DiscoverShoot the Moon with Revenue RocketVertical Victory: Why M&A Winners Are Betting on Industry Focus
Vertical Victory: Why M&A Winners Are Betting on Industry Focus

Vertical Victory: Why M&A Winners Are Betting on Industry Focus

Update: 2025-09-10
Share

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

 

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 >>

 

 


Listen to Shoot the Moon on Apple Podcasts or Spotify.

Buy, sell, or grow your tech-enabled services firm with Revenue Rocket. 

Comments 
In Channel
loading
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Vertical Victory: Why M&A Winners Are Betting on Industry Focus

Vertical Victory: Why M&A Winners Are Betting on Industry Focus

Mike Harvath, Matt Lockhart, Ryan Barnett