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The End Of The Day With Ray! Private Equity & The Roll-Ups Is There A Multiple Contraction?
Is The Industry's Private Equity Facing A Permeant Multiple Contraction? I believe yes! I also see another investor in UBEO a firm called CLIFFWATER. Is the debt load too high for the private equity in the roll-ups to exit based on low multiples? I believe yes for most of them.
The End Of The Day With Ray! Thoughts Before You Go Bite The Head Off A Chocolate Bunny!
Oh, HP Inc. No Chocolate Bunny For You!
The End Of The Day With Ray! It's Time To Wake-Up To The Shift In Technology Investments
Today I discuss how the technology landscape is playing into the mindsets of the investors. Today resellers of technology must adapt to the realities that selling intellect is the new SMB deliverable. Outdated service and sales infrastructures must be relaced regardless of the pain in blowing them up.
The End Of The Day With Ray! Sharing Thoughts On A Recent OEM Panel Discussion At BTA Orlando
The OEM panel discussion - Ricoh, Sharp, HP, Toshiba, Xerox and Konica Minolta BTA Orlando 2026!