Monkeys,
What are your experiences with the following roll up strategies, HVAC, Insurance, and Medical.
Platform size $50-150mm PF Revenue
What are typical add-on multiples, and general recap multiples? Trying to gauge multiple arbitrage.
What PE firms are known for each in the space? Generally speaking is it safe 2-4x returns?
What are key nuances of DD for each sector?
Which vertical provides better/more career opportunities on the fund side and on the portfolio company side?
Any firms to avoid or instances that the strategy didn't work?
Is the insurance roll up strategy played out and the bubble has popped- per some what some m&a insurance insider article is stating?
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What makes PF revenue have such a large range?
Crabs. Crabs are recession proof - people gotta eat. Live and die by the crab.
We’re crab people now, living off the fat of the sea
As a Philadelphian, I understand and appreciate this reference.
A lot of those are so saturated now, I’m not sure there is much opportunity there.
LMM roll ups in general feel like a bunch of turds bolted together that one PE firm passes to another.
Generally agree, I feel there is enough pressure upstream that MM PE firms are having to swim downstream.
'Medical' roll ups and roll ups in particular may face FTC backlash, a recent lawsuit was filed against Welsh Carson and USAP.
FTC Sues Private Equity Firm, Portfolio Company Over Anesthesiology Roll-Up Strategy | Insights | Holland & Knight (hklaw.com)
Anyone doing or knowledgeable of medical/healthcare lmm roll ups in the US?
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