Matthew Brockman
speaker
798 appearances
7 recordings
1 series
first heard Apr 2022
last heard Sep 2025
Matthew Brockman’s voice in public audio — every appearance, attributed to the second.
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So if I think about adoption
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It's the long term trends are still there.
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More more automation of workflow, more automation of of jobs, more automation of of processes that could be done by by by employ you know by white collar workers.
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Whether that gets sold at the same velocity in twenty twenty three as it would have been sold in twenty twenty is where you're trying to make a calibration at an investment committee.
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I have a long list of or or long queue of investment bankers coming to my office telling me about how the public market's oversold and next year twenty twenty three is gonna be the year of the P to P and you know we should be we should be dusting off our files as they as they literally say.
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Do you buy that?
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Do you think we're gonna have a whole bunch of things going po uh going private next year that that that will continue to be a very significant trend?
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I
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will continue to be a trend.
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I mean
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the back of their mind.
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I mean that's certainly our experience, which is the correction from last year was so pronounced.
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Where I guess last year was such a leap from two thousand nineteen twenty, you know, it's probably worth doubling of revenue multiple for unprofitable companies.
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That then dropped obviously very significantly in the early part of this year.
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If you then really think about what it takes to get a P2B done, premium significant um and probably above history.
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And again, you're so the sort of the traded share price is not necessarily the greatest indicator of what it would really take to get a to get a deal to happen.
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And mixed with the usual sort of private equity incentives and governance model as opposed to a public model.
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exactly.
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Yes.
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That's a tough way to run a company.
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Showing 661–680 of 798 · page 34 of 40
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