Pete Tedesco

Pete Tedesco; Managing Director, Avesi Partners

All Sessions by Pete Tedesco

July 16, 2026

The SUD M&A Reset: Smaller Deals, Smarter Buyers, Slower Rollups
1:00 PM - 1:40 PM

After years of aggressive consolidation, the SUD market is entering a new M&A era defined by caution and strategic precision. This discussion explores how shifting valuations, payer pressures and operational risks are reshaping deal flow, highlighting why investors are favoring quality over quantity and how providers can stay competitive in a slower, smarter rollup environment.