It's a very interesting company. It is a serial acquirer, much like Constellation Software (one of our Foundational Stocks). The reason I do not own it is I just view Constellation as the better and more reliable company. It is one of the best capital allocators in the country.
I believe Converge could outperform Constellation moving forward simply due to the fact it's much smaller and is a much smaller player in its space. However, there is also a situation in where CTS underwhelms. There is the chance of outperformance, but there is also much higher risk.
You're asking if I'd view the company as a high risk/high reward moving forward? I'd say yes. But, I'd also probably say it's more so medium risk, medium reward. This is a profitable company with a lot of runway. I don't necessarily view it as a "high risk" stock like something like..... Lightspeed would be.