u/AMLI72

So I have been doing this series on my newsletter where I breakdown industries that seem to be overlooked and would be good opportunities for independent sponsors / self-funded searchers. Just made a post over in r/buyingabusiness about direct mail.

I guess I am curious, why hasn't PE looked into direct mail? There is one specific sponsor, AmatoMartin, that has deployed a good bit of capital here with the acquisitions of Valpak and Clipp. But there's really not that much else significant activity in the space.

Would love to hear more perspective.