Interview with David Rogero - Partner at Cressey & Company

In this interview, David Rogero, Managing Partner at Cressey & Company, discusses the history, strategy, and sector expertise of this U.S. private equity firm specializing in healthcare. With over 20 years of experience in healthcare private equity, he explains how Cressey was built around a strong conviction: to invest exclusively in healthcare services and related technologies.Cressey & Company on more than 45 years of cumulative experience in healthcare investing, with roots dating back to the first private equity strategies dedicated to the healthcare sector in the United States. The firm focuses its approach on the particularly vast U.S. healthcare market, representing approximately $5 trillion in annual spending, or nearly 18% of U.S. GDP. Cressey’s investment strategy is based on an in-depth thematic and sector-specific approach. The team identifies major long-term trends, known as “big ideas,” linked to regulatory, competitive, or technological shifts in the sector. It then targets high-potential companies, partners with their management teams, and supports them to accelerate their growth and transform them into market leaders. This sector expertise constitutes a key differentiator in both deal origination and value creation. Cressey focuses primarily on healthcare services, care coordination solutions, and technologies that improve the quality, efficiency, and productivity of the healthcare system. Examples such as PurFoods, known under the Mom’s Meals brand, and HHAeXchange illustrate this ability to identify structural needs, support emerging companies, and guide them in their development.David Rogero also emphasizes that the U.S. healthcare sector remains attractive over the long term, driven by an aging population, growing demand for care, coordination needs, and the increased role of software in improving the system’s efficiency. Despite macroeconomic uncertainties, Cressey believes that market fundamentals remain solid and that innovative, patient-centered companies will continue to offer attractive investment opportunities.