Summary

In this episode of 'Leading the Charge,' host Kevin and guest Tim Doling discuss the significant acquisition of H&E Rentals by United Rentals. The conversation delves into the scale and impact of this $4.8 billion merger, which expands United Rentals' fleet and U.S. presence. Industry expert Jeff Eisenberg from Claremont Consulting joins to provide insights on the implications of the acquisition, including increased market share and operational efficiencies. The trio also explores the financial and operational benefits of integrating battery energy storage systems into power solutions, emphasizing the importance of efficiency and cost savings in the current economic landscape.

Takeaways

• The rental industry remains fragmented, with opportunity for both large corporations and independent rental stores, despite recent consolidation


• United Rentals has a strong track record of integrating acquired companies


• Merger reflects United Rentals’ strategic growth plan and dedication to delivering superior service to customers


• United Rentals is transparent about the financial details of its acquisitions, providing information on the multiples paid and expected synergies, which helps justify the deals to investors.

Get all the details and more at ⁠https://www.LeadingTheCharge.io

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GUESTS

Jeff Eisenberg

Consultant / Principal, Claremont Consulting

https://www.linkedin.com/in/jeff-eisenberg-mba/

URLs

United Rentals

https://www.unitedrentals.com

https://investors.unitedrentals.com/press-releases/press-releases-details/2025/United-Rentals-to-Acquire-HE-Equipment-Services-Inc/default.aspx

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Company: https://www.POWR2.com

LinkedIn: ⁠https://www.linkedin.com/company/powr2

Tim Doling: ⁠⁠https://www.linkedin.com/in/tdoling

Kevin Sturmer: ⁠https://www.linkedin.com/in/kevin-sturmer

DISCLAIMER

Any statements or views expressed by hosts or guests on Leading the Charge are entirely their own and do not necessarily reflect the opinions or positions of POWR2, their partners, or affiliates.

CHAPTERS

00:00 Introduction to Leading the Charge

01:00 Significant Merger in the Rental Industry

07:02 United Rentals' Strategy and Market Position

11:46 Integration and Operational Efficiency

17:57 Financial Implications of Battery Energy Storage