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

4 things I learnt researching business services rollups

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

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

Bonus: Idverde and Green Landscaping Group tear-downs

Are photovoltaic / heat pump installation rollups like 1komma5° worth the crazy valuations placed on them?

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

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.

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

In a world on fire, are fire safety rollups easy money?