Next area PE will flood into?
Wondering what industries people think PE will be most aggressively targeting over the next 5-10 years for buy-and-build strategies. Already starting to hear how saturated some of the home services theses are becoming.
Looking at a few that have been hot recently:
Home Services Roll-Ups
- Pest Control
- Landscaping
- HVAC
- Roofing
- Plumbing
- Electrical
- Pool Services
- Garage Door Services
- Restoration / Water Mitigation
- Asphalt & Paving
- Fire & Security / Alarm Installation
Commercial & Industrial Services
- Industrial Maintenance & Repair
- Commercial HVAC / Mechanical Services
- Facility Services
- Testing, Inspection & Certification (TIC)
- Fire Protection Services
- Elevator Maintenance
Curious what people think the next wave will be once some of the current home services themes get more crowded and less targets are available to buy.
Ur mom
Bro is still doing ur mom jokes in the big 2026 😂😂
looksmaxing
I'd present the challenge to tell me any area worth pursuing that it's not already in...
Love how OP says “hot recently” like each of the segments named haven’t been combed over by sponsors for 5+ years at this point.
Yeah, I would say past 5 years is still pretty recent when we think about PE. No need to split hairs asshole
Ok bud. I think you’ll find some hidden gems in commercial landscaping…
More like 15+ years. These businesses were already on their second or third PE turn in my analyst days!
live events seems to be hot and somewaht underdiscussed rn (see the big apollo deal last week) + we've seen a number of industry conference + data providers in the last 2 years
Lots of alpha to be captured in:
Gooning
Mogging
Retardmaxxing
Edging
Chadmaxxing
Motionmaxxing
Mewing
MikeMentzermaxxing
NancyPelosimaxxing
White collar services. Tougher than blue collar services from a stakeholder management perspective.
Interesting. Aren't PE firms looking to buy law firms now?
Already happening - law firms (trying), accounting, wealth mgmt, insurance brokerages, property mgmt, etc the list goes on and on
College sports
Infrastructure and other hard assets 100%. Investors love stable returns and I think with AI disruption it will be harder to underwrite tech and tech-enabled services businesses. Additionally, the growing global need for infrastructure will continue to drive returns and increase liquidity in the space.
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