美国家庭服务领域的价值投资:机遇与稳健性交汇之处.pptxVIP

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美国家庭服务领域的价值投资:机遇与稳健性交汇之处.pptx

PrivateCapitalPractice

ValueplaysinUShome

services:Whereopportunitymeetsreliability

SolidmarketfundamentalsandsignificantvaluecreationopportunitiesmaketheUShomeservicesmarkethighlyattractivetoinvestors.

byBrendanFitzgerald,BrianO’Neill,andMherPanossian

withFelipeMeirelles

January2026

marginimprovement,ortheequivalentthroughgrowth,bytransformingitsoperationsthroughtargeted

interventionsaimedatbothincreasingrevenuesand

decreasingcosts.Inaddition,manysubsectorsdisplayconsiderablefragmentation,offeringsubstantial

opportunitiesforco

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