3min chapter

Think Like an Owner cover image

Jay Davis and Jason Pananos - Serial Acquisition Strategies and Holding Companies - Ep.130

Think Like an Owner

CHAPTER

Private Equity

Is the presence or absence of other private equity activity in that industry a good or bad thing? Like, how do you think through the amount of competition in a certain industry. Ye, i think, all else equal, it would be ice to not have other buyers. There are plenty o industries where there are provite equity buyers and strategic buyers but they're so big and so fragmentedthat there's still tons of runway.

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