APi Group (APG) in Deepsail Capital 2024 Q2

Expanding Fire Safety Services and Strategic Acquisitions

Apr 15, 2025

Summary

Focus on growing higher margin fire safety services segment.
Recent acquisition of Elevated Facility Services Group.
Statutorily mandated services provide recession resistance.
Potential for significant EBITDA margin expansion by 2027.

APi Group (APG, Financial) was featured in Deepsail Capital's 2024 Q2 letter for its strategic focus on expanding its fire safety services segment and recent acquisition of Elevated Facility Services Group. The company's statutorily mandated services offer recession resistance, and its disciplined approach to acquisitions and organic growth positions it for significant EBITDA margin expansion by 2027.

"The combination of organic growth, M&A, pricing and de-levering means there are many ways to win here, which makes my job one of holding on and getting out of the way." — Adam Wilk, Greystone Capital Management, Q2 2024 Fund Letter

Read full letter at gurufocus Deepsail Capital 2024 Q2 page.

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