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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
SaaS rollup vanity metrics: Part 1

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Oct 29, 2023

SaaS rollup vanity metrics: Part 1

Why TAM, "Rule of 40" and synergies are at best misleading metrics

Don Wharton
Pavel Prokofiev
Don Wharton, +1
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