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Walking away from a $6M/y job to build a $600M+ revenue HoldCo. Our take on Röko, Sweden's newest unicorn

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Mar 13, 2025

Walking away from a $6M/y job to build a $600M+ revenue HoldCo. Our take on Röko, Sweden's newest unicorn

Lifco CEO thought he was underpaid. He was right!

Alex Prokofjev
Alex Prokofjev
AI Not Like Us! I’m not sure what AppLovin does - but I know how it got here

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Mar 6, 2025

AI Not Like Us! I’m not sure what AppLovin does - but I know how it got here

Applovin's money machine is the short sellers' envy

Alex Prokofjev
Alex Prokofjev
4 things I learnt researching business services rollups

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Mar 4, 2025

4 things I learnt researching business services rollups

Alex Prokofjev
Alex Prokofjev
Acquisition closed. How do you stop the assets from walking out of the door? Insights from our Business Services Summit

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Feb 28, 2025

Acquisition closed. How do you stop the assets from walking out of the door? Insights from our Business Services Summit

Alex Prokofjev
Alex Prokofjev
Landscaping roll-ups: PE's new frontier or a thorny proposition?

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Feb 25, 2025

Landscaping roll-ups: PE's new frontier or a thorny proposition?

Bonus: Idverde and Green Landscaping Group tear-downs

Pavel Prokofiev
Pavel Prokofiev
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

A throwback to an era when $500M EBITDA Techical Services businesses could be taken private for *checks notes* 13x

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
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