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Investor Briefings

For funding rounds, due diligence insights, platform evaluations, buy/build strategy, PE insights

Investor Moats in ABA: Why Structural Defenses Miss the Point

Investor Moats in ABA: Why Structural Defenses Miss the Point

“Moat” is a familiar term in investor conversations about autism services. The word comes up routinely—and almost always means the same thing: clinic density in a region, reimbursement rates by state, payor mix, or the difficulty of opening new locations nearby. That framing makes sense in many healthcare verticals.

A Data-Driven Framework for Choosing Your Next ABA Clinic Location

A Data-Driven Framework for Choosing Your Next ABA Clinic Location

Using Clinivise’s public workforce and hiring data to evaluate where — and whether — to open a clinic in Indiana. I recently ran across a new set of public-facing datasets from Clinivise — certificant counts, county-level growth, job demand, wage distributions, and local provider saturation. It’s the first time I’ve

Investors Bet on DRBI: Positive Development’s $51.5M Raise and the Tech Behind It

Investors Bet on DRBI: Positive Development’s $51.5M Raise and the Tech Behind It

“The disruptive potential of DRBI isn’t just clinical — it’s in the tech stack required to deliver it at scale.” Context: Why Payors Care About DRBI For years, ABA has been the default therapy for autism. But as Medicaid directors and managed care executives keep reminding us, ABA is

CentralReach’s Double Play: SpectrumAi and AI.Measures Opening the Door to Outcomes-Based ABA at Scale?

CentralReach’s Double Play: SpectrumAi and AI.Measures Opening the Door to Outcomes-Based ABA at Scale?

CentralReach has announced the acquisitions of SpectrumAi and AI.Measures, signaling a strategic overhaul of its Care360 platform to lead the adoption of outcomes-based care (OBC) in autism and IDD services. With many in the ABA space talking about outcomes, CentralReach is now positioning to build the infrastructure. These acquisitions

Building the Future of ABA Tech WITH the People We Serve

Building the Future of ABA Tech WITH the People We Serve

How neurodiverse technologists could help solve ABA’s biggest data and infrastructure problems—if investors, providers, and platforms choose to lead At the University of Pittsburgh, a team of QA engineers from CAI Neurodiverse Solutions recently helped automate testing for the school’s CRM systems. Their results were remarkable: 83%

The Private Equity Dilemma in ABA

The Private Equity Dilemma in ABA

A few years ago, a wave of small and mid-sized private equity firms aggressively acquired ABA providers. Fueled by hopes of rapid scaling and a quick flip, these investors expected solid exits within 3–5 years. For many, that timeline has come and gone — and now, they face a dilemma.

ABA M&A won't pick up this year

ABA M&A won't pick up this year

Here’s my wager: We won’t see meaningful acceleration in ABA provider M&A activity this year. And I hope I’m wrong. Why? Because if I do lose this bet, it could be a sign that the ABA industry is maturing—operating models aligning, payor variability stabilizing,