Debt ReductionAn improving backdrop for monetizations and strengthening cash flow profile provide a pathway for BBU to reduce corporate-level debt, which should be supportive for valuation.
Financial PerformanceAttractive upside to current financial performance.
Value CreationOver the next 3-5 years, the value creation plans underway at the portfolio companies are anticipated to increase EBITDA to $2.8B, up ~$500M (>20%) from current levels.