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Blue Triton Brands – Scott Spielvogel (One Rock Capital), (S2.EP.02)

Private Equity Deals with Capital Allocators

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How Has COVID Affect Your Financial Performance?

We have raised price over the last couple of years, but it has mostly just offset the inflationary pressures that we've been seeing at the company. Financial performance has done really well in the first nine months as a result of being able to unlock value with the sale lease back. And part of that is due to the fact that it's a super stable industry. It grows at call it four to six percent per year. Things seem to be rebounding quite well.

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