Serco CEO on Carillion Deal, Restructuring, Brexit

The video discusses the impact of acquiring Carilion health assets on the UK healthcare business, increasing its size by 30%. It covers the company's strategic turnaround plan, focusing on a 'hockey stick' growth model. The US market's dependency on Obamacare and potential changes under Trump are explored. Challenges in the Middle East market, including withdrawing from major rail contracts, are highlighted. Global priorities, including defense and Brexit opportunities, are discussed. The CEO's personal investment in the company and outlook on share prices conclude the video.

How does the speaker view the importance of government contracts in their business strategy?

What opportunities does the speaker see arising from Brexit?

What is the speaker's perspective on the company's share price and investment strategy?