Latest Posts

The Rollup of Tomorrow Vol 11. Aspira Partners: The journey from an employee to a Fund GP - in 5 years & with an Independent Sponsor adventure in between

The Rollup of Tomorrow Vol 11. Aspira Partners: The journey from an employee to a Fund GP - in 5 years & with an Independent Sponsor adventure in between

Who said the Nordics are too competitive? "If it's not a 4x MOIC, it's not a case for Aspira" - Andreas Bruzelius, Aspira CEO

Alex Prokofjev
Alex Prokofjev
Strange bedfellows or a match made in heaven? VC & “Trad PE” money is pouring into HoldCos: why and on what terms?

Strange bedfellows or a match made in heaven? VC & “Trad PE” money is pouring into HoldCos: why and on what terms?

INSIDE: Deep-dives on Venmark and Raptor - new kids on the block backed by atypical investors. PLUS: How General Catalyst prices AI rollups.

Alex Prokofjev
Alex Prokofjev
6 years, 400x equity value to $500M+. The incredible story of Steer Automotive, Britain’s collision repair colossus

6 years, 400x equity value to $500M+. The incredible story of Steer Automotive, Britain’s collision repair colossus

Indy Sponsor return math: $900K -> $13M. In 3 years. PLUS: What to expect from the Redeye March conference - Europe's biggest and best HoldCo gathering

Alex Prokofjev
Alex Prokofjev
These family problems aren't going away! What can we learn from the decade-long PE adventure of Stowe Family Law?

These family problems aren't going away! What can we learn from the decade-long PE adventure of Stowe Family Law?

Under Livingbridge's ownership, Stowe grew 5x to become the UK’s dominant family law practice. How come the Sponsor didn't make a killing then? PLUS: Meet Rollup Bootcamp’s teachers!

Alex Prokofjev
Alex Prokofjev
The Rollup of Tomorrow Vol 10. Kaspar Companies: Guns, Saddles & Bullion - a uniquely resilient 127-year old Texas HoldCo

The Rollup of Tomorrow Vol 10. Kaspar Companies: Guns, Saddles & Bullion - a uniquely resilient 127-year old Texas HoldCo

Jason Kaspar took over family HoldCo after a successful Wall St career. His views on capital allocation, the AI opportunity - and more

Alex Prokofjev
Alex Prokofjev
The Rollup of Tomorrow Vol 9. Valsoft: 10 years to build a 130+ company Vertical Market Software empire

The Rollup of Tomorrow Vol 9. Valsoft: 10 years to build a 130+ company Vertical Market Software empire

Mo Firouzabadian, an EVP at Valsoft, on buying and operating mission-critical software businesses - and pushing towards the $1B revenue mark

Pavel Prokofiev
Pavel Prokofiev
Private Equity professionals are leaving in droves to set up “Independent Sponsors”. What are these - and should you start one?

Private Equity professionals are leaving in droves to set up “Independent Sponsors”. What are these - and should you start one?

Bonus: Indy Sponsor platform tear-down! An insurance brokerage rollup in Italy 🇮🇹 (started by a German and an Australian based out of Zurich)

Alex Prokofjev
Alex Prokofjev
The Rollup of Tomorrow Vol.8. EterniTeam: Germany’s Succession Saviour - one SME acquisition at a time

The Rollup of Tomorrow Vol.8. EterniTeam: Germany’s Succession Saviour - one SME acquisition at a time

After seeing a family business struggle post-sale, Matthias Wilrich founded EterniTeam to pursue succession investing the thoughtful way. How’s he faring so far?

Alex Prokofjev
Alex Prokofjev
Do sponsorless rollups stand a chance against PE-backed rivals? And other insights from our biggest-ever Serial Acquirers Summit

Do sponsorless rollups stand a chance against PE-backed rivals? And other insights from our biggest-ever Serial Acquirers Summit

Inside: War stories from 2 rollup founders with 9-figure exits. How Chapters Group keeps prices up and AI disruption risk down. Accountancy rollups beyond the hype!

Alex Prokofjev
Alex Prokofjev
Bending Spoons: the lean, mean M&A machine approaching IPO & $1B EBITDA. 4 ways in which the story can evolve

Bending Spoons: the lean, mean M&A machine approaching IPO & $1B EBITDA. 4 ways in which the story can evolve

Is Bending Spoons Europe’s answer to Constellation Software? PLUS: 3 acquisition tear-downs

Alex Prokofjev
Alex Prokofjev
Teamshares wants to dominate America’s SMB succession game - but do the numbers add up? 5 observations after digging through the SPAC docs

Teamshares wants to dominate America’s SMB succession game - but do the numbers add up? 5 observations after digging through the SPAC docs

Inside: Röko vs. Teamshares side-by-side. Warning: not investment advice!

Alex Prokofjev
Alex Prokofjev
Rollups from Hell Vol.3 - Thrasio: ATM for the founders with an Amazon side hustle

Rollups from Hell Vol.3 - Thrasio: ATM for the founders with an Amazon side hustle

200 acquisitions + $450M “fat finger” inventory order = burn through $3.4B to generate $300M revenue. WARNING: based on claims by the Trustees of the Thrasio Legacy Trust

Pavel Prokofiev
Alex Prokofjev
Pavel Prokofiev, +1
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