Added to YB: 2025-12-26
Pitch date: 2025-12-22
GTM [neutral]
ZoomInfo Technologies Inc.
-0.78%
current return
Author Info
Inside the Mind of Mojo has managed capital for decades. He writes about investing, governance, activism, m&a, corporate actions, playbooks, reflection, edge, and more. Sign up for the newsletter.
Company Info
ZoomInfo Technologies Inc., together with its subsidiaries, provides go-to-market intelligence and engagement platform for sales, marketing, operations, and recruiting professionals in the United States and internationally.
Market Cap
$3.2B
Pitch Price
$10.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.17
P/E
33.13
EV/Sales
3.73
Sector
Interactive Media and Services
Category
turnaround
Dark Arts: Of Prenups & Pay Packages - ZoomInfo Technologies Inc.
GTM (compensation overview): Board granted CEO extreme compensation plan requiring $2.50-$5.00 FCF/share & stock price of $40-$100 for vesting. Structure suggests LBO-style financial engineering playbook vs organic growth. Risk: AI disruption commoditizing B2B data while mgmt focuses on buybacks over R&D.
Read full article (17 min)