TakeoverPE & activists

RHLDResolute Holdings Management, Inc.

Finance Services · $945M market cap · 5,534 employees

6.2×

More likely than average to be taken private

Top 1% of the Russell 3000 for a buyout by a private-equity firm, holdco or insiders. How it works

Takeover signals

What an activist or buyer would see: cheap, overpaid, diluted or under pressure.

11 other checks
  • TSR below peersNo
    —
    3+ of last 5 years
  • High CEO pay despite TSRNo
    —
    Median CEO pay ≥ $15M while TSR trails
  • Earnings not backed by cashNo
    —
    Cash flow under 80% of net income
  • Dilutive SBCNo
    6% of revenue
    Over 10% of revenue
  • Payouts exceed cash flowNo
    2% of cash flow
    Buybacks + dividends over cash flow
  • Shareholder dissentNo
    88% lowest support
    Any vote under 80% support
  • Net cashNo
    13.6× EBITDA net debt
    More cash than debt, positive EBITDA
  • Recurring revenueNo
    6 of 10
    10-K business scored 7+ of 10 for recurring revenue
  • AI-rollup shapedNo
    2 of 10
    10-K business scored 5+ of 10 as an AI-rollup target
  • Active 13DNo
    0 filings
    Active-intent 13D in 18 months
  • Net insider sellingNo
    $2M net
    Net sales over $10M in 12 months

Key numbers

Revenue
$462MFY2024: $421MFY2025: $462M
9.9% YoY
Operating margin
31.0%FY2024: 30.1%FY2025: 31.0%
3.0% YoY
EBITDA
$152MFY2024: $136MFY2025: $152M
12% YoY
Net debt / EBITDA
13.6×
$2.1B net debt

Financials

MetricFY2024FY2025YoYTrend
Revenue$421M$462M 9.9% FY2024: $421MFY2025: $462M
Operating income$127M$143M 13% FY2024: $127MFY2025: $143M
Net income−$2M−$6M 154% FY2024: −$2MFY2025: −$6M
Operating cash flow$152M$196M 29% FY2024: $152MFY2025: $196M
Capex$7M$7M 7.5% FY2024: $7MFY2025: $7M
Stock-based comp$20M$27M 35% FY2024: $20MFY2025: $27M
Buybacks—$4M

13D filers

FiledFilerFormStakeIntent
Aug 6, 2026Resolute ManCo Holdings LLCSCHEDULE 13D/A52.5%Passive
Mar 19, 2025Resolute Compo Holdings LLCSCHEDULE 13D/A—Passive
Mar 7, 2025Resolute Compo Holdings LLCSCHEDULE 13D14.6%Passive

Insider trading

+$2Mnet buying by insiders, open market, last 12 months
Bought $2M · 18 tradesSold $230K · 1 trade

Pay vs performance

No pay-versus-performance disclosure yet.