Rapid rollups raise doubts
on motivations of acquirers
The "It's like déjà vu all over again" quote may aptly describe the rapid rollups happening in the hygiene, foodservice & packaging supply market right now. Public company/VC backed players Imperial, Envoy and BradyIFS are acquiring regional dealers monthly. The big question: will the consolidation process mirror the OP bigbox market 30yrs ago and end in tears of disintegration?
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