PERSON DIRECTORY
Ryan Bunn
Ryan Bunn appears in 1 indexed conversation across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity
Ryan Bunn urges CBIZ to stop buybacks, reduce leverage, and restart its historical small-deal M&A flywheel after 79 transactions over 20 years.His math contrasts roughly 8% returns before growth from buybacks plus 6.5% debt paydown with M&A's potential to double EBITDA, delever, and support a 15–16x multiple.Key watchpoints are AI disruption, the CEO's indication of no M&A in 2026, and roughly $325 million of debt to repay over 18 months.