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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! Apply for the June 2026 Cohort - 10 seats left 🚨

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May 6, 2026

Rollup Bootcamp is back! Apply for the June 2026 Cohort - 10 seats left 🚨

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
6 years, 100x growth & a $600M exit: Safe Life’s heartstopping quest to build The Defibrillator Empire

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Apr 23, 2026

6 years, 100x growth & a $600M exit: Safe Life’s heartstopping quest to build The Defibrillator Empire

2 Swedish guys roll up a non-obvious market. Unlock an estimated $80M windfall for themselves (& 58% IRR for the Sponsor)... And keep going!

Alex Prokofjev
Alex Prokofjev
The Rollup of Tomorrow Vol.14: Bryan Rand on building a $400M revenue HoldCo & why he doesn’t subscribe to "blind Buffett worship"

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Apr 16, 2026

The Rollup of Tomorrow Vol.14: Bryan Rand on building a $400M revenue HoldCo & why he doesn’t subscribe to "blind Buffett worship"

No.1 reason why PE alums fail as Independent Sponsors. Operator incentives that work. What’s this obsession with shared services?

Alex Prokofjev
Alex Prokofjev
MSP M&A WDYT? 7 lessons from Evergreen on scaling from 0 -> $1.5B revenue & $250M EBITDA

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Apr 9, 2026

MSP M&A WDYT? 7 lessons from Evergreen on scaling from 0 -> $1.5B revenue & $250M EBITDA

How two 20-something Warren Buffett aficionados built an iconic IT Services rollup

Alex Prokofjev
Alex Prokofjev
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