hvacrollups.com
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Market commentary Jan 2024

Vertical-integration consolidation thesis: own the entire landscaping value chain

Botkin lays out a vertical-roll-up thesis to own every layer of the landscaping vertical (maintenance, landscaping, suppliers, nurseries, sod farms, irrigation, trees) - 'from the farm to the house.'

“we want to own a complete vertical”

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Mike Botkin · Platform
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