P.V. Kannan
๐ค SpeakerAppearances Over Time
Podcast Appearances
We've built the company for the long run.
So it's not about, you know, get it to some stage and get out.
I mean, you know, as a profitable company, you know, when I meet any private equity investor, they're very interested, like you said, right?
Because it's kind of a sweet spot, size, scale, profitability.
So, you know, a lot of the problem solving has already been done, right?
The question is, how much value can you extract all on your own versus teaming up with private equity, right?
So we believe, you know,
we can extract a lot of value and then continue to serve our customers better by just being standalone.
You know, we'll do it if there is a good reason, right?
A good reason could be, you know, let's say we want to acquire someone in the space that's interesting and it's going to cost a lot of money.
Let's say it's going to cost 300, 400 million, right?
So then it's a great thing to partner up with someone like Vista or, you know, the other private equity players, allow them to be part of the investment family and then grow the company together.
You never know.
Bottom line, steady state, we'll get to 20%.
We're not there yet.
We're at about 10%.
We're looking for a great year of growth this year.
When we talk, you know, sometime this month, next year, you'll know the full story.
My favorite business book is actually, what's the Tom Peters book that came out in the 90s?
I like that book.