All Posts

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

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

Apr 3, 2026

A dispatch from New York City 🇺🇸 🗽 160 U.S. serial acquirers and investors in the room. What did they talk about?

INSIDE: Bryan Rand’s learnings from building a $400M revenue HoldCo. We've heard about Shore - the GOAT of lower mid-market PE... but Shore the Search Fund investor? Philosophical + money reasons to raise from Reef Pass / Telos North vs. PE

Alex Prokofjev

Mar 26, 2026

7 years, 7 platforms, €700M+ revenue: an afternoon with Around Partners to understand Belgium’s Independent Sponsor phenomenon

Funeral parlours, dentistry, vet practices, property management... What will Around Partners consolidate next - and can they keep up with AI-powered rollups?

Alex Prokofjev

Mar 19, 2026

Can Swedish serial acquirers STILL drive outsized shareholder returns? And other insights from the 2026 Redeye Conference

That sinking feeling when everyone's suddenly obsessed with ROCE - and your aggregator doesn't have any :(

Alex Prokofjev

Mar 18, 2026

Who said what at the Redeye 2026 Serial Acquirer Conference? Notes from 12 company presentations

INSIDE: Röko, Kelly Partners Group, Relais Group, Sdiptech, Diploma plc, Medcap, Volati, Addtech, Storskogen, Lagercrantz, Genda, Novedo

Alex Prokofjev

Mar 11, 2026

Is Sweden’s Röko the top-flight compounder it strives to be - or a growth equity shop in disguise? Cash flow insights from 24 portfolio companies over 10 years

Buried under 5ft of snow in a ski hut, we studied Röko’s portfolio, structuring playbook, and track record.

Alex Prokofjev

Mar 5, 2026

Why Bad Bunny's dating "playbook" is bad for fundraising - and other actionable insights from our March '26 Serial Acquirer Summit in London

Wisdom of 20+ investors in serial acquirers vs. dating tips from a Latin trap superstar

Alex Prokofjev

Feb 27, 2026

The Rollup of Tomorrow Vol. 13: Don’t worry about Constellation Software, it’ll be fine! A portfolio manager talks growth, customer focus & AI

Kanchan Java rapidly rose through the ranks after more than doubling revenue and profits at Charter, a 48-year old dealership VMS. Curious how she did it?

Pavel Prokofiev

All Posts

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

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

A dispatch from New York City 🇺🇸 🗽 160 U.S. serial acquirers and investors in the room. What did they talk about?

7 years, 7 platforms, €700M+ revenue: an afternoon with Around Partners to understand Belgium’s Independent Sponsor phenomenon

Can Swedish serial acquirers STILL drive outsized shareholder returns? And other insights from the 2026 Redeye Conference

Who said what at the Redeye 2026 Serial Acquirer Conference? Notes from 12 company presentations

Is Sweden’s Röko the top-flight compounder it strives to be - or a growth equity shop in disguise? Cash flow insights from 24 portfolio companies over 10 years

Why Bad Bunny's dating "playbook" is bad for fundraising - and other actionable insights from our March '26 Serial Acquirer Summit in London

The Rollup of Tomorrow Vol. 13: Don’t worry about Constellation Software, it’ll be fine! A portfolio manager talks growth, customer focus & AI

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