Iron Mountain’s first-quarter results look exceptional on the surface, and in many respects they are. But a closer reading of the numbers reveals a growth story that is partly dependent on conditions that have already begun to shift, making this a quarter that...
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...
Over 600 million wearables shipped last year, representing the equivalent of smartphone-scale volume. And unlike phones, these devices are about to hit the disposition intake streams in waves. Available data suggests that the timeline is tight. Smartwatches and...
