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? PLUS: NYC Conference on March 31!

The Rollup of Tomorrow Vol 9. Valsoft: 10 years to build a 130+ company Vertical Market Software empire

Mo Firouzabadian, an EVP at Valsoft, on buying and operating mission-critical software businesses - and pushing towards the $1B revenue mark

Rollups from Hell Vol.3 - Thrasio: ATM for the founders with an Amazon side hustle

200 acquisitions + $450M “fat finger” inventory order = burn through $3.4B to generate $300M revenue. WARNING: based on claims by the Trustees of the Thrasio Legacy Trust

Peak Leonard or AI Hedge? 3 existential risks to Constellation Software in the Age of AI

What can we learn from a $5M revenue, 36 year old French revenue water billing VMS?

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?

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

Inside a 30 year old ERP growing 30%, running on 30% margins - and owned by Constellation Software of course

In 2019, CSU paid $5M for Akuiteo: an ageing French software business. Since then, Akuiteo’s profits have grown 7-fold. How did this happen?

Anesthesia rollups: Lambos for the physicians, nightmares for the insurers?

How US Anesthesia Partners cornered Texas - and found itself in the regulators' crosshairs

How Constellation Software wins deals and keeps talent - while remaining ultra-frugal

The US mortgage analytics provider Optimal Blue traded for $2.9B in 2022. A year later, CSU got it for $200M upfront. How come?

Did too much PE money kill the U.S. car wash golden goose?

Private Equity made 80x cumulative return with Mister Car Wash. How come the IPO investors were taken to the cleaners?

Codebase giving you Reagan era vibes? Don't freak out! Software Technical Debt 101

A Dealmaker’s guide to technical debt in software M&A

AI took your Sales job? Become a software M&A originator!

Deal sourcing primer - from the world's most successful software aggregators

Is revenue concentration a show-stopper in SaaS M&A? Not with our DD guide!

Meet NGTG: the Danaher of Japan riding the SMB succession bonanza

3+ million businesses, average owner age: 62. But no cold outreach please ✋

Landscaping roll-ups: PE's new frontier or a thorny proposition?

Bonus: Idverde and Green Landscaping Group tear-downs

A rollup in rehab. Who's to blame for Ensora Health / Therapy Brands’ descent from unicorn to sub investment grade?

SMB clients + 10x leverage + cyber attack = 💔

Rollupeurope's greatest hits of 2024 - and what to look forward to in 2025

Our New Year's gift: top 10 articles, ranked by you 🎄

"Stranded" Software: Great Opportunity or a Fool's Bargain?

There is a sale on for VC-backed SaaS. Here’s a checklist to determine which ones are worth salvaging

Buscar como boss! Ariol, the deal that ignited Spain’s search fund hype

A search fund meets a deal-hungry US rollup. Guess who walks away with €33,000,000?

Learn from Britain's savviest HoldCo builders: highlights of our first ever UK Serial Acquirer Summit

2 HoldCo events in Q4 you don’t want to miss + content preview

Shopping for software businesses in France? Here’s all you need to know - Part 2

Losing headcount without losing your mind

Shopping for software businesses in France? Here’s all you need to know - Part 1

French brokers’ favourite tricks, unmasked

How to squeeze cash from VMS, Constellation Software style

Bonus: anonymous rants from Constellation's executives

Constellation Software is a hyped-up M&A machine. Is it good for your career?

Bonus: CSI interview guide