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David Hain

David Hain

German author

Oct 14, 2026

13:23
So what other categories are you excited about right now? What's, you know, which HCM categories are drawing the most interest?
13:31
EOR, still flying high.
13:33
I mean, we're going up that bell curve.
13:34
It's going to get to the top at some point, but valuations are still high, you know, when you're looking at whether it's EBITDA or ARR, but they are expanding, you know, and it looks, and I'll move to other categories, but if you look again from the outside in, we've been in EOR for eight years.
13:52
Um, we bought and sold come to think of it, but we're seeing a bifurcation like the deals in the ripplings of the world.
13:58
We have a great platform.
14:00
They're going after ADP paychecks and all those.
17:26
So what's going on with valuations these days?

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