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The Rollup of Tomorrow Vol 1. Empower Technical Services: building the "Comfort Systems of the UK"

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Jul 10, 2025

The Rollup of Tomorrow Vol 1. Empower Technical Services: building the "Comfort Systems of the UK"

A trader, a hedgie and a buyout pro raise £40M to acquire British engineering businesses. What’s the plan?

Alex Prokofjev
Alex Prokofjev
Anesthesia rollups: Lambos for the physicians, nightmares for the insurers?

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Jul 3, 2025

Anesthesia rollups: Lambos for the physicians, nightmares for the insurers?

How US Anesthesia Partners cornered Texas - and found itself in the regulators' crosshairs

Pavel Prokofiev
Pavel Prokofiev
Tikedo: the Italian search fund printing labels, deals and serious cash flows

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Jun 26, 2025

Tikedo: the Italian search fund printing labels, deals and serious cash flows

A searcher buys a €6M revenue business. Unlocks an estimated €20M+ carry in <4 years. Keeps going!

Alex Prokofjev
Alex Prokofjev
5 telltale signs you are wasting time on a “traditional” business

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Jun 19, 2025

5 telltale signs you are wasting time on a “traditional” business

Please stop sending LOIs with [ ]s for Net Working Capital!

Alex Prokofjev
Alex Prokofjev
How Constellation Software wins deals and keeps talent - while remaining ultra-frugal

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Jun 12, 2025

How Constellation Software wins deals and keeps talent - while remaining ultra-frugal

The US mortgage analytics provider Optimal Blue traded for $2.9B in 2022. A year later, CSU got it for $200M upfront. How come?

Alex Prokofjev
Pavel Prokofiev
Alex Prokofjev, +1
That Vintage didn't age well! How to torch $600 million rolling up wineries

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Jun 5, 2025

That Vintage didn't age well! How to torch $600 million rolling up wineries

Inside Vintage Wine Estates’ bizarre strategy of buying - and annihilating wine brands

Alex Prokofjev
Alex Prokofjev
When is it OK to stalk business owners? Synacti’s journey from 0 to Software Acquisition #1

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Jun 3, 2025

When is it OK to stalk business owners? Synacti’s journey from 0 to Software Acquisition #1

Alex Prokofjev
Alex Prokofjev
23.5 Degrees: the world’s first Starbucks franchisee that crowdfunded to a 9x exit

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May 29, 2025

23.5 Degrees: the world’s first Starbucks franchisee that crowdfunded to a 9x exit

There’s big bucks in Drive Thru coffee

Alex Prokofjev
Alex Prokofjev
Did too much PE money kill the U.S. car wash golden goose?

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May 22, 2025

Did too much PE money kill the U.S. car wash golden goose?

Private Equity made 80x cumulative return with Mister Car Wash. How come the IPO investors were taken to the cleaners?

Alex Prokofjev
Pavel Prokofiev
Alex Prokofjev, +1
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