Owner Sentiment on Rollover Equity Improving in Second Consolidation Wave

While some owners remain wary of rollover equity due to losses in the first consolidation wave, data indicates that owners are receiving opportunities to successfully sell their equity during this second wave. Owners are advised to carefully assess rollover equity opportunities rather than discounting them based on past failures.

“While it’s certainly important to negotiate for cash, it’s also important to assess the opportunity to accept rollover equity. That’s a complex topic that has a lot to do with specific circumstances but one thing the data does tell us is that owners are receiving opportunities to successfully sell their equity during this second consolidation wave.”

Signals are extracted from public coverage and print archives and pinned to a verbatim quote, presented as reported by their sources; naming a company in a signal is not an accusation against it. The verified mark denotes a high-confidence, corroborated signal. See our methodology and legal notes.