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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
Leaky taps and insurance: how HomeServe built a $2B revenue HVAC rollup... and why public markets couldn't handle it

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Feb 13, 2025

Leaky taps and insurance: how HomeServe built a $2B revenue HVAC rollup... and why public markets couldn't handle it

Alex Prokofjev
Alex Prokofjev
Keeping it cool after 120 deals: Lineage Inc. and the art of cold storage compounding

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Feb 6, 2025

Keeping it cool after 120 deals: Lineage Inc. and the art of cold storage compounding

2 PE guys, aged 30, buy an old warehouse. End up with a $20B empire.

Alex Prokofjev
Alex Prokofjev
How fire safety rollups actually make money: a close-up look at Churches Fire & Security

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Jan 30, 2025

How fire safety rollups actually make money: a close-up look at Churches Fire & Security

Forget McKinsey! Actionable insights gleaned from 1-star & 5-star customer reviews

Alex Prokofjev
Alex Prokofjev
In a world on fire, are fire safety rollups easy money?

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Jan 23, 2025

In a world on fire, are fire safety rollups easy money?

Alex Prokofjev
Alex Prokofjev
Get there before the Patagonia Bros: 3 rollup verticals where multiples are still low

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Jan 20, 2025

Get there before the Patagonia Bros: 3 rollup verticals where multiples are still low

Have you thought of building starter rollups for Private Equity?

Alex Prokofjev
Alex Prokofjev
Moonbug's 4-year sprint to a $3 billion exit: the deal that fuelled the YouTube Gold Rush

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Jan 15, 2025

Moonbug's 4-year sprint to a $3 billion exit: the deal that fuelled the YouTube Gold Rush

It started with a lawsuit over an appropriated deal lead. It ended with a blockbuster exit to a Blackstone-backed aggregator - in the middle of Covid.

Alex Prokofjev
Alex Prokofjev
Who said miracles don’t happen in ecommerce? Inside Carbon6’s stunning $210M exit to SPS Commerce

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Jan 7, 2025

Who said miracles don’t happen in ecommerce? Inside Carbon6’s stunning $210M exit to SPS Commerce

Alex Prokofjev
Alex Prokofjev
A rollup in rehab. Who's to blame for Ensora Health / Therapy Brands’ descent from unicorn to sub investment grade?

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Jan 2, 2025

A rollup in rehab. Who's to blame for Ensora Health / Therapy Brands’ descent from unicorn to sub investment grade?

SMB clients + 10x leverage + cyber attack = 💔

Alex Prokofjev
Pavel Prokofiev
Alex Prokofjev, +1
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