Published 10/14/2025
video: https://youtu.be/SmwnpWgTGJU
In short, this is one of the highest rewarding, safest investments you could have. Brad Jacobs has a long history of successful M&A companies and this is just his next venture. This will likely be his best considering the current tailwinds and high industry fragmentation.
He has been created companies in industries that need consolidation for almost 40 years. Has created 5 public companies with impressive track records.
United Rentals (NYSE:URI)
XPO (NYSE:XPO)
(There are also XPO spinoffs such as GXO and RXO which work with different logistical services)
United Waste Systems (NYSE: WM)
Waste Management bought his company in 1997
In all of the examples above he has found highly fragmented industries and applied his playbook. Here are just a few points from that…