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Hold It - Don't Drop It - Don't Stop It! Why Long Term Hold is this decade’s hottest investment trend

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Oct 9, 2025

Hold It - Don't Drop It - Don't Stop It! Why Long Term Hold is this decade’s hottest investment trend

Inside: the most elaborate carried interest formula you’ll find on the internet

Alex Prokofjev
Alex Prokofjev
The Rollup of Tomorrow Vol 7. Uncomplicated Group: Walk away from a corporate career to build an Injection Moulding Empire

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Oct 2, 2025

The Rollup of Tomorrow Vol 7. Uncomplicated Group: Walk away from a corporate career to build an Injection Moulding Empire

In 2 years, Steve Lawrence has acquired 5 injection moulding businesses from retiring owners - without outside equity. Want to know how he did it?

Pavel Prokofiev
Pavel Prokofiev
<3 years, a €525M exit, 10x sponsor MOIC. We X-rayed Simago, the radiology rollup that galvanised the French rollup mania

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Sep 25, 2025

<3 years, a €525M exit, 10x sponsor MOIC. We X-rayed Simago, the radiology rollup that galvanised the French rollup mania

OUI à la financiarisation du système de santé! 🩻 🇫🇷

Alex Prokofjev
Alex Prokofjev
The Rollup of Tomorrow Vol 6. NED Holdings: Distressed SaaS investing without a big fat fund behind you

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Sep 18, 2025

The Rollup of Tomorrow Vol 6. NED Holdings: Distressed SaaS investing without a big fat fund behind you

Stephen Whyte sold his business to PE. Now he’s buying SaaS companies out of insolvency for as low as .1x revenue - and keeping them

Pavel Prokofiev
Pavel Prokofiev
AI rollups are real - but so is the hype surrounding them! Insights from our debut “AI in Rollups” Deal Summit

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Sep 12, 2025

AI rollups are real - but so is the hype surrounding them! Insights from our debut “AI in Rollups” Deal Summit

Inside: Dwelly, Unaric, Ralph...more Hawk Infinity!

Alex Prokofjev
Alex Prokofjev
Missed out on crypto, tempted by AI rollups? 2 leading VCs explain the latest craze - and why it’s here to stay

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Sep 4, 2025

Missed out on crypto, tempted by AI rollups? 2 leading VCs explain the latest craze - and why it’s here to stay

Jokes aside: a primer on which industries are ripe for AI rollups - and how to market yours to VCs

Alex Prokofjev
Alex Prokofjev
Chapters Group: how to build a billion-dollar search fund investor

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Aug 28, 2025

Chapters Group: how to build a billion-dollar search fund investor

The alchemy behind 10x share price growth is figuring out how to build a serial acquirer factory - with American money

Alex Prokofjev
Alex Prokofjev
The Rollup of Tomorrow Vol. 5. Hawk Infinity: 30x value growth in 5 years - in a “crowded” sector

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Aug 21, 2025

The Rollup of Tomorrow Vol. 5. Hawk Infinity: 30x value growth in 5 years - in a “crowded” sector

From i-banking to running a $150M EBITDA VMS powerhouse. Joakim Karlsen talks about his career - and why the Hawk Infinity model is highly scalable

Alex Prokofjev
Alex Prokofjev
The Rollup of Tomorrow Vol. 4. Lindbergh: The Italian HVAC rollup that wants to cool your villa!

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Aug 14, 2025

The Rollup of Tomorrow Vol. 4. Lindbergh: The Italian HVAC rollup that wants to cool your villa!

Italy is a) boiling hot for half the year and b) is home to 13,000 HVAC businesses. Finally, someone put the two together!

Alex Prokofjev
Alex Prokofjev
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