There is also some upside to those numbers, from two aspects. One, we didn't factor in any net revenue synergies. We basically assumed that we'd have a little revenue attrition, and we'd have enough revenue synergy to offset that. But quite honestly, if that were the case, we'd be highly disappointed. Clearly, there are opportunities to generate a lot of cross-selling revenue, which should handily exceed any revenue attrition that we would suffer.
The other possible upside is to get a P/E-multiple revaluation. At this point we just use the blended multiples. But given the size of this company and the growth dynamic at play, if we execute well and deliver consistent performance, I think we have a chance to get revalued.
Going forward, how do you feel about the merger?
I feel great. It's something that makes all the sense in the world, and it sets this company on a path to excel for decades. I'm steeling myself for a lot of hard work in the months ahead. But if we finally get this company to the other side of the river, it'll be a great feeling of satisfaction.
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