4 ms·
This is 100% a PE play. PE is basically just "more than 50% ownership" from an investment perspective. CSI is a notoriously "roll-up" shop and there are tons mo
by mbesto 4y ago
This is 100% a PE play. PE is basically just "more than 50% ownership" from an investment perspective. CSI is a notoriously "roll-up" shop and there are tons more in the US that basically do the same.
- mooreds 4y agoIs Berkshire Hathaway PE? Seems like it would be by that definition, but I've never heard them called that. I always thought PE was leveraged buyouts/KKR/Masters of the Universe type of folks.
- mbesto 4y agoThere's some nuance there for sure. Berkshire is a heavily diversified conglomerate, which includes acquiring companies plus minority investments in publicly traded equities. CSI is simply an acquisition roll-up shop. > I always thought PE was leveraged buyouts/KKR/Masters of the Universe type of folks. I'd have to double check for sure, but I'm 90% sure that CSI levered their deals. So by that definition (MBO acquisitions + leverage) I'd put them in the PE category. Could argue maybe family office (which utilizes many PE techniques).