The formation of Paladin EnviroTech reflects a deliberate attempt to construct an IT asset disposition organization around a platform model rather than a single operating entity. This is a model that some private equity firms have recently begun to deploy as an...
Strategic Positioning, Structural Risks, and the Coming Capital Inflection A Primary-Research-Based Strategic Assessment Notice and Disclaimer This report is based on primary research conducted through in-depth executive-level conversations with the chief executive...
The US independent ITAD sector is in the middle of a shift that most participants are experiencing in fragments rather than as a whole. The fragments include a string of capital transactions, new entrants, rising inbound M&A interest, private equity partners who...
On April 13, Raymond James downgraded Hewlett Packard Enterprise. The stock dropped 3%. Most coverage focused on AI revenue disappointments and slowing growth projections. We focused on something else entirely. In our view, when the largest enterprise hardware OEMs...
For nearly three decades, the global electronics recycling system operated on an implicit assumption that used electronics were commodities first and waste second. That operating environment has materially changed. As of the first quarter of 2026, a convergence of...
