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4min chapter
Leo Kang from Plum Capital on $ATTO
Yet Another Value Podcast
The Power of Leverage on Telephonic
The majority of the telephonic MSA expiring at the end of this year, I do think it actually lines up nicely with a sale thesis. Extend that MSA now, run a sales process to meet all those IRR targets and then buy or close middle to late next year. They've got a full year to integrate and then figure out what they want to do with the telephony process.
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