DocGo Take-Private
DocGo Take-Private
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DCGO-Take-Private-vF.pdfModeled a 5-year LBO with a tuck-in build to support a back-office aggregation investment thesis through roll-ups
Built an investment deck highlighting cost synergies from shifting subcontractors to DCGO employees to reduce the SW&B expense while defending short-term margin contraction from key contract losses
Supported thesis on industry fragmentation and unprofitability of comps due to high SW&B expenses; Modeled aggregation of SW&B expenses enabled by automated dispatching software and effective management practices
Publics Write-Ups
Incremental EBITDA from 5G Spectrum Inflection supported by superior management striving for NPV positive international M&A (June 2025)
Diesel subvertical long opportunity on unmodelled prebuy that drives volume LT (April 2025)
Short on mispriced SW&B expense and optimistic management margin assumptions (March 2025)
Update: Dropped 40% on earnings with the thesis playing out - end of year EBITDA being ($20-30mm) or (8%) revenue instead of previous expectations of 5%
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