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Richard Evans's avatar

There are two streams of revenue here - background checks on new employees and ongoing monitoring of existing - clearly in a recession both come down but the latter much less. Each of the names also has somewhat different industry exposure as well. Would not surprise me to see PE arrange a sale to another of their funds or another PE shop as their exit

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humongousboy's avatar

Don't buybacks actually make it easier for PE firms to exit because they can just sell into the buyback flow?

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