$5.2 Billion Power Play: Herc’s Surprise Acquisition

https://is1-ssl.mzstatic.com/image/thumb/Podcasts116/v4/40/cb/d5/40cbd59a-a065-1a59-a626-e59d00719e65/mza_11818895628145202204.jpg/600x600bb.jpg

Leading the Charge

POWR2

14 episodes

1 week ago

On Leading the Charge, we talk about clean energy technology, innovation and the industry of sustainable energy. Join us for conversations and insights from experts in equipment rental, construction, events, and the field of sustainable energy. Sponsored by POWR2, the show is hosted by POWR2's Director of Innovation, Tim Doling, and POWR2 marketer, Kevin Sturmer. Get all of the details and more at LeadingTheCharge.io.

Technology

RSS

All content for Leading the Charge is the property of POWR2 and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Technology

https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/39911622/39911622-1702656787035-30d84250d117e.jpg

$5.2 Billion Power Play: Herc’s Surprise Acquisition

Leading the Charge

21 minutes 4 seconds

8 months ago

$5.2 Billion Power Play: Herc’s Surprise Acquisition

Summary

In this episode of Leading the Charge, hosts Kevin and Tim discuss the unexpected acquisition of H&E Rentals by Herc Holdings, a move that has surprised many in the industry. They explore the implications of this acquisition, including market confidence, funding strategies, and potential synergies. The conversation also touches on the global impact of such mergers and future prospects for the rental industry, particularly in the context of the U.S. economy's performance compared to Europe.

Takeaways

The acquisition of H&E Rentals by Herc Holdings represents the largest merger in rental history, catching many off guard due to Herc’s history of organic growth.
Confidence in the U.S. economy is high, with this deal valued at $5.2 billion, with 75% in cash and 25% in Herc stock.
Industry giants will continue to battle as United Rentals has a proven strategy of acquisitions in the U.S. and abroad.
Evolving global rental market finds U.S. thriving, while European counterparts struggle with lower margins and intense competition.

Get all the details and more at ⁠https://www.LeadingTheCharge.io

======================

GUESTS

Jeff Eisenberg

Consultant / Principal, Claremont Consulting

https://www.linkedin.com/in/jeff-eisenberg-mba/

URLs

Herc Holdings Inc.

https://www.hercrentals.com

https://ir.hercrentals.com/news/news-details/2025/Herc-Holdings-and-HE-Equipment-Services-Enter-into-Definitive-Merger-Agreement/default.aspx

https://ir.hercrentals.com/news/news-details/2025/Herc-Holdings-Confirms-Superior-Proposal-to-Acquire-HE-Equipment-Services/default.aspx

United Rentals

https://www.unitedrentals.com

https://investors.unitedrentals.com/press-releases/press-releases-details/2025/United-Rentals-Inc.-Will-No-Longer-Pursue-the-Acquisition-of-HE-Equipment-Services-Inc/default.aspx

======================

Company: https://www.POWR2.com

LinkedIn: ⁠https://www.linkedin.com/company/powr2

Tim Doling: ⁠⁠https://www.linkedin.com/in/tdoling

Kevin Sturmer: ⁠https://www.linkedin.com/in/kevin-sturmer

DISCLAIMER

Any statements or views expressed by hosts or guests on Leading the Charge are entirely their own and do not necessarily reflect the opinions or positions of POWR2, their partners, or affiliates.

CHAPTERS

00:00 Introduction to the Acquisition Landscape

02:50 Herc's Surprising Acquisition Strategy

10:18 Market Confidence and Future Implications

15:56 Global Impact of the Merger

19:22 Future Prospects in the Rental Industry