Leo Kang from Plum Capital on $ATTO
Yet Another Value Podcast
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Is There Strategic Value in Owning a TENTO?
I think there are a lot of companies that would love to own a TENTO. The really obvious candidates are companies like concentrics where they have publicly said, we'd love to grow a global footprint. A lot of other public companies would be around this asset. And we're not even discussing all these smaller BPO businesses that are in private equity portfolios. So what could easily happen is private equity firms, XYZ come in and bid for the company with the intention of merging it together with their internal BPO business.
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