
Episode 6 — A Rare, First-of-its-Kind Conversation with Independent Wall Street Equity Research Analyst Jamie Clement on Pest Control Industry Valuation and M&A
- S1
- 1:27:51
- June 4th 2020
Jamie Clement has worked on Wall Street for investment banking and research institutions for over two decades, providing actionable insight to hedge funds and institutional investors on pest control and other industries.
He is an important part of Paul’s inner circle and one of his go-to guys for insight on pest control and other industries. For many years, the two have debated valuation, value creation and M&A in the pest control industry privately, and today you’ll listen in on one of their discussions.
In this new segment, Patrick Baldwin and Paul Giannamore Step Outside of the Boardroom for a lively discussion on: valuation multiples, private equity firms EQT and GIC, Rentokil emerging from the COVID pandemic, Rollins’s consistency, ServiceMaster’s future and possible takeover, Anticimex’s CEO Jarl Dahlfors’ history as the Blonde Beast -- bringing Brinks’ former management team to its knees when he ran Loomis in the US -- and a whole lot more. This episode is a behind-the-scenes look at what is going on at the highest levels in the pest control industry.
The Boardroom Buzz: Grow, Sell, or Exit
Boardroom Buzz is the straight-talk playbook for owners who built their service businesses from the crawlspace up and want to master the next move—whether that’s doubling down on growth or preparing for a life-changing exit.
Hosted by Jason & Jeremy Julio—“The Blue-Collar Twins” who turned a service-truck start-up into a multimillion-dollar success—and mentored by veteran deal-maker Paul Giannamore, the show turns boardroom finance into stories you’d swap over a tailgate. Expect 40-minute deep-dives that unwrap one real transaction and one valuation lever you can pull today, plus quick “Market Pulse” riffs that flag shifts every operator should watch.
If you’re a majority or significant-minority owner eyeing the $5 M–$100 M revenue range, tune in for gritty war stories, step-by-step tactics, and the confidence to choose your own endgame. New episodes every Thursday. Presented by POTOMAC M&A.