Acquiring excellent SMB industrial distributors || Former LMM PE turned ETA Searcher || Three businesses acquired thus far

Joined November 2021
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Replying to @sohaventures
We are experiencing the same thing
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Replying to @BigJohn043
The fraud and abuse from this designation would astonish people...
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Replying to @PEoperator
Is this common ? I feel like most folks would rather shoot for the CEO or biz dev roles
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Replying to @JasonPremoMFG
What are your qty mins for this type of product ?
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Replying to @danielmitchell
I get about 10 of these per day now.. It's ridiculous
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Replying to @sohaventures
I wish I knew the answer here... In my experience, using that growth to do M&A can sometimes work. But there are no easy solutions
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Replying to @WaterportCap
I'm buying here too. Probably will keep falling for a bit, but seems like a good investment to punch out for a few years.
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Replying to @descomps
Congrats man, now the real fun starts !
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Replying to @sohaventures
I looked at this market pretty aggressively several years ago. Lots of good names at great prices, need to pick the right niche though.
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Replying to @OneManLBO
Congrats man, keep it up !
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Replying to @310Value
Nice call out, I was unfamiliar with this biz...
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Replying to @PEoperator
LGA is busy today at least
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Replying to @valuedassociate
Ugh, I had this same experience and it was exhausting
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Replying to @KairosPraxis
I prefer companies who do a mix of buybacks and dividends. Even if the div yield is small, doing some buybacks should grow the yield over time by reducing share count, not creating cash constraints on the biz. Agreed that companies are bad at timing tho, which can be a problem...
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Replying to @OneManLBO
Who is that ….
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Replying to @HomesteadBrand
Brass is tricky. Not enough folks using it anymore
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Replying to @sohaventures
What type of components ?
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