Step back into The Boardroom for the second round of the San Juan sessions. The cameras rolled as Paul brought clients through Puerto Rico for some R&R. Subscribe to The Boardroom Buzz on YouTube to access these upcoming client sit-downs.

The current market volatility on top of the Rentokil / Terminix deal brings a lot of unknowns to the M&A market. Paul also makes the rounds with updates on Anticimex (including Jarl Dahlfors and David Billingsly), Rentokil, Terminix, and private equity.

Black Bear’s service area was home to Chip & Joanna’s Magnolia Mecca as well as a beaver-monikered 200+ gas pump megaplex. While those destinations get all the limelight, it’s hard to quantify the market dynamics surrounding Black Bear just six months ago.

The pest industry has benefitted from multiple expansion in recent years. What’s next? Stay tuned for Potomac’s May event, Bubble Trouble. TL;DR if you were thinking about selling soon, then it’s time to accelerate your plans.

To sign up for Bubble Trouble, our May 4th Virtual Event, send an email to… events@potomaccompany.com

Watch Supernova:    • Supernova: M&A in the Late Stages of …  

Watch Project Black Bear:    • Project Black Bear | The Boardroom Buzz  

0:00 Intro.

00:46 What’s on tap?

04:02 Rentokil update

05:18 Predictions and changes in industry dynamics

09:34 Current market activity

14:29 Private equity

17:24 Limited capacity

24:21 Multiple expansion

27:27 Defining scarce asset

36:39 Jared Borg’s integration of Microsoft BI

40:04 Bubble Trouble: Potomac live event

41:50 Closing remarks