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The Rollup of Tomorrow Vol.19: Dyfan Williams on exits to Vista and Thoma Bravo & other learnings from 25 years in Payments M&A

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Aug 6, 2026

The Rollup of Tomorrow Vol.19: Dyfan Williams on exits to Vista and Thoma Bravo & other learnings from 25 years in Payments M&A

“The pattern I expect to hold is newer companies buying traditional ones for the customer base and the distribution: the hardest thing to build and the easiest thing to buy”. ALSO: 24th September conference now 45% sold + interviewing for the Bootcamp September Cohort.

Alex Prokofjev
Alex Prokofjev
In the hunt for the “next Bending Spoons”, embedded insurance and payments can make scuffed SaaS and ecommerce shine again

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Jul 30, 2026

In the hunt for the “next Bending Spoons”, embedded insurance and payments can make scuffed SaaS and ecommerce shine again

Chris Bayley wants you to know that 30% of Best Buy profits come from extended warranties. Why did Constellation just buy a busted restaurant POS? ALSO: September Summit ON SALE.

Alex Prokofjev
Alex Prokofjev
Teamshares, a VC-backed HoldCo, has narrowly escaped a Greenlandic Norse-style wipeout. How - and what now?

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Jul 23, 2026

Teamshares, a VC-backed HoldCo, has narrowly escaped a Greenlandic Norse-style wipeout. How - and what now?

Teamshares has defied naysayers by cutting debt, levelling up the M&A game, and going public. Now, more VCs are piling into the HoldCo game.

Alex Prokofjev
Alex Prokofjev
The Rollup of Tomorrow Vol.18: Piotr Smoleń wants to roll up Polish accountancies, €1M ARR at a time. Why is this a good idea?

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Jul 16, 2026

The Rollup of Tomorrow Vol.18: Piotr Smoleń wants to roll up Polish accountancies, €1M ARR at a time. Why is this a good idea?

From handling payroll for gig economy to building CEE’s dominant Back Office vertical agent - with a rollup in-between. BONUS: Stop tokenmaxxing - use Towards AI to ramp org productivity!

Alex Prokofjev
Alex Prokofjev
80 is the new 45! What the Working Capital Arms Race reveals about the shifting priorities of Sweden’s smartest HoldCos

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Jul 9, 2026

80 is the new 45! What the Working Capital Arms Race reveals about the shifting priorities of Sweden’s smartest HoldCos

In 20 years, Lagercrantz increased sales 6x+, cash flow 17x & share price 80x. The playbook? Shifting from distribution to product businesses - and constantly improving them. We show you exactly how they did it.

Alex Prokofjev
Alex Prokofjev
Liquid Gold in them blue barrels! How Belgium's Quatra rolled up Europe’s Used Cooking Oil industry - while Private Equity got fried

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Jul 2, 2026

Liquid Gold in them blue barrels! How Belgium's Quatra rolled up Europe’s Used Cooking Oil industry - while Private Equity got fried

70+ acquisitions, €300M revenue & the smartest play on "sustainable flying" - but for how long can Quatra remain family-owned? BONUS: We've teamed up with Christopher and Flo from Legacy Partners. Maybe you should too?

Alex Prokofjev
Alex Prokofjev
7 years, 5 exits, 6.8x gross MOIC: is Alexander Preussner Germany’s top-performing Independent Sponsor?

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Jun 25, 2026

7 years, 5 exits, 6.8x gross MOIC: is Alexander Preussner Germany’s top-performing Independent Sponsor?

At 30, Alex channelled his frustration with midcap PE into building a deal-by-deal powerhouse that he called NGC Nachfolgekapital. Here’s how he did it.

Alex Prokofjev
Alex Prokofjev
Italy is calling - for real this time! Two days in Milan mapping Europe’s hottest (quite literally) succession market

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Jun 19, 2026

Italy is calling - for real this time! Two days in Milan mapping Europe’s hottest (quite literally) succession market

Bakeries, chauffeur fleets, HVAC: a peek inside Fabio Nalucci’s rollup empire. A search funder’s 2.5-year toil culminates in a 4-way merger. Also: big thanks to Strada and Orrick!

Alex Prokofjev
Alex Prokofjev
1/10th SpaceX's multiple but 2x Constellation’s: is the Bending Spoons IPO good value?

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Jun 14, 2026

1/10th SpaceX's multiple but 2x Constellation’s: is the Bending Spoons IPO good value?

Insights from the IPO prospectus. BONUS: AOL generates 50% of Bending’s EBITDA. What does it actually do?

Alex Prokofjev
Alex Prokofjev
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