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The Rollup of Tomorrow Vol.17: Strada's reinvention from midcap software PE to Europe's rollup champion. 2.5 years, 500 applicants, 10 live platforms

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Jun 4, 2026

The Rollup of Tomorrow Vol.17: Strada's reinvention from midcap software PE to Europe's rollup champion. 2.5 years, 500 applicants, 10 live platforms

“We only partner with the people who’ve crossed the bridge”. Bart Wouters talks LV8, Strada’s EIR programme, and keeping its “graduation rate” above 80%. BONUS: First set of speakers for the Milan Summit on June 18th!

Alex Prokofjev
Alex Prokofjev
Lotus Bakeries: 12 billion reasons investors love the “Oreo nemesis” that has returned 243x in 26 years

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May 28, 2026

Lotus Bakeries: 12 billion reasons investors love the “Oreo nemesis” that has returned 243x in 26 years

A speculoos-flavoured, family-owned compounder dead-set on global cookie dominance. PLUS: Milan Summit on June 18th 50%+ sold.

Alex Prokofjev
Alex Prokofjev
13x growth, fresh faces overlooked & US LPs circling: this is what Europe’s Independent Sponsor market looks like in 2026

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May 21, 2026

13x growth, fresh faces overlooked & US LPs circling: this is what Europe’s Independent Sponsor market looks like in 2026

Highlights from Europe’s No1 Independent Sponsor gathering. 17 US LPs you should be pitching to right now. UK Indy Sponsor deal tear-down (HVAC!). ALSO: Last 5 seats left in the Rollup Bootcamp 📚

Alex Prokofjev
Alex Prokofjev
The Rollup of Tomorrow Vol.16: 50 deals per year & not slowing down. Ramsey Sahyoun on Evergreen’s M&A machine, capital allocation & AI-proof strategy

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May 14, 2026

The Rollup of Tomorrow Vol.16: 50 deals per year & not slowing down. Ramsey Sahyoun on Evergreen’s M&A machine, capital allocation & AI-proof strategy

“If the founder is looking to retire, we will find a successor. If the founder is looking to get to the next level, we can help with that too. We recruit someone into every business we acquire”. PLUS: Rollup Bootcamp 60% now sold 🏋 Are you in?

Alex Prokofjev
Alex Prokofjev
Volati is an unloved HoldCo that happens to own the world’s best label printing rollup - and some meh assets. How come and what now?

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May 7, 2026

Volati is an unloved HoldCo that happens to own the world’s best label printing rollup - and some meh assets. How come and what now?

20%+ margins, 30%+ ROCE & just getting started. The story of Ettiketto, a cash flow beast hidden inside a shape-shifting Swedish HoldCo. PLUS: Rollup Bootcamp is back! Applications for the June ‘26 Cohort now open 🚨

Alex Prokofjev
Alex Prokofjev
Rollup Bootcamp is back! June 2026 Cohort - SOLD OUT 🚨

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May 6, 2026

Rollup Bootcamp is back! June 2026 Cohort - SOLD OUT 🚨

From idea → investable thesis in 6 weeks

Alex Prokofjev
Alex Prokofjev
Surrender to the machines - or keep fighting? In the trenches with PE firms rushing to AI-proof their software portfolios

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May 3, 2026

Surrender to the machines - or keep fighting? In the trenches with PE firms rushing to AI-proof their software portfolios

Tidbits from a PE powwow in Berlin. Fireside chat with the COO of Europe’s No.1 VMS acquirer. BONUS: Pep talk by the mastermind of Germany’s stunning ‘23 Basketball World Cup victory.

Alex Prokofjev
Alex Prokofjev
The Rollup of Tomorrow Vol.15: What’s up with folks buying accounting firms? Vlad Komnenović from Numeris opens up the books

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Apr 30, 2026

The Rollup of Tomorrow Vol.15: What’s up with folks buying accounting firms? Vlad Komnenović from Numeris opens up the books

Two self-funded searchers land a €30M ($35M) investment from Strada. Then, build a $30M revenue accounting group in <1 year. Next: gunning for a top 10 spot in France

Alex Prokofjev
Alex Prokofjev
We spent a week among management consultants chasing Germany’s blue-collar succession dream. 3 things we learnt

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Apr 26, 2026

We spent a week among management consultants chasing Germany’s blue-collar succession dream. 3 things we learnt

Europe’s biggest bargain sale in 30+ years is underway. Who will be the winners?

Alex Prokofjev
Alex Prokofjev
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