Rental Roundtable #65: The Inside Story of United Rentals’ Explosive Growth

This week’s Rental Roundtable features a rare insider perspective on one of the most influential companies in the rental industry. Joe Kondrup, co-founder of United Rentals and now CEO of Catalyst Strategic Advisors, joins Kyle alongside Josh Mosko, a 25-year rental veteran who recently joined Catalyst after helping build United’s early specialty business.In this episode:

• How United Rentals completed 240 acquisitions in three years
• Why entrepreneurs start rental businesses and why many fail
• The biggest industry growth trends: specialty, mega projects, sustainability
• What really drives valuations beyond EBITDA multiples
• When and why to sell and the myths that cost owners millions

Joe and Josh explain how technology, timing, and strategy shape the value of every rental business.