Market commentary Apr 2022
Capstone Partners: PE consolidators are more surgical than 1990s rollups
Ted Polk of Capstone Partners contrasts the poorly-handled 1990s public rollups with today's private equity approach, which he characterizes as more surgical and better thought through.
““There was a rollup strategy in the 1990s that were employed by several companies that went public. They grabbed five companies to make a bigger company and take advantage of buying power and shared marketing,” Polk said.”
Entities
Capstone Partners · Advisor
HVAC Sentiment: Positive
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