{"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-2","published_at":"2026-07-10T04:48:50+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-2","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-0105.mp3","audio_url":"https://audio.fexingo.com/business/the-buyout-show/episode-0105.mp3","summary":"In this episode, Lucas and Luna examine the private equity wave sweeping self-storage. They focus on two numbers: the 58,000 facilities in the U.S. today and the $42 billion that operators spent on acquisitions in 2025. They trace how a fragmented mom-and-pop industry has become a target for roll-ups, breaking down the unit economics of a typical facility — occupancy rates around 90 percent, monthly rents averaging $170, and margins above 40 percent. They discuss the major consolidators, like Extra Space Storage and Public Storage, and the smaller PE-backed players such as StorageMart. The hosts debate whether the model relies too heavily on real estate appreciation versus operational improvement, and what happens if interest rates stay higher for longer. They also explore a recent FTC inquiry into price coordination among the big three operators. It's a grounded look at an industry that stores everything from college furniture to business archives — and how private equity has built a $200 billion asset class around it. #PrivateEquity #SelfStorage #RollUps #ExtraSpaceStorage #PublicStorage #RealEstate #BusinessAcquisitions #CommercialRealEstate #AssetClass #FragmentedIndustries #UnitEconomics #Consolidation #InstitutionalCapital #FTC #StorageMart #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo","meta_description":"In this episode, Lucas and Luna examine the private equity wave sweeping self-storage. They focus on two numbers: the 58,000 facilities in the U.S. today…","key_points":[],"chapters":[],"topics":[],"duration_seconds":683,"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-2/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-2.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}