Judith Mackenzie, Partner & Head of Public Equity at Downing LLP visits AdEPT (ADT) at their head offices in Tunbridge Wells and interviews CEO Ian Fishwick.
https://www.piworld.co.uk/2018/08/20/judith-mackenzie-meets-adepts-ceo-ian-fishwick-july-2018/
Judith Intro – 00:27
Interview with Ian Fishwick, CEO AdEPT – 01:21
How did AdEPT begin? – 01:32
Acquisition criteria – 02:54
Chronology of acquisitions – 04:34
Acquisition conversion rate – 08:08
Number of deals in the coming year? – 09:44
Bigger deals? – 10:05
Availability of acquisitions? – 11:00
Any tricky acquisitions? – 11:40
Managing earnouts – 12:55
Tour of the office – 14:11
Driving organic growth – 16:02
Customer base – 17:07
Key KPI’s – 20:26
Capex – 22:00
The end game – 22:43
Director sales – 24:25
Liquidity & institutional interest – 25:43
Discount to peers – 26:17
thank you, this was really insightful. it is not easy for regular folk to get this type of information. I now know more about this company as a result and will look into it further.
