02:39 — What is EBITDA multiple arbitrage (plain-English walk-through)

03:39 — Why smaller firms trade lower and platforms trade higher (the math)

07:50 — Beyond size: capabilities, service lines, and moving up the value chain

11:49 — Rolling equity 101: the “second bite” and a typical 70/30 construct (example)

15:03 — Risks sellers must vet: culture, strategy, dilution, and capital stack terms

19:56 — Integration that creates real accretion (when 1+1=3…or more) + “velocity matters”

23:46 — Is there a cap? Where arbitrage gains flatten as platforms scale up

27:55 — Can strategics do this without PE? Funding paths and “smart money” mindset

Listen to Shoot the Moon on Apple Podcasts or Spotify.

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