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EQT, Arvindh Kumar - Transformation and Carve Outs at Innovyze (S1, EP.5)
Private Equity Deals with Capital Allocators
What Happened to the Revenues and Margin Growth?
The market is a really attractive market that just keeps growing. It's a very sticky maintenance revenue base where customer pretensions like 97, 98%. So you basically keep growing regardless of all of that change. The business continued to grow kind of low teens, but the impressive thing was once we actually did all the integration work in those two years, when we exited the business, it was growing at about 20%. That lever of the stability of the revenue allowing you to make internal operational changes, management team changes, is that fairly pervasive across different deals? Yes and no. In very nichey vertical software with very, very complicated workflow, then they exhibit those characteristics. When it's much more horizontal
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