443 :: QXO, Brad Jacobs, and Beacon Roofing: Corporate Pillow Fight or Knife Fight?

The Construction Leadership Podcast with Bradley Hartmann

Host Bradley Hartmann dives into the high-stakes drama unfolding between QXO, led by serial entrepreneur Brad Jacobs, and Beacon Roofing Supply. Jacobs is making an aggressive $11billion bid to acquire Beacon, setting the stage for a potential proxy fight. The discussion explores Jacobs' ambitious growth plans for QXO, the industry implications, the risks of such a hostile takeover attempt, and where his M&A tactics detailed in his book (How to Make a Few Billion Dollars) differ with his approaches to Rexel (September 2024) and Beacon.

This episode is a must-listen for anyone interested in the future of the construction supply industry and the strategies of disruptive leaders like Jacobs.

Note: Since recording this episode, Beacon has adopted the poison pill strategy to defend against QXO’s bid, making the takeover significantly more difficult and costly.

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