IDI enters a new gear EARNINGS/SALES RELEASES After a period of measured restraint, IDI is shifting into a more active phase. Investment activity has picked up sharply, with carefully chosen deals that demonstrate discipline and foresight rather than chasing volume. CDS/S4BT, Intesoft, Forsk, and targeted bolt-ons show that IDI is not deploying capital for the sake of it. This is portfolio engineering with precision, optionality, and the compounding power of a firm that knows when to act and w...
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