PE roll-ups that bought several companies at once see lead volume tank

Operators observe that PE roll-ups which bought several home-service companies at once and combined them have seen lead volume decline sharply post-integration, with some pulling back on marketing or shifting focus between trades.

“For some reason, also their lead volume has been tanking. Yes. There are companies that are five times, they're like three times larger than me right now that have as many leads as I do with three times the amount of people. And people are saying they're pulling back on marketing, they're focusing on plumbing, they're focusing on different trade.”

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