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Featured Posts

Bending Spoons: the lean, mean M&A machine approaching IPO & $1B EBITDA. 4 ways in which the story can evolve

Bending Spoons: the lean, mean M&A machine approaching IPO & $1B EBITDA. 4 ways in which the story can evolve

Is Bending Spoons Europe’s answer to Constellation Software? PLUS: 3 acquisition tear-downs

Alex Prokofjev
Alex Prokofjev
Private Equity professionals are leaving in droves to set up “Independent Sponsors”. What are these - and should you start one?

Private Equity professionals are leaving in droves to set up “Independent Sponsors”. What are these - and should you start one?

Bonus: Indy Sponsor platform tear-down! An insurance brokerage rollup in Italy 🇮🇹 (started by a German and an Australian based out of Zurich)

Alex Prokofjev
Alex Prokofjev
The Rollup of Tomorrow Vol. 5. Hawk Infinity: 30x value growth in 5 years - in a “crowded” sector

The Rollup of Tomorrow Vol. 5. Hawk Infinity: 30x value growth in 5 years - in a “crowded” sector

From i-banking to running a $150M EBITDA VMS powerhouse. Joakim Karlsen talks about his career - and why the Hawk Infinity model is highly scalable

Alex Prokofjev
Alex Prokofjev
Walking away from a $6M/y job to build a $600M+ revenue HoldCo. Our take on Röko, Sweden's newest unicorn

Walking away from a $6M/y job to build a $600M+ revenue HoldCo. Our take on Röko, Sweden's newest unicorn

Lifco CEO thought he was underpaid. He was right!

Alex Prokofjev
Alex Prokofjev
Teamshares wants to dominate America’s SMB succession game - but do the numbers add up? 5 observations after digging through the SPAC docs

Teamshares wants to dominate America’s SMB succession game - but do the numbers add up? 5 observations after digging through the SPAC docs

Inside: Röko vs. Teamshares side-by-side. Warning: not investment advice!

Alex Prokofjev
Alex Prokofjev
Crush your M&A workout in our Software Gym!

Crush your M&A workout in our Software Gym!

Inside: How to run a software buy-side A->Z. Deep-dives on 20 aggregators

Alex Prokofjev
Alex Prokofjev

Latest Posts

The Rollup of Tomorrow Vol 12. 98% rejection rate & positively paranoid: meet Opera, a tenacious backer of Europe’s Independent Sponsors

The Rollup of Tomorrow Vol 12. 98% rejection rate & positively paranoid: meet Opera, a tenacious backer of Europe’s Independent Sponsors

"We never discuss why a company is great because we see a lot of great companies. What we really focus on are the risks and what could kill a deal"

Alex Prokofjev
Alex Prokofjev
“AI-enabled rollups” are booming. How to pick the winners?

“AI-enabled rollups” are booming. How to pick the winners?

The 3 types of rollups, and the skillsets required to run each one

Alex Prokofjev
Patrick Ryan
Alex Prokofjev, +1
Rollups from Hell Vol.4. Embracer: keeping game face on after 160+ acquisitions, a three-way split, and a 90%+ share price drop

Rollups from Hell Vol.4. Embracer: keeping game face on after 160+ acquisitions, a three-way split, and a 90%+ share price drop

Lars Wingefors’ journey: flogging second-hand comics -> rollup billionaire -> a gaming industry’s bête noire. BONUS: Rollup Bootcamp 85% sold out. Last few seats remaining for U.S. 🇺🇸 based applicants

Alex Prokofjev
Dima Kovalchak
Alex Prokofjev, +1
The Rollup of Tomorrow Vol 11. Aspira Partners: The journey from an employee to a Fund GP - in 5 years & with an Independent Sponsor adventure in between

The Rollup of Tomorrow Vol 11. Aspira Partners: The journey from an employee to a Fund GP - in 5 years & with an Independent Sponsor adventure in between

Who said the Nordics are too competitive? "If it's not a 4x MOIC, it's not a case for Aspira" - Andreas Bruzelius, Aspira CEO

Alex Prokofjev
Alex Prokofjev
Strange bedfellows or a match made in heaven? VC & “Trad PE” money is pouring into HoldCos: why and on what terms?

Strange bedfellows or a match made in heaven? VC & “Trad PE” money is pouring into HoldCos: why and on what terms?

INSIDE: Deep-dives on Venmark and Raptor - new kids on the block backed by atypical investors. PLUS: How General Catalyst prices AI rollups.

Alex Prokofjev
Alex Prokofjev
6 years, 400x equity value to $500M+. The incredible story of Steer Automotive, Britain’s collision repair colossus

6 years, 400x equity value to $500M+. The incredible story of Steer Automotive, Britain’s collision repair colossus

Indy Sponsor return math: $900K -> $13M. In 3 years. PLUS: What to expect from the Redeye March conference - Europe's biggest and best HoldCo gathering

Alex Prokofjev
Alex Prokofjev
These family problems aren't going away! What can we learn from the decade-long PE adventure of Stowe Family Law?

These family problems aren't going away! What can we learn from the decade-long PE adventure of Stowe Family Law?

Under Livingbridge's ownership, Stowe grew 5x to become the UK’s dominant family law practice. How come the Sponsor didn't make a killing then?

Alex Prokofjev
Alex Prokofjev
The Rollup of Tomorrow Vol 10. Kaspar Companies: Guns, Saddles & Bullion - a uniquely resilient 127-year old Texas HoldCo

The Rollup of Tomorrow Vol 10. Kaspar Companies: Guns, Saddles & Bullion - a uniquely resilient 127-year old Texas HoldCo

Jason Kaspar took over family HoldCo after a successful Wall St career. His views on capital allocation, the AI opportunity - and more

Alex Prokofjev
Alex Prokofjev
The Rollup of Tomorrow Vol 9. Valsoft: 10 years to build a 130+ company Vertical Market Software empire

The Rollup of Tomorrow Vol 9. Valsoft: 10 years to build a 130+ company Vertical Market Software empire

Mo Firouzabadian, an EVP at Valsoft, on buying and operating mission-critical software businesses - and pushing towards the $1B revenue mark

Pavel Prokofiev
Pavel Prokofiev
Private Equity professionals are leaving in droves to set up “Independent Sponsors”. What are these - and should you start one?

Private Equity professionals are leaving in droves to set up “Independent Sponsors”. What are these - and should you start one?

Bonus: Indy Sponsor platform tear-down! An insurance brokerage rollup in Italy 🇮🇹 (started by a German and an Australian based out of Zurich)

Alex Prokofjev
Alex Prokofjev
The Rollup of Tomorrow Vol.8. EterniTeam: Germany’s Succession Saviour - one SME acquisition at a time

The Rollup of Tomorrow Vol.8. EterniTeam: Germany’s Succession Saviour - one SME acquisition at a time

After seeing a family business struggle post-sale, Matthias Wilrich founded EterniTeam to pursue succession investing the thoughtful way. How’s he faring so far?

Alex Prokofjev
Alex Prokofjev
Do sponsorless rollups stand a chance against PE-backed rivals? And other insights from our biggest-ever Serial Acquirers Summit

Do sponsorless rollups stand a chance against PE-backed rivals? And other insights from our biggest-ever Serial Acquirers Summit

Inside: War stories from 2 rollup founders with 9-figure exits. How Chapters Group keeps prices up and AI disruption risk down. Accountancy rollups beyond the hype!

Alex Prokofjev
Alex Prokofjev
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