LMM Roll Up Strategies that are Recession Proof
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 .
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 and the bubble has popped- per some what some m&a insurance insider article is stating?