Assessment of Acquisition Q: What are your thoughts on BBU's recent acquisition of SGMS's lottery business?
We think it looks good. The division has relationships with 130 entities in more than 50 countries. The seller was motivated by high debt, and Brookfield will have a better ability to grow the business. It is a large deal, but typical for Brookfield: a market leader with wide diversity of customers, in a growing business that is regulated and hard to enter. It looks good to us.
So said the team at 5iResearch. GLTA