A little about me.
I am a 32-year veteran of the M&A space. My only job. I graduated from @butleru and wanted to be an investment banker. I went to the regional firms, and they all told me to return later with much more experience. I never got there.
Great article.
I totally agree with Jevons Paradox in this application. I also believe there will be in nearly every deal:
1. AI adoption premium - if already deployed
2. Obsolescence penalty
3. Replication discount
I suspect values will drop for many, but marketability may increase for some.
Geo Wellmer (@tupelosmb) and I are speaking at @butleru ETA conference next week.
All you buyers
Does a M&A Advisor/Broker/Intermediary help or hurt your buying process? Any comments would be helpful.
@HockJohannes I don't think the tsunami will come as predicted. The supply side will be impaired with sellers holding and siphoning CF w/o reinvestment. I wrote about it on LI a couple of months ago. https://t.co/YLwLz7scw2
...so my "R" stopped working on my keyboard. The "R" is instrumental in many of my missives. @WisprFlow to the rescue 🛟. I dictate a lot already with it, but I was converted into a power user this week.