It's probably hard to say. I'm sure even if they know today they have a deal that can close next week, that close date can change at a moment's notice. Just like closing at a house, somebody might catch something at closing that delays the deal.
Just hope it's the right deal(s) at the right time!
My guess is there are a lot of different factors that make this quarter seem like an attractive time to add another platform company, though. Business conditions. Transcation multiples. But also the current CAD situation at CODI.
I agree w/you on that target (if not sooner). And I do think it will be one OR MORE. Or could be one very big one. We will see very soon I think. Still not buying anymore unless the price goes down dramaticly (bellow $7.5) and I see Joe Massoud is on board by buying some CODI for himself ($50,000 or more).