{"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 Self-Storage Facilities","slug":"how-private-equity-is-buying-up-self-storage-facilities","published_at":"2026-06-29T16:58:36+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-self-storage-facilities","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-0082.mp3","audio_url":"https://audio.fexingo.com/business/the-buyout-show/episode-0082.mp3","summary":"Private equity has spent roughly $8 billion acquiring self-storage facilities over the past 24 months. Lucas and Luna unpack the thesis: stable cash flows, minimal labor costs, and a fragmented market where the top 10 operators control only 20% of supply. They zero in on Extra Space Storage's acquisition of Life Storage in 2023, which created a $47 billion REIT, and examine how PE firms like Blackstone and Ares Management are rolling up mom-and-pop sites in secondary markets. The hosts discuss cap rate compression from 8% to 6.5% over three years, the risk of oversupply in Sun Belt metros, and why the typical self-storage unit generates $1,200 in annual revenue. A nuanced take on an asset class that institutional investors increasingly treat as core real estate. #PrivateEquity #SelfStorage #RealEstate #Blackstone #ExtraSpaceStorage #AresManagement #REIT #CapRate #SecondaryMarkets #RollUp #StorageWars #InstitutionalCapital #SunBelt #FragmentedMarket #CashFlow #BusinessAcquisition #Finance #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Private equity has spent roughly $8 billion acquiring self-storage facilities over the past 24 months. Lucas and Luna unpack the thesis: stable cash flows…","key_points":[],"chapters":[],"topics":[],"duration_seconds":750,"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-self-storage-facilities/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-self-storage-facilities.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}