Quick Value #227 - Merger of equals
Recently closed merger with upside from integration & deleveraging
Today’s idea:
Recent “merger of equals”
Shares trade at ~8.3x EBITDA
High quality business with >30% EBITDA margins
Significant EBITDA/FCF growth expected from combination
This is a “top of the pile” idea for me with still ongoing research. Might do a follow up post on it in the near future.
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