Vertical Victory: Why M&A Winners Are Betting on Industry Focus
Update: 2025-09-10
Description
đź’ˇ Why This Topic?
- Nearly every buyer call this week hit on vertical strategy
- PE firms are framing investment theses around industry-specific plays
- Strategics are scaling via vertical bolt-ons
- Operators who niche down are getting stronger multiples and clearer GTM motion
Emerging Themes from Revenue Rocket this Week
- Buyers want relationships, workflows, and niche dominance — not just EBITDA
- Vertical specialization solves distribution problems
- SaaS-like economics in vertical plays are commanding premium multiples
- Cultural alignment is easier when firms live in the same industry world
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Related Episodes:
Episode 210: What Should My Company look like to Command a Premium Offer. Listen now >>
Episode 173: Why is selling a Business so Hard? Listen now >>
Episode 145: Why Sellers with Vertical Market Approaches Earn Premium Valuations. Listen now >>
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