AOG-247’s Post

Another day, another acquisition.  It seems every time I turn around another company is gobbled up by either PoolCorp, Fluidra, or Heritage. I can’t help but to wonder….is this really good for the industry?   Have things hit an event horizon where the smaller companies can no longer compete and now have no choice but to ultimately sell to one of the big 3? Granted.  I obviously don’t know the books of these companies.  Maybe the gobbled up businesses were on the verge of failure.  Maybe it was a response to the shareholders getting an unbelievably good return on their investments.  Or owners wanting out of the biz.  There are several very valid reasons for the acquisitions. Still.  Choice is good.  Options are good. I’m just not sold that this is good.  Thankfully many manufacturers are still independent, but for how long, at this rate, before they’re gobbled up too?

Redeye initiates coverage of Navigo Invest AB (publ), a holding company of strategic acquirer platforms. We judge the company’s recent divestments and acquisitions to have obscured underlying value, as reported financials do not yet fully reflect underlying earnings power. We believe all subsidiaries being fully consolidated and seeing growth from a recovering economy could drive share price appreciation in 2024e–2025e. Read the full report: https://lnkd.in/daYTU9Bb

Compliance significantly impacts project success by ensuring adherence to legal and regulatory requirements, maintaining organizational standards, and mitigating risks. This helps avoid legal penalties and enhances project integrity and success. Environmental Design Group’s expert team specializes in navigating these complexities to maintain project momentum and successful outcomes #communityimpactpeople #compliance #rightofway

A new year means new possibilities! 2024 is set to be a momentous year here at Wasatch Acquisitions & Capital. What are your plans and goals for this year? #newyear #development #residentialdevelopment

Great insights from Monitor. Challenging cost environments across industries are leading financial decision makers to adopt operating leases for their 2024 equipment acquisitions. Are you offering your customers a leasing option? Reach out to me to learn more. #EquipmentFinance.

After a challenging year of lower acquisitions and EFR, REITs could recover

We are so fortunate to have Tom Nightingale joining us at TIA (Transportation Intermediaries Association). We have consistently found Tom to be a source of practical strategic thinking. Jordan Nix sat down with Tom prior to the conference and we will be sharing video's from their conversation as we lead up to TIA. 3 things that stand out from this video: 1. Good strategy starts with having a clear picture of the competitive future state of the company. 2. Acquisitions are a key tool in the strategic tool box (but not the whole tool box). Buy, build or partner. 3. Survey the market and be sober minded. https://lnkd.in/gQq7Mx-a

With ongoing investments in people, processes, technology, acquisitions, and innovative programs, KLDiscovery achieved the highest revenue and EBITDA in company history in 2023. Go behind the scenes to see what enabled this record-breaking level of success. https://lnkd.in/e-94BYE5 #Success #Growth #Investment

It’s a question that is often asked as it can do 2 things. The first give you certainty for budgeting and secondly, allow you to release more money for further acquisitions. (Watch/read/listen) https://lnkd.in/g8XsrnH5 #BuyToLetFinance #MaximisingYield #FifeInvestors #InvestmentStrategies #FifeLandlords

It’s a question that is often asked as it can do 2 things. The first give you certainty for budgeting and secondly, allow you to release more money for further acquisitions. (Watch/read/listen) https://lnkd.in/dC_kJ3Sp #BuyToLetFinance #MaximisingYield #FifeInvestors #InvestmentStrategies #FifeLandlords