategies and healthy cooking tips for families.

 Takeaways

 🌟 Nikhil's path to healthcare is unique, coming from a tech background.  

⏳ Healthcare is lagging behind other industries by about 10 years.  

💡 The juxtaposition of innovation in tech and stagnation in healthcare piqued Nikhil's interest.  

🤝 Building relationships with entrepreneurs is crucial in private equity.  

📈 Success in private equity requires understanding market dynamics and valuations.  

🔍 Nikhil emphasizes the importance of domain expertise in founders.  

⚙️ Strategic M&A discussions are vital for growth in healthcare companies.  

🛠️ Juxtapose focuses on creative buy-and-build strategies in healthcare.  

🧠 Nikhil values openness and a learning mindset in founders.  

🥗 Wellness and healthy eating are important aspects of Nikhil's life.  

 Chapters

 00:00 Introduction to Nikhil Marathe

04:07 The Lag in Healthcare Innovation

07:40 The Growth of SilverSmith Capital Partners

13:33 Challenges and Successes at SilverSmith

20:22 Proud Moments and Successes at SilverSmith

22:16 Adding Value as a Private Equity Partner

24:28 Qualities to Look for in Founders

27:31 Strategic Discussions that Shape Healthcare Organizations

33:09 The Process of Sourcing Deals in Healthcare

38:11 Joining Juxtapose and the Concept Development Team

41:21 Partnering with Portfolio Companies at Juxtapose

43:17 Ideation and Focus Areas at Juxtapose

49:34 Reducing Stress and Maintaining Physical Health

52:39 Cooking Healthy Meals for the Family

54:52 Outro

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