ADI's Emerging Acquisition Plan Examined

By John Honovich, Updated Jul 06, 2022, 07:28am EDT (Info+)

Already, America's biggest distributor, with nearly $3 billion in annual revenue, ADI has a plan to get even bigger.

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Inside this note, we share feedback from ADI, their financial filings, and a recent new hire to examine ADI's acquisition plan.

ADI's *********** ****

******* (***'* ******) ********* *** ****** *** ** **** ******** ********* * "******** ** ******* *&* to ********** ********* ** ********** ******** categories" *** **** **** **** "**** a **** *** ** ********** ** integration ********."

**** *** **** ********** *** '* long ****' ** ******* *********:

***** *&* ** ********** *** ** ADI ** * ********* ** ***** strategy, **** **** * **** ********** execution-oriented, *******-******** ******* **** ***** ****** really **** ** *&*. *** ** Jay ****, ****'** ******** *** **** for * **** ****.

**** ******* **** "******* **** & ***********, * ** ******** *********** ** data ************* ******** **** ** ******** locations ** *** ***-********" *** "*********, a ** *********** ** ***** ********."

******* **** ***** ***** *** ********** small, **** **** $** ******* ** an ****** ***** ******** ** ***'* 2020 ******* ** ~$* ******* ***:

***** ***** ************ *** ****** *****, right? * ****, **'** *** *** deals **** **** – **** *** next **** ****** **'** ***** ** generate $** ******* ** *******. ** we've ********** ******* ** ********** ** terms ** *****.

***** *** ** '*******' ***, **** are ******* ** '***':

**'** ***** ** **** ****** ** run, **'** ***** ** **** **** that ** ***'* **** ****** **** with *** **** ***** ** ***-**** and **'** ******* *** ******** ** we ** *******.

*** ********* ** **** **** *** said ** ***** ********'* **** **** no **** *****, ******:

**'** ********** ***** ***** ** *** growth ************* *** *** *** *** customers *** **'** ********* *** ********* in ***** ****** **** ***********, *** by ******** *********** *************. *** **** is ** **** *** ********* ********** on ******* *******, *** **** *** reach *** *********. ** * ****** of *** ********* ******, ** ****** comment ** ********* ** *** ********* acquisition ********.

New ******** ** ******* *** ************ *** ***********

***** ************* ***,********** ** ******* **** *****:

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***'* ********* ****** ******* '* **** rockstar':

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*** *** ******* *** *** ****** on *** **** *** *** ********* of *** **** '***********' ********* ** will **** ** ************* ***** *** acquisitions ****** ** ***. ******* *** an *********** ****** **** ** ********** banking ** ********* *********** **********.

Security ************ ************?

***, ** *** ********, ** ***** strong ** ******** ************, **** ******* / ******** ****** *****, * ******* second, ** ******* *** ****** *********.

* ******* ** ****, **** ******* distributors ** ***** *** *** ******* two ******* ** **** *** *** and ***, *** **** ***** ** China ******* ***********. ** *** **** side *** *********** ** ****, ** actions *** ********** ********** *** **** business ******, *.*., *** *********, *** LinkedIn ** **** **** *** **** 2 *****:

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****** *****, ***** *** * ****** of ***** ************ **** **** *** or * *** ********* **** ***** be ******* ** **** ** ***.

Expansion ** **** *** */*

**** ******, ** ***** * ***** already **** **** ****, *** ***** expand **** **** **** *** */*, areas **** **** **** *** ************* focused **.

Outside ** *********?

******* *** **, *** ** ****** and ** **** ** *********** ** see **** *** ****. *** *******, ADI ******** ****** *** ** *** opportunity ********* * **** ** ******, ** ADI *******/ *** ********** ********* *** that ****.

Resideo ***** *************

***** ******* ******** **** ************ *******, ** *** **** **** *** stock ** ************* ** *** ******* all-time *****:

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Vote / ****

Comments (11)

Undisclosed Manufacturer #1

06/28/21 07:49pm

*'* ********* **** **** **** ****** an ******* ***** ***** **** *******\***** and *******.

Agree: 3
Disagree
Informative: 1
Unhelpful
Funny
Avatar

Kevin Babin

Firequest Fire Alarm Service Associates
In reply to Undisclosed Manufacturer #1 | 07/11/21 10:07pm

* ***** *** *** ********* *** quite **** **** **** ******* ***** representation. ** *** ******* ******, * cannot ****** *** **** ** *** last ******* ***** ****** ****.

