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HALO Talks Fast Break-Pete Moore, April 2025 M&A Deals In Market
Today's Thursday . . . so that means another HALO Talks-Fast Break! Integrity Square Founder and HALO Talks host Pete Moore, dives deep into the mergers and acquisitions current landscape in the HALO sector, highlighting key movements that will shape the industry for the next five years.
Pete discusses the sale of five companies from one private equity firm to another, including the announced sale of Crunch Fitness by the TPG Group. He explores the strategic decisions around debt, risks akin to those faced during COVID by companies like YouFIT and Gold's Gym, and the financial benchmarks set by giants such as Planet Fitness and Lifetime Fitness.
Pete also touches on two rapidly expanding sunbelt chains and area developers in the Northeast and Southeast. Tune in to understand how these fastbreak deals will set the tone for the future of the HALO sector. Go HALO!
A few key takeaways:
1. Upcoming Private Equity Transactions: There are five significant companies in the sector that are set to be sold from one private equity firm to another. These transactions will be instrumental in setting the tone of the industry for the next five years.
2. Crunch Fitness Sale: The sale of Crunch, currently owned by TPG Group, is one such anticipated deal. It's predicted that the sale will aim for a multiple just under the 20 times EBITDA that Planet Fitness enjoys.
3. Debt Considerations: Another key point is how much debt will be used in these acquisitions. The amount of debt can impact the risk level of the business, especially if another unforeseen black swan event like COVID reoccurs.
4. Growth and Expansion: Two fast-growing chains in the Sunbelt region and substantial Northeast and Southeast franchises are also in play, showing a strong trend toward growth and expansion in the sector.
5. Public Company Benchmarks: Public companies like Planet Fitness trading at 20 times EBITDA provide a benchmark for private deals, influencing how these private equity transactions are structured and valued.
Resources
Crunch deal: https://www.reuters.com/markets/deals/tpg-explores-15-billion-plus-sale-gym-chain-crunch-fitness-sources-say-2024-12-03/
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By Pete Moore
5
1515 ratings
Today's Thursday . . . so that means another HALO Talks-Fast Break! Integrity Square Founder and HALO Talks host Pete Moore, dives deep into the mergers and acquisitions current landscape in the HALO sector, highlighting key movements that will shape the industry for the next five years.
Pete discusses the sale of five companies from one private equity firm to another, including the announced sale of Crunch Fitness by the TPG Group. He explores the strategic decisions around debt, risks akin to those faced during COVID by companies like YouFIT and Gold's Gym, and the financial benchmarks set by giants such as Planet Fitness and Lifetime Fitness.
Pete also touches on two rapidly expanding sunbelt chains and area developers in the Northeast and Southeast. Tune in to understand how these fastbreak deals will set the tone for the future of the HALO sector. Go HALO!
A few key takeaways:
1. Upcoming Private Equity Transactions: There are five significant companies in the sector that are set to be sold from one private equity firm to another. These transactions will be instrumental in setting the tone of the industry for the next five years.
2. Crunch Fitness Sale: The sale of Crunch, currently owned by TPG Group, is one such anticipated deal. It's predicted that the sale will aim for a multiple just under the 20 times EBITDA that Planet Fitness enjoys.
3. Debt Considerations: Another key point is how much debt will be used in these acquisitions. The amount of debt can impact the risk level of the business, especially if another unforeseen black swan event like COVID reoccurs.
4. Growth and Expansion: Two fast-growing chains in the Sunbelt region and substantial Northeast and Southeast franchises are also in play, showing a strong trend toward growth and expansion in the sector.
5. Public Company Benchmarks: Public companies like Planet Fitness trading at 20 times EBITDA provide a benchmark for private deals, influencing how these private equity transactions are structured and valued.
Resources
Crunch deal: https://www.reuters.com/markets/deals/tpg-explores-15-billion-plus-sale-gym-chain-crunch-fitness-sources-say-2024-12-03/
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