BuildDirect at Lytham Partners Fall 2026 Investor Conference: buy-and-build push

On Tuesday, September 29, 2026, BuildDirect (BILD) presented its strategic plan to acquire and integrate fragmented building materials distributors at the Lytham Partners Fall 2026 Investor Conference. The company highlighted its focus on low-cost acquisitions, cross-selling, and working capital discipline while acknowledging the need for fast execution and continued access to suitable targets.

CEO Shawn Wilson outlined the company's "buy-and-build" platform strategy, emphasizing the acquisition of profitable specialty distributors at attractive valuations and integration into a single operating platform. Wilson explained that BuildDirect is targeting specialty distributors with proven profitability that can be purchased at low multiples, typically 1 to 3 times EBITDA.

The company sees the flooring market as a consolidation opportunity, given its highly fragmented nature with over 15,000 independent businesses, and the low likelihood of alternative buyers. Tile Outlets of America, a key acquisition target with 40% to 50% of the flooring market share, was highlighted as a significant step into the tile category.

Wilson stated that BuildDirect aims for a 25% EBITDA uplift after integration through procurement, systems, and working capital improvements. The company is modeling revenue scenarios of CAD 250 million to CAD 300 million as it scales.