First thoughts?

KPG style business at a third of the price and less of the buffettisms.

What do they do?

Accounting, wealth and financial services roll-up.

Why are they worth a deeper look?

Have recently completed the acquisition of Diverger group which will increase revenues from ~$95m (Estimated) to ~$135m (Estimated). The market wasn’t a fan originally which has pushed down the price, however Count has recently announced increased expected savings from the merger for FY25.