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7 years, 7 platforms, €700M+ revenue: an afternoon with Around Partners to understand Belgium’s Independent Sponsor phenomenon

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Mar 26, 2026

7 years, 7 platforms, €700M+ revenue: an afternoon with Around Partners to understand Belgium’s Independent Sponsor phenomenon

Funeral parlours, dentistry, vet practices, property management... What will Around Partners consolidate next - and can they keep up with AI-powered rollups? PLUS: Serial Acquirer Summit coming to Munich on April 21st 🇩🇪 🥨

Alex Prokofjev
Alex Prokofjev
Can Swedish serial acquirers STILL drive outsized shareholder returns? And other insights from the 2026 Redeye Conference

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Mar 19, 2026

Can Swedish serial acquirers STILL drive outsized shareholder returns? And other insights from the 2026 Redeye Conference

That sinking feeling when everyone's suddenly obsessed with ROCE - and your aggregator doesn't have any :(

Alex Prokofjev
Alex Prokofjev
Who said what at the Redeye 2026 Serial Acquirer Conference? Notes from 12 company presentations

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Mar 18, 2026

Who said what at the Redeye 2026 Serial Acquirer Conference? Notes from 12 company presentations

INSIDE: Röko, Kelly Partners Group, Relais Group, Sdiptech, Diploma plc, Medcap, Volati, Addtech, Storskogen, Lagercrantz, Genda, Novedo

Alex Prokofjev
Alex Prokofjev
Is Sweden’s Röko the top-flight compounder it strives to be - or a growth equity shop in disguise? Cash flow insights from 24 portfolio companies over 10 years

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Mar 11, 2026

Is Sweden’s Röko the top-flight compounder it strives to be - or a growth equity shop in disguise? Cash flow insights from 24 portfolio companies over 10 years

Buried under 5ft of snow in a ski hut, we studied Röko’s portfolio, structuring playbook, and track record.

Alex Prokofjev
Alex Prokofjev
Why Bad Bunny's dating "playbook" is bad for fundraising - and other actionable insights to help you crush the rollup game

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Mar 5, 2026

Why Bad Bunny's dating "playbook" is bad for fundraising - and other actionable insights to help you crush the rollup game

Wisdom of 20+ investors in serial acquirers vs. dating tips from a Latin trap superstar

Alex Prokofjev
Alex Prokofjev
The Rollup of Tomorrow Vol. 13: Don’t worry about Constellation Software, it’ll be fine! A portfolio manager talks growth, customer focus & AI

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Feb 27, 2026

The Rollup of Tomorrow Vol. 13: Don’t worry about Constellation Software, it’ll be fine! A portfolio manager talks growth, customer focus & AI

Kanchan Java rapidly rose through the ranks after more than doubling revenue and profits at Charter, a 48-year old dealership VMS. Curious how she did it?

Pavel Prokofiev
Pavel Prokofiev
Are “HoldCos of HoldCos” Houses of Cards - or really clever capital allocators?

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Feb 20, 2026

Are “HoldCos of HoldCos” Houses of Cards - or really clever capital allocators?

Creative new ways to stretch the M&A dollar and to align buyer/seller incentives - by Constellation Software, Chapters Group and Röko

Alex Prokofjev
Alex Prokofjev
Eventbrite, Vimeo, Brightcove... Who’s next - and can you build a merger arb business out of Bending Spoons’ U.S. take-private rampage?

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Feb 12, 2026

Eventbrite, Vimeo, Brightcove... Who’s next - and can you build a merger arb business out of Bending Spoons’ U.S. take-private rampage?

Software investors are freaking out. Bending Spoons is cashed up. We’ve no idea what’s on their shopping list - so we asked AI!

Alex Prokofjev
Alex Prokofjev
The Rollup of Tomorrow Vol 12. 98% rejection rate & positively paranoid: meet Opera, a tenacious backer of Europe’s Independent Sponsors

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Feb 5, 2026

The Rollup of Tomorrow Vol 12. 98% rejection rate & positively paranoid: meet Opera, a tenacious backer of Europe’s Independent Sponsors

"We never discuss why a company is great because we see a lot of great companies. What we really focus on are the risks and what could kill a deal"

Alex Prokofjev
Alex Prokofjev
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