Professor Glenn A. Okun
The Rabid Capitalist: The Big Point is a brief summary of a detailed note available to paid subscribers.
The consolidation strategy, or the roll-up, has been frequently funded by private equity. These transactions have been tempting because they allow funds to put substantial amounts of money to work. Unfortunately, the private equity landscape is littered with equity-value destroying roll-ups, such as Mister Car Wash.
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The Rabid Capitalist 
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