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What’s at stake? Inside the booming market in GP stakes investing

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Jan 12, 2024

What’s at stake? Inside the booming market in GP stakes investing

Recurring revenue, asset light, B2B client base... How do you feel about rolling up Private Equity firms?

Alex Prokofjev
Alex Prokofjev
REQ’s Serial Acquirers Primer: 300+ pages condensed into 5 insights

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Jan 11, 2024

REQ’s Serial Acquirers Primer: 300+ pages condensed into 5 insights

The only primer you will ever need

Alex Prokofjev
Alex Prokofjev
300%+ up, 90%+ down: the rollercoaster journey of Upland Software (UPLD)

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Dec 26, 2023

300%+ up, 90%+ down: the rollercoaster journey of Upland Software (UPLD)

It grew from <$1M to $300M revenue in 12 years. Then things went south

Alex Prokofjev
Alex Prokofjev
How lean is your HoldCo? Vol.2: Why we ❤️ ROIC

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Dec 14, 2023

How lean is your HoldCo? Vol.2: Why we ❤️ ROIC

INSIDE: framework to help you allocate capital

Pavel Prokofiev
Pavel Prokofiev
How lean is your HoldCo? Vol.1: Let go this much

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Dec 4, 2023

How lean is your HoldCo? Vol.1: Let go this much

Which functions should you centralize? And what outcomes to avoid?

Alex Prokofjev
Pavel Prokofiev
Alex Prokofjev, +1
Classify that! A glimpse into the $15B take-private of Adevinta

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Nov 29, 2023

Classify that! A glimpse into the $15B take-private of Adevinta

The online classifieds land grab is almost over. What now?

Alex Prokofjev
Alex Prokofjev
You can do it! A guide to breaking into rollups

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Nov 15, 2023

You can do it! A guide to breaking into rollups

Inside: rollup starter team / nailing interviews / building public profile

Alex Prokofjev
Alex Prokofjev
The 3 small-cap serial acquirers that took off big time

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Nov 2, 2023

The 3 small-cap serial acquirers that took off big time

Inside the playbooks of Chapters Group, Judges Scientific and Teqnion

Alex Prokofjev
Alex Prokofjev
SaaS rollup vanity metrics: Part 2

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Oct 31, 2023

SaaS rollup vanity metrics: Part 2

Invested capital, ROIC and hurdle rate. What are these and why do they matter?

Don Wharton
Pavel Prokofiev
Don Wharton, +1
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