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Meet NGTG: the Danaher of Japan riding the SMB succession bonanza

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Mar 27, 2025

Meet NGTG: the Danaher of Japan riding the SMB succession bonanza

3+ million businesses, average owner age: 62. But no cold outreach please ✋

Alex Prokofjev
Pavel Prokofiev
Alex Prokofjev, +1
Redeye 2025 Serial Acquirers Conference - Day 2 notes. Röko, Addnode, Vitec, Sator, Grove - and more

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Mar 19, 2025

Redeye 2025 Serial Acquirers Conference - Day 2 notes. Röko, Addnode, Vitec, Sator, Grove - and more

Nuggets of wisdom from serial acquirer CEOs representing $60B in market cap. Inside an Autodesk partner rollup. Röko: cocky or confident?

Alex Prokofjev
Alex Prokofjev
Redeye 2025 Serial Acquirers Conference - Day 1 notes. Hasko Invest, NGTG of Japan, Cicor

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Mar 18, 2025

Redeye 2025 Serial Acquirers Conference - Day 1 notes. Hasko Invest, NGTG of Japan, Cicor

The world’s best performing listed HoldCo. Swedish IPO Class of 2026. A rollup play on Europe’s rearmament theme ⚔️

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

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Mar 13, 2025

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
AI Not Like Us! I’m not sure what AppLovin does - but I know how it got here

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Mar 6, 2025

AI Not Like Us! I’m not sure what AppLovin does - but I know how it got here

Applovin's money machine is the short sellers' envy

Alex Prokofjev
Alex Prokofjev
4 things I learnt researching business services rollups

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Mar 4, 2025

4 things I learnt researching business services rollups

Alex Prokofjev
Alex Prokofjev
Acquisition closed. How do you stop the assets from walking out of the door? Insights from our Business Services Summit

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Feb 28, 2025

Acquisition closed. How do you stop the assets from walking out of the door? Insights from our Business Services Summit

Alex Prokofjev
Alex Prokofjev
Landscaping roll-ups: PE's new frontier or a thorny proposition?

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Feb 25, 2025

Landscaping roll-ups: PE's new frontier or a thorny proposition?

Bonus: Idverde and Green Landscaping Group tear-downs

Pavel Prokofiev
Pavel Prokofiev
Are photovoltaic / heat pump installation rollups like 1komma5° worth the crazy valuations placed on them?

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Feb 20, 2025

Are photovoltaic / heat pump installation rollups like 1komma5° worth the crazy valuations placed on them?

Alex Prokofjev
Alex Prokofjev
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