Tag: debt

The PE Model Is Unsustainable

The PE Model Is Unsustainable

PE firms can’t cut their way to prosperity in perpetuity.  Strategic Acquirers We applaud when strategic acquirers defeat PE buyers for coveted assets (for a list of strategic acquirers that do M&A well click here). Our rationale is that strategic acquirers are typically motivated to optimize acquired assets so as to maximize ROIC over the … Continue reading The PE Model Is Unsustainable

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