S13E10 - What the Ovivo Carve-Out Changes for Water Investment

How did SKion Water turn a $142M "apple tree" into $1.8B gold with the carve out of Ovivo's Electronics division to Ecolab? Let's find out!

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#️⃣ All the Links Mentioned in this Video #️⃣

Ovivo Electronics carve-out to Ecolab: https://www.ovivowater.com/en/news/ovivo-to-sell-electronics-division-to-ecolab/

SKion Water's website: https://www.skionwater.com/en/

My conversation with Reinhard Hübner: https://smartlink.ausha.co/dont-waste-water/s5e1-the-7-secrets-of-the-water-company-of-the-year-you-shall-absolutely-steal

LG Chem's carve out of its RO division: https://www.youtube.com/watch?v=aFPOrr-ycFM

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⏰ TIME CODES ⏰

00:00 If Ovivo was a Tree

01:20 Ovivo's History

06:50 Water Investment Consequences

11:46 Water Valuations

16:54 The Rise of PE-Backed Platforms

📝 IN THIS WEEK'S EPISODE

🌳 How SKion Water built a $142M acquisition into a $1.8B exit while keeping half the company - the apple tree story that proves water investment delivers 10x returns

💰 The cascade of billion-dollar water deals in 2024 that's proving once and for all that water investments outperform traditional sectors with documented 2x to 10x multiples

🎯 Why pure-play water companies massively outperform conglomerates and how the semiconductor water boom is creating unprecedented valuations

🏗️ The emergence of 20+ PE platforms actively reshaping the water sector through strategic roll-ups and the specific revenue ranges they're targeting

📊 The Water Food Chain framework that reveals exactly where the next wave of acquisitions will happen and what valuation multiples entrepreneurs and investors can expect at each level

About this Podcast: Welcome to the (don't) Waste Water podcast! In each episode, Antoine Walter from DWW Media shares water, wastewater & water entrepreneurship stories. This show will teach you the water industry like you've never seen it. If you're asking how the water sector will overcome the water crises ahead, this video is for you.

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