Added to YB: 2026-10-06
Pitch date: 2026-09-08
RHLD [bullish]
Resolute Holdings Management, Inc.
-15.98%
current return
Author Info
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Company Info
Resolute Holdings Management, Inc. operates as an alternative asset management platform. It focuses on providing operating management services, including oversight of capital allocation strategy, operational practices, and M&A sourcing and execution at GPGI, Inc.
Market Cap
$906.4M
Pitch Price
$134.48
Price Target
N/A
Dividend
N/A
EV/EBITDA
22.74
P/E
20.72
EV/Sales
5.47
Sector
Professional Services
Category
value
Resolute Holdings Management Inc ($RHLD)
RHLD: Resolute is an effectively perpetual, capital-light royalty on Cote and Knott’s industrial compounder, collecting 10% of GPGI EBITDA without funding GPGI acquisitions, capex or working capital. At 18.4x the existing fee stream, based on depressed Husky earnings, upside comes from Husky normalization, estimated 10–12% normalized organic portfolio EBITDA growth and acquisitions. Principal risks are poor capital allocation or excessive leverage at GPGI and Husky demand proving destroyed rather than deferred.
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