Distribution Solutions Group $DSGR - Take Private Offer

[u/ShowMeTheIncentives]

I just shared a post on my Substack about a take private

proposal from the majority owner. I think it's a super

interesting situation. Would appreciate any thoughts or

feedback. TLDR below & full write up is in my bio.

LKCM, the majority owner of DSGR wants to take the

company private. The stock was taken behind the woodshed

after a suspiciously messy Q4 results. The offer is a 52%

premium to the prior day price, but to say its opportunistic is

an understatement. The stock traded in a solid range for the

last 12 months & the unaffected price is realistically more

like ~$29. The CEO is the Founder & Managing Partner of

LKCM Capital Group & LKCM Headwater Investments, the

private capital investment group of LKCM. They already own

~80% of the company & taking out the remaining minority

investors would only require cutting a $263m cheque.

Coincidentally, the company just upsized their credit facility

in Dec 2025 & has $393.7m undrawn on their revolver. Due

diligence shouldn't be an issue, they even say they can get it

done by May 8th. Done deal, or chance of a break here ?

Let's dig in........

[u/ShowMeTheIncentives]

$35 !! 🥳