Buckley Capital's Zack Buckley on why he's urging $DNTL.TO to undertake a strategic review process

Zachary Buckley, Managing Partner at Buckley Capital Management, joins the podcast for the third time to share his thesis on Dentalcorp Holdings (TSX: DNTL) and why he's urging $DNTL.TO Board and Management to undertake a strategic review process. Zack's letter to the board: https://finance.yahoo.com/news/buckley-capital-management-urges-dentalcorp-113000826.html Chapters: [0:00] Introduction + Episode sponsor: Tegus [1:43] Overview of Dentalcorp $DNTL.TO and his letter to the Board & Management [7:15] Why'd they call off strategic alternatives in 2023 and why now is the right time [12:23] Management changes / share restructure / US Listing / CRH comp [17:43] Differences between Canadian and US dentistry[ 20:02] Acquisition process / synergies for mom & pop dentistry practices with $DNTL / why private equity has gone after this industry aggressively [26:16] Competitive landscape and environment [28:58] Why hasn't the market warmed up to $DNTL.TO since it's IPO [32:04] Capital allocation [38:34] $DNTL.TO final thoughts on the company and his letter [41:48] Anything else that keeps Zack up at night about $DNTL.TO? [44:05] How big can Dentalcorp grow (when looking at amount of potential dental acquisitions) Today's sponsor: Tegus If you’ve been reading my newsletters, you know how often I rely on Tegus for my research. It’s truly revolutionized how I get up to speed on new industries and companies. Tegus has the largest transcript library in the world, with over 75% of private market transcripts. Whether you’re curious about AI, biotech, or any niche market, Tegus has the insights you need. What sets Tegus apart is its all-in-one platform. It’s packed with expert call transcripts, management checks, panel calls, and in-depth financial data. No more jumping between different services or piecing together fragmented data. With Tegus, everything is right at your fingertips. The best part? The insights you get are from the very people shaping the industries you’re interested in. You’ll find perspectives from insiders and executives that you simply can’t get anywhere else. To see Tegus in action and understand why it’s my go-to resource, visit Tegus.com/value – that’s T-E-G-U-S dot com slash value. Trust me, once you try Tegus, you’ll never look back.