Summary
Arrow, Inc. "Arrow" is a leading roll-off container waste hauling business servicing over 10,000 residential & commercial customers annually in the Atlanta metropolitan area. Due to Arrow's service and scale, the Arrow brand is well known and highly valued among local contractors as demonstrated by the company's diverse customer base and low churn.
Arrow will serve as the initial platform in a broader buy-and-build integrated waste growth strategy.
Investment Thesis
- Opportunity to improve margins, operational controls & cost structure through the acquisition and/or development of transfer stations and landfills.
- Atlanta is a diverse and growing economy with a robust construction market, increasing home values, and tight housing supply.
- Significant barriers to entry given the size of Arrow's fleet and long-tenured reputation in the Atlanta market.