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EQT, Arvindh Kumar - Transformation and Carve Outs at Innovyze (S1, EP.5)
Private Equity Deals with Capital Allocators
Water Utilities - What's the Competitive Landscape?
Water utilities are historically, notoriously conservative and relatively slow moving. The need for sophisticated technological solutions to do modeling before you spend lots of money is only growing in importance each year. We felt we're not cyclical, but rather secular. XP and Bentley were the leaders in their respective markets geographically and with the different product lines that I mentioned across water.
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