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The Rollup of Tomorrow Vol.20: 3 years, 20 HVAC acquisitions, €85M revenue. Meet SATEP - the French “Artisans of Energy Transition”

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Sep 17, 2026

The Rollup of Tomorrow Vol.20: 3 years, 20 HVAC acquisitions, €85M revenue. Meet SATEP - the French “Artisans of Energy Transition”

Louis-Clair François-Poncet on why heat pumps are the future; earning the trust of 50-year old plumbers; and acing SEO to unlock 15% organic growth. BONUS: Serial Acquirer Summit + Bootcamp sold out. Don’t worry, here’s our Q4 conference calendar.

Alex Prokofjev
Alex Prokofjev
A postcard from IPEM: 300 PE firms in tiny booths... Time for a new adventure? A crash course for breaking into the Independent Sponsor world

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Sep 12, 2026

A postcard from IPEM: 300 PE firms in tiny booths... Time for a new adventure? A crash course for breaking into the Independent Sponsor world

INSIDE: IPEM conference highlights + a preview of Autumn ‘26 interview series (Rolling up Italian pharmacies and French HVACs, Simago’s early days). ALSO: Final days to apply to the Rollup Bootcamp!

Alex Prokofjev
Alex Prokofjev
Kicking that put/call down the road! How Phenna wins lab owners’ hearts + wallets, and stretches cash with rollovers

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Sep 3, 2026

Kicking that put/call down the road! How Phenna wins lab owners’ hearts + wallets, and stretches cash with rollovers

Interest- and dividend-free, Phenna’s seller rollovers are the envy of the town. How do they work & what are the risks? BONUS: <3 weeks until the next Rollup Bootcamp. Last few seats left!

Alex Prokofjev
Alex Prokofjev
200x EBITDA growth in 18 years... how come you're not smiling?! An overdue refresher on True Potential, Britain’s wealth management prodigy

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Aug 27, 2026

200x EBITDA growth in 18 years... how come you're not smiling?! An overdue refresher on True Potential, Britain’s wealth management prodigy

An early “AI rollup” nears $400M EBITDA, gets its knuckles rapped by a regulator. BONUS: Rollup Bootcamp is back - next cohort starts in 4 weeks. Last 5 seats left!

Alex Prokofjev
Alex Prokofjev
7 years, 0 to $1B+ revenue: a TICC rollup’s PHENNAmenal journey. Part 1 - the early years, the epitome of equity efficiency

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Aug 20, 2026

7 years, 0 to $1B+ revenue: a TICC rollup’s PHENNAmenal journey. Part 1 - the early years, the epitome of equity efficiency

How David Harrison and Paul Barry turned £10M of rollover equity into an £800M exit to PE. ALSO: September Serial Acquirer Summit now 70% sold.

Alex Prokofjev
Alex Prokofjev
Thank God for Rick Ross! How Lemon Pepper Holdings’ chicken shop experiment returned 20x

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Aug 13, 2026

Thank God for Rick Ross! How Lemon Pepper Holdings’ chicken shop experiment returned 20x

A rap track-inspired franchise rollout - pitched by a team with no track record. Two family offices said Why Not.

Alex Prokofjev
Alex Prokofjev
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”.

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
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