Johnny Hilbrant

Private Equity

Cheap Watches, Fashion Bankers, and the Future of Healthcare

Mar 11, 2026

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5 min read

Cheap Watches, Fashion Bankers, and the Future of Healthcare

A watch SNAFU, a next generation of little shits and the future of PE private equity in healthcare

Johnny Hilbrant

Private Equity

Mar 4, 2026

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4 min read

Tea, Toucans & Takeovers

Admissions panic, avian optionality, and $110B consolidation

Johnny Hilbrant

Private Equity

A Pivot to Palm Beach and the PE Logjam, Explained

Feb 25, 2026

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5 min read

A Pivot to Palm Beach and the PE Logjam, Explained

To avoid the winter storm this week we made the responsible decision to pivot last minute, fire up the jet, and relocate the family to Palm Beach. We DID have to bring the tennis pro along as Wifey has been fine-tuning her backhand ahead of the invitational at Lyford Cay Club next month, and we’re not letting weather interfere with preparation.

Johnny Hilbrant

Feb 20, 2026

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4 min read

PE Guy's Newsletter Is Back And Better Than Ever

If you’ve been refreshing your inbox for the last two weeks, I owe you an apology. Between a mandatory high-performance reset in St. Barths and an absolutely feral level of deal flow, I simply did not have the bandwidth to monetize my insights for you. My inbox has been buckling under the weight of unsolicited nine-figure opportunities and at least one situation so proprietary it legally cannot be written down. Plus, Montauk’s skiing lessons in Zermatt required my direct oversight. Rest assured, the pause was not due to a lack of wisdom. Quite the opposite. It was an issue of surplus. But I am back to unlock value for the masses.

Johnny Hilbrant

Rollups

Jan 28, 2026

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6 min read

Please Allow Me to Brag for a Moment

Tarantino's hitting milestones the headmaster thought were improbable

Johnny Hilbrant

Rollups

Jan 21, 2026

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7 min read

Billionaire Wedding Schism

Beckham Heir Scores Wealthier In Laws with a PE Background

Johnny Hilbrant

PE: Private Equity

Jan 14, 2026

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7 min read

Quick Trip to Palm Beach

Wifey and I Needed to Relax After the Holidays

Johnny Hilbrant

PE: Private Equity

What Flying Squirrels Taught me About Ebitda

Jan 7, 2026

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8 min read

What Flying Squirrels Taught me About Ebitda

They Live Among Us and Wifey Hates It

Johnny Hilbrant

Rollups

PE Guys' Newest Favorite Asset Class: Minnesota Daycares

Dec 31, 2025

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6 min read

PE Guys' Newest Favorite Asset Class: Minnesota Daycares

These Guys are Absolutely Printing!

Johnny Hilbrant

PE: Private Equity

Merry Christmas from Wifey, Tarantino, Montauk, and PE Guy

Dec 24, 2025

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5 min read

Merry Christmas from Wifey, Tarantino, Montauk, and PE Guy

The kiddos are more excited for their presents than my LP's are for their distributions

Johnny Hilbrant

Dec 16, 2025

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6 min read

Private Equity Comes to College Sports

Are we about to turn SEC Football into a Princeton Supper Club?

Johnny Hilbrant

Rollups

Paramount’s David Ellison is Making Life Better by Rolling Up Your Favorite Shows

Dec 10, 2025

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7 min read

Paramount’s David Ellison is Making Life Better by Rolling Up Your Favorite Shows

Affinity Partners, a substantial private equity firm led by my dear friend Jared Kushner, has emerged as a participant in Paramount’s hostile bid for Warner Bros!

Johnny Hilbrant

PE: Private Equity

The Real Supply Chain Crisis: I Couldn’t Get My Usual Room at Amangiri

Dec 3, 2025

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4 min read

The Real Supply Chain Crisis: I Couldn’t Get My Usual Room at Amangiri

My nickname at my Dinner Club was Lisan Al-Gaib, which inspired me to book for all of April.

Johnny Hilbrant

PE: Private Equity

It’s harder to get a job than to get into Harvard

Nov 26, 2025

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6 min read

It’s harder to get a job than to get into Harvard

(Alexa! Play Cry Me A River by Justin Timberlake!)

Johnny Hilbrant

Nov 21, 2025

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4 min read

Deploying Massive Alpha This Week

If you don’t understand proprietary deal flow, this newsletter may be too advanced for you.

Johnny Hilbrant

PE: Private Equity

Nov 13, 2025

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4 min read

Yacht Money, Not Bus Fare

The bourbon’s neat, the markets aren’t, and the exits? SUBSTANTIAL!

Johnny Hilbrant

Nov 6, 2025

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4 min read

We aren't like other PE firms.

Denny’s is going private in a $1.5B deal. We have never eaten there, but our firm can make it better.

Johnny Hilbrant

Oct 30, 2025

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2 min read

The Beauty of Private Equity

PE's Contribution to American Architecture is SUBSTANTIAL

Johnny Hilbrant

Johnny Hilbrant

Cheap Watches, Fashion Bankers, and the Future of Healthcare

Tea, Toucans & Takeovers

A Pivot to Palm Beach and the PE Logjam, Explained

PE Guy's Newsletter Is Back And Better Than Ever

Please Allow Me to Brag for a Moment

Billionaire Wedding Schism

Quick Trip to Palm Beach

What Flying Squirrels Taught me About Ebitda

PE Guys' Newest Favorite Asset Class: Minnesota Daycares

Merry Christmas from Wifey, Tarantino, Montauk, and PE Guy

Private Equity Comes to College Sports

Paramount’s David Ellison is Making Life Better by Rolling Up Your Favorite Shows

The Real Supply Chain Crisis: I Couldn’t Get My Usual Room at Amangiri

It’s harder to get a job than to get into Harvard

Deploying Massive Alpha This Week

Yacht Money, Not Bus Fare

We aren't like other PE firms.

The Beauty of Private Equity

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