PE roll-up boom in the trades expected to cycle through consolidation and disconsolidation

Jawad notes this is not the first PE boom in the industry, that prior roll-ups led to firms unable to service debt and spinning off assets, and predicts another cycle of consolidation followed by disconsolidation.

“this is not the first time we've had a private equity boom in this industry. And what happened last time was that private equity did these roll -ups”

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