When Edgemont’s bankers are at a conference, they are not sitting in sessions. They are on the floor, booth to booth, having the conversations that never make it into any agenda.

This is the first issue of In the Room, a new Edgemont intelligence series that captures what our bankers hear when they are where it matters.

Dan Nicholson, Managing Director of Medical Technology, was at OMTEC 2026 in Chicago last week. The orthopedic supply chain was in the room. He came back with four themes that tell a specific story about where the CDMO market is heading and what it means for sponsors and operators navigating the recovery.

Download the full recap below.