The Morning After—and the Markets That Never Sleep

I woke up this morning in Melbourne, where I’ve been spending Pesach (Passover) with family and friends. And I’ll be honest—I felt jittery.

At this stage of life, how early I wake up is dictated by how much Passover wine was on the table the night before. Lately, 3am and 5am have become recurring checkpoints.

The weeks leading up to this trip have been filled with travel, incredible food (in very generous portions), and the unrelenting efforts of my sisters to return me to the more “classic Boruch” form of years past—rounder and well-fed.

But that wasn’t the real reason for my unease.

It’s the shift.

The markets I serve—physical products, healthcare, supply chains, medical manufacturing—are in a state of constant motion. Disruption doesn’t knock anymore. It just moves in.

Tariffs are up. Margins are under pressure. Demand is evolving faster than supply chains can blink.

And suddenly, everyone I speak to is an expert in rare earths, global refining capacity, and what the US can or can’t mine.

It’s giving early-COVID energy. Remember when we all became instant experts in alcohol content, sanitizers, and the N95 vs. KN95 debate?

This was my actual inbox this morning:

1. Incontinence brand: Dual sourcing strategy rattled by tariff hikes. Wants pricing strategy and clinical representation.

2. Indian manufacturer: Specializes in medical plastics and compostables. Seeking business development and U.S. distribution.

3. Sharps safety group: Expanding into Malaysia and Kenya. Needs international market strategy.

4. Aussie Key Opinion Leader: Exploring NDIS bid process. Wants guidance on entry strategy.

5. Medical importer: Looking to renegotiate terms with their factory overseas.

6. Clinical nurse: Thinking about leaving her role to launch something new. Needs structure and support.

7. Private Equity firm: Exploring a sector-wide M&A opportunity. Wants deal structuring, diligence, and commercialization advisory.

Everyone is affected—but no one the same way.

So we do what we do: Level-set. Realign. Refocus.

For each, we worked through their Buy and Sell sides:

• Exit timelines

• Price articulation strategies

• Strategic intros (like nurse staffing platforms)

• International delegation prep for U.S. manufacturing expansion

• And more

The world is shifting. So is your business.

The only thing that shouldn’t?

Your attitude and your approach.

Change = Opportunity.

• Market Aspirants? This is your moment for upside share shift.

• Market Leaders? Time to re-anchor, retain, and refine.

We’re here.

Steady.

Clear.

Available 24/6.

Yours in Partnership

Boruch Meir “Meyer” Greenbaum