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Overview
During a roundtable discussion hosted by Brown Gibbons Lang & Company in their June BGL Industrial’s Insider: Building Products edition, industry experts gathered to discuss various aspects of the industrial’s sector. The topics included the demand outlook and operation challenges to M&A and valuations within the space. Matt Fish, Stax Managing Director, shared that the general sentiment on industrials is bullish, despite rising material and supply chain costs, noting that these factors are showing signs of stabilizing in the near-term. View the report here.
Participants
- Chris Ayala—Managing Director, Drum Capital Management
- Matt Fish—Managing Director, Stax
- Matt Kaufman—Managing Director, Validor Capital
- Scott Lavie—Managing Director, Renovo Capital
The panel also answered many of investors hot-button issues, including:
- Outlook for near and long-term activity across the residential new construction market
- Assessment of the sustainability of the repair and renovation market following Covid restrictions being lifted
- Consolidation shaping the Building Products industry - specific verticals viewed as more attractive for consolidation
- ESG themes impacting organizations
The panel also discussed key operational areas of focus in 2023, including labor availability and employee costs, rising construction costs, supply chain(s), and more.
Stax
When it comes to addressing important investor questions, Stax provides answers with actionable insights, enabling businesses and investors to gain the most return on their capital. To learn more about Stax and the value we provide, visit www.stax.com or contact us here.
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