Roll-up cycle shifting to platform-level acquisitions over next 12-24 months

Homepros' Brad Barron expects an increasing number of acquisitions at the PE/platform level (rather than continued contractor-level consolidation), as ~27 platform formations/deals from 2019-2021 reach the end of their typical 4-6 year hold and need to be sold to larger buyers.

“I would expect that over the next 12, 24, 18, 24 months, something like that, that there will be an increasing number of acquisitions at the actual private equity or the platform level versus just a continuation of consolidation at the contractor level”

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