Professional
Added to YB: 2024-04-18
Pitch date: 2024-03-31
DSGR [bullish]
Distribution Solutions Group, Inc.
-18.15%
current return
Author Info
No bio for this author
Company Info
Distribution Solutions Group, Inc., a specialty distribution company, provides value-added distribution solutions to the maintenance, repair and operations (MRO), original equipment manufacturer, and industrial technology markets.
Market Cap
$1.2B
Pitch Price
$35.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.47
P/E
-160.50
EV/Sales
1.09
Sector
Trading Companies and Distributors
Category
growth
Alphyn Capital Management New Portfolio Holding: Distribution Solutions Group, Inc.
DSGR: PE-owned niche distributor w/ high-touch VMI model, route-based biz. 3-way merger in Apr '22: Lawson (MRO), Gexpro (OEM VMI), TestEquity (electronics VMI). Aims to 3x FCF by '28 via organic growth (salesforce maturation, cross-selling), margin expansion & M&A. LKCM (PE firm) has 20yr record in space, 100+ deals. DSGR is their largest holding, aligning interests. 14 acquisitions since '17.
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