Why is M&A Accelerating in B2B Distribution?
Home Depot wins $4.3B bid for GMS, and the Next Wave of Tech-Enabled Rollups
Happy Friday everyone,
We’re excited to share that Brad Jacobs will keynote at this year’s NAW Innovators Summit, co-hosted by Applico Capital!
Brad Jacobs to Keynote the 2025 Innovators Summit
With over 500 acquisitions to his name, Jacobs is arguably the most accomplished modern M&A consolidator. Now he’s bringing his playbook to distribution, with AI as a foundational pillar of his strategy.
You won’t want to miss Jacobs’ insights at The Innovators Summit this fall. And since it’s a closed, off-the-record session, you won't find this anywhere else!
B2B Distribution Organic Growth - or lack thereof.
B2B distribution is a historically slow, organic growth industry with inorganic growth via M&A accounting for a much greater share of growth.
As you can see in the below graph, compared to the logistics and manufacturing
[For premium subscribers]