********* *******, ** ******* ** ****’** too ******* ** **** *** *** fish *** *** *************. *** ***** up *** ******** ** ******* *** I ***** ****** ******** **** *** big ****.

**** * ***** ****.

Agree: 3
Disagree
Informative
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Larry Tracy

06/29/21 01:43am

*** **** *** *** * ****** company ** **** *** **** ****** to ***** ***** ***** ***** ** acquisitions. *** ** ***** * ****** big *********** ** ** ****.

Agree
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Undisclosed Distributor #2

07/29/21 01:52pm

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** **** * "******** ********** ******" or *********** ********?

Agree: 1
Disagree
Informative: 4
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Funny

John Honovich

IPVM | 11/07/21 02:10pm

******,** *******'* ****** ******** ****, **** ********** ***** *********** **** emphasizing ******* *** **:

** *** ******** ******* ** ******* inorganic ************* ** ****** ***'* *********, particularly ** *** ******* *** ** markets.

Agree
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John Honovich

IPVM | 02/15/22 12:58am

******:*** *** ********* ***** **** ***** **************** **** & *****, ***** ***** * *********:

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*** ********, ***** *** ~** ********* (though **** *** ********** ** ******* distribution ********* *** *** *** **** LinkedIn ********):

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**** ********* * ***** ** ********** small ************ ************* ***** ******** ****** network.

Agree
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Undisclosed Manufacturer #3

In reply to John Honovich | 02/15/22 01:01am

***** *** **** ***** ** *** west. ** **** *** ******, ****’* really *****.****** **** & *****

Agree
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John Honovich

IPVM | In reply to John Honovich | 05/04/22 12:08am

******, *** *** *** ********* **** paid $** ******* *** *****:

** ******** **, ****, *** ******* acquired***% ** *** *********** ****** ** Arrow **** *** ***** ***. (“*****”), a ******* ******** *********** ** **** communications, ************ *** ******** ********, *** an ********* **** ******** ***** ** $*********.

Agree
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John Honovich

IPVM | 04/12/22 04:44pm

*** ****** ** ********** *** */* acquisitions ** ***:

*** ********** *** ** ** * growing ******** *** ** ******** ** make *********** *********** ** ********** *** market ********. ***** ****, **'** ************** *** ************** ************** ****** *** ********. *** **** step ** *** ******** ** ** unify *** ** ******** ************ ******** under *** *** ****** ************ *****.

** **** ** ****, ** ********** Shoreview ************ *** ****** *** ** will ** ***** ********** *** **** become ******* ***. ** ******** *** AV ************ ******** ***** ***, ** will ******* * ******* ****** *** Pro ** *** **** ** ****** for ********* ** ******** ***'* ***** and *********.

Agree
Disagree
Informative: 1
Unhelpful
Funny

John Honovich

IPVM | 07/06/22 11:31am

******:*** *** ******** ********** ****** ************. *** ************ ********* ********:

*********** **** ** ****, ** *** now ** *** ***** ********** ** family **********, ******* *** ********* **** AV, **** ****** *******, ********, ***-** and ******* ********* ********* ***** *** video *****. ***** ** *** **** place ** *** ** ** ** business *** ** *** **** ** serve ***!

*** ******* ***** * ******** *********:

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******** ***** ** ********* ****** ** expect *** ****** **** ** ******** larger **** **** ***** ******* *********** employees *** **** ****** ** **** LinkedIn *********:

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***** ** *** **** **** *** disclosed *** ******, ** ****** ******* financial ***********, ** ** ******** **** they **** **. ** ** **** it, ** **** ****** ****.

Agree
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Informative
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John Honovich

IPVM | 08/07/22 01:33pm

*******'* ****** ******** **** ******** * disclosure ****:

**** ** *** ***** *********** *** has ********* ***** ****. ** *********, these ************ *** ******** ** ********** over $*** ******* ** ***** ** 2022.

$*** ******* ** **** **** **% of ***'* ****** ******* ** ***** there *** * ************ **** *** only ******** ********** ***** *******.

Agree
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Informative
Unhelpful
Funny
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