Sign in

    Evan Page

    Managing Director at Jefferies LLC

    Evan Osheroff is a Managing Director at Jefferies LLC specializing in software sector investment banking, with a particular focus on advising enterprise software companies on mergers & acquisitions and capital raising strategies in both private and public markets. With over 15 years of experience, he has been instrumental in guiding transactions for leading technology firms, helping them position for IPOs and strategic growth, though specific company names and precise performance metrics are not publicly listed. Osheroff began his career in technology investment banking and has advanced into a leadership role within Jefferies' Global TMT Investment Banking team, headquartered in San Francisco. He holds recognized industry credentials and has earned a reputation for his expertise in M&A and strategic financial advisory for high-growth software organizations.

    Evan Page's questions to VSE (VSEC) leadership

    Evan Page's questions to VSE (VSEC) leadership • Q1 2025

    Question

    Evan Page of Jefferies LLC asked for a breakdown of the 12% organic growth between the MRO and distribution businesses and questioned how VSE is balancing cost versus revenue synergies across its recent acquisitions.

    Answer

    CFO Adam Cohn and CEO John Cuomo noted that organic growth was slightly skewed toward distribution in Q1 but that there were no material differences between the two businesses. Cuomo clarified that USM is a strategic but lower-growth part of the model. He then detailed the synergy approach, explaining it varies by deal: TCI is focused on revenue and capacity expansion, while the Telstrom integration included some upfront cost-out synergies. He expects the Turbine Weld integration to be similar to TCI's growth-focused model.

    Ask Fintool Equity Research AI