Good morning dealmakers, it’s Obey Martin Manayiti here with a jam-packed US edition of the Wire from the New York newsroom. We’ll kick off the Wire with an exclusive that a new healthcare focused shop, Haelan Capital Partners, has launched today. The firm has also made its debut investment in telemedicine company Nu View Health.

Stay tuned for more details from Gregg Osenkowski, the firm’s co-founder and managing partner. Next, pent-up demand for rail services is pushing the sector to break records, according to the Association of American Railroads (AAR), which represents the US freight rail industry. Private equity firms have taken note and are allocating money to the sector.

I compiled six recent deals in one story and we’ll look at some of those this morning. We will finish with a couple of today’s latest deal news. First, KKR has launched Akrapoint Commercial Capital, a Denver-based mid-ticket equipment finance company.

KKR will commit $350 million to support the launch. Lastly, Odyssey Investment Partners has made a majority investment in Falcon Gases, a packaged gas growth platform. Alongside the investment, Falcon has acquired Encore Gas & Supply.

Haelan Capital Partners, a Boston healthcare-focused PE firm, launched today, PE Hub’s John R Fischer was the first to report. The firm also announced its debut investment in telemedicine company Nu View Health. To learn more, PE Hub spoke with co-founder and managing partner Gregg Osenkowski.

Osenkowski spent nearly 20 years at Sverica Capital Management, making partner in 2020. There, he was involved in several healthcare platform investments, including Stance Health Solutions in 2022. That deal is where he worked alongside chief financial officer Scott Castle, a seasoned operating partner for multiple PE-backed healthcare platforms.

Together, they realized their common desire to build a PE firm with an integrated investment and operating team model. Haelan Capital will target founder-led, tech-enabled healthcare service providers in the lower mid-market with EBITDA values of $2 million-$20 million. It will invest across North America in consumer, home- and community-based care and care delivery.

On Nu View, Osenkowski said new technologies are increasingly placing data directly into patients’ hands, hence traditional healthcare services are transitioning into tech-enabled service models that providers are adopting across different sub-specialties.