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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
The state of play in HoldCos, search funds, and lower middle market investing - as heard at Capital Camp / Main Street Summit

The state of play in HoldCos, search funds, and lower middle market investing - as heard at Capital Camp / Main Street Summit

I flew to Missouri to attend a $6,000 conference. Was it worth it? You decide!

Alex Prokofjev
Alex Prokofjev
Rollups From Hell Vol.2 - Tiny Ltd: from Berkshire Hathaway dreams to a bombed-out internet HoldCo

Rollups From Hell Vol.2 - Tiny Ltd: from Berkshire Hathaway dreams to a bombed-out internet HoldCo

Andrew Wilkinson spent a decade assembling an empire of web design agencies, Shopify themes - and the odd DJ VMS. Investors are not impressed. What gives?

Alex Prokofjev
Alex Prokofjev
Rollups From Hell Vol.1 - Storskogen: the arsonist in Sweden’s Holy HoldCo Forest

Rollups From Hell Vol.1 - Storskogen: the arsonist in Sweden’s Holy HoldCo Forest

How to grow revenue 20x in 5 years, almost go bust & attract Thrasio level notoriety

Alex Prokofjev
Alex Prokofjev
34x growth in 14 years & a $3B+ exit to Blackrock. Meet Preqin: the private markets data compounder

34x growth in 14 years & a $3B+ exit to Blackrock. Meet Preqin: the private markets data compounder

How to sell to Private Equity without selling out to Private Equity. PLUS: a longtime BDR that made $11M

Alex Prokofjev
Alex Prokofjev
Peak Leonard or AI Hedge? 3 existential risks to Constellation Software in the Age of AI

Peak Leonard or AI Hedge? 3 existential risks to Constellation Software in the Age of AI

What can we learn from a $5M revenue, 36 year old French revenue water billing VMS?

Pavel Prokofiev
Pavel Prokofiev
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