{"podcast":{"title":"The Buyout Show with Fexingo: Private Equity, Roll-Ups, and Business Acquisitions","slug":"the-buyout-show-with-fexingo-private-equity-roll-ups-and-business-acquisitions-7871630","podcast_index_feed_id":7871630,"rss_url":"https://feeds.fexingo.com/business/the-buyout-show.xml","website_url":"https://www.fexingo.com/","image_url":"https://audio.fexingo.com/business/the-buyout-show/cover.png","author":"Fexingo","episode_count":122,"summary":"Lucas and Luna examine private equity through the lens of actual deals — roll-ups in HVAC, veterinary clinics, and funeral services; buy-and-build strategies; and the mechanics of leveraged buyouts. Each episode dissects a specific transaction, from sourcing to exit, using real numbers, term sheets, and public filings. The show serves founders weighing an offer, analysts building models, and investors tracking the industry. Expect critical discussions on valuation multiples, earnouts, debt covenants, and the cultural friction between PE operators and portfolio-company management. Lucas, a journalist with a decade covering dealmaking, guides the numbers; Luna, an engaged interlocutor, presses on execution risk and founder psychology. Together they ask: What separates a value-destroying roll-up from a platform that compounds for a decade? No hype, no jargon — just the tradecraft of buying and scaling businesses. #PrivateEquity #LBO #RollUp #BuyAndBuild #PE #DueDiligence #Valuation #MergersAndAcquisitions #FamilyBusinessExit #SearchFund #EBITDA #DealSourcing #SMB #BusinessAcquisition #FexingoBusiness #BusinessPodcast #Finance #Podcast Keep every episode free: buymeacoffee.com/fexingo","last_synced_at":"2026-07-19T04:18:12.773861+00:00","page_url":"https://stenobird.com/podcast/the-buyout-show-with-fexingo-private-equity-roll-ups-and-business-acquisitions-7871630"},"episode":{"title":"How Private Equity Is Buying Up Residential Solar Installers","slug":"how-private-equity-is-buying-up-residential-solar-installers","published_at":"2026-06-07T04:33:13+00:00","page_url":"https://stenobird.com/podcast/the-buyout-show-with-fexingo-private-equity-roll-ups-and-business-acquisitions-7871630/how-private-equity-is-buying-up-residential-solar-installers","show_page_url":"https://stenobird.com/podcast/the-buyout-show-with-fexingo-private-equity-roll-ups-and-business-acquisitions-7871630","url":"https://audio.fexingo.com/business/the-buyout-show/episode-0036.mp3","audio_url":"https://audio.fexingo.com/business/the-buyout-show/episode-0036.mp3","summary":"Episode 36 of The Buyout Show: Lucas and Luna dive into the rapid consolidation of residential solar installation companies by private equity firms. They focus on the specific case of SunPower's fall from grace and the roll-up play by Sunlight Financial and Palmetto Solar. The hosts explain the economics of the 'solar-as-a-service' model, why PE firms are attracted to the recurring revenue from long-term lease contracts, and the risks of policy changes and customer churn. They also discuss the controversial practice of dealer-originated leases and how it mirrors the mortgage-backed security model. By the end, you'll understand why your neighbor's solar panels might soon be owned by a private equity firm—and what that means for your electricity bill. A fresh angle on PE roll-ups: clean energy infrastructure as an asset class. #PrivateEquity #SolarEnergy #RollUp #Business #Finance #CleanEnergy #SunPower #PalmettoSolar #SunlightFinancial #SolarLeases #RecurringRevenue #InfrastructureInvestment #PolicyRisk #MergersAndAcquisitions #FexingoBusiness #BusinessPodcast #SolarInstallers #EnergyTransition Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Episode 36 of The Buyout Show: Lucas and Luna dive into the rapid consolidation of residential solar installation companies by private equity firms. They…","key_points":[],"chapters":[],"topics":[],"duration_seconds":484,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-buyout-show-with-fexingo-private-equity-roll-ups-and-business-acquisitions-7871630/episodes/how-private-equity-is-buying-up-residential-solar-installers/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-buyout-show-with-fexingo-private-equity-roll-ups-and-business-acquisitions-7871630/how-private-equity-is-buying-up-residential-solar-installers.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}