All Posts

Jul 9, 2026

80 is the new 45! What the Working Capital Arms Race reveals about the shifting priorities of Sweden’s smartest HoldCos

In 20 years, Lagercrantz increased sales 6x+, cash flow 17x & share price 80x. The playbook? Shifting from distribution to product businesses - and constantly improving them. We show you exactly how they did it.

Alex Prokofjev

Jul 2, 2026

Liquid Gold in them blue barrels! How Belgium's Quatra rolled up Europe’s Used Cooking Oil industry - while Private Equity got fried

70+ acquisitions, €300M revenue & the smartest play on "sustainable flying" - but for how long can Quatra remain family-owned? BONUS: We've teamed up with Christopher and Flo from Legacy Partners. Maybe you should too?

Alex Prokofjev

Jun 25, 2026

7 years, 5 exits, 6.8x gross MOIC: is Alexander Preussner Germany’s top-performing Independent Sponsor?

At 30, Alex channelled his frustration with midcap PE into building a deal-by-deal powerhouse that he called NGC Nachfolgekapital. Here’s how he did it.

Alex Prokofjev

Jun 19, 2026

Italy is calling - for real this time! Two days in Milan mapping Europe’s hottest (quite literally) succession market

Bakeries, chauffeur fleets, HVAC: a peek inside Fabio Nalucci’s rollup empire. A search funder’s 2.5-year toil culminates in a 4-way merger. Also: big thanks to Strada and Orrick!

Alex Prokofjev

Jun 14, 2026

1/10th SpaceX's multiple but 2x Constellation’s: is the Bending Spoons IPO good value?

Insights from the IPO prospectus. BONUS: AOL generates 50% of Bending’s EBITDA. What does it actually do?

Alex Prokofjev

Jun 11, 2026

From $6M to $1B market cap - and back down to $400M. Why have investors soured on Judges Scientific, a totemic British HoldCo?

A storied acquirer of scientific instrument businesses sees cash flows plunge by half, blames external factors. Is there more to the story? Rollupeurope investigates.

Alex Prokofjev

Jun 4, 2026

The Rollup of Tomorrow Vol.17: Strada's reinvention from midcap software PE to Europe's rollup champion. 2.5 years, 500 applicants, 10 live platforms

“We only partner with the people who’ve crossed the bridge”. Bart Wouters talks LV8, Strada’s EIR programme, and keeping its “graduation rate” above 80%.

Alex Prokofjev

May 28, 2026

Lotus Bakeries: 12 billion reasons investors love the “Oreo nemesis” that has returned 243x in 26 years

A speculoos-flavoured, family-owned compounder dead-set on global cookie dominance.

Alex Prokofjev

May 21, 2026

13x growth, fresh faces overlooked & US LPs circling: this is what Europe’s Independent Sponsor market looks like in 2026

Highlights from Europe’s No1 Independent Sponsor gathering. 17 US LPs you should be pitching to right now. UK Indy Sponsor deal tear-down (HVAC!)

Alex Prokofjev

All Posts

80 is the new 45! What the Working Capital Arms Race reveals about the shifting priorities of Sweden’s smartest HoldCos

Liquid Gold in them blue barrels! How Belgium's Quatra rolled up Europe’s Used Cooking Oil industry - while Private Equity got fried

7 years, 5 exits, 6.8x gross MOIC: is Alexander Preussner Germany’s top-performing Independent Sponsor?

Italy is calling - for real this time! Two days in Milan mapping Europe’s hottest (quite literally) succession market

1/10th SpaceX's multiple but 2x Constellation’s: is the Bending Spoons IPO good value?

From $6M to $1B market cap - and back down to $400M. Why have investors soured on Judges Scientific, a totemic British HoldCo?

The Rollup of Tomorrow Vol.17: Strada's reinvention from midcap software PE to Europe's rollup champion. 2.5 years, 500 applicants, 10 live platforms

Lotus Bakeries: 12 billion reasons investors love the “Oreo nemesis” that has returned 243x in 26 years

13x growth, fresh faces overlooked & US LPs circling: this is what Europe’s Independent Sponsor market looks like in 2026

RollUpEurope