Alex is the founder of Cauma Group, an investor in / adviser to serial acquirers, and the former CFO of Threecolts, a leading ecommerce SaaS consolidator
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May 14, 2026
“If the founder is looking to retire, we will find a successor. If the founder is looking to get to the next level, we can help with that too. We recruit someone into every business we acquire”. PLUS: Rollup Bootcamp 60% now sold 🏋 Are you in?
May 7, 2026
20%+ margins, 30%+ ROCE & just getting started. The story of Ettiketto, a cash flow beast hidden inside a shape-shifting Swedish HoldCo. PLUS: Rollup Bootcamp is back! Applications for the June ‘26 Cohort now open 🚨
May 6, 2026
From idea → investable thesis in 6 weeks
May 3, 2026
Tidbits from a PE powwow in Berlin. Fireside chat with the COO of Europe’s No.1 VMS acquirer. BONUS: Pep talk by the mastermind of Germany’s stunning ‘23 Basketball World Cup victory.
Apr 30, 2026
Two self-funded searchers land a €30M ($35M) investment from Strada. Then, build a $30M revenue accounting group in <1 year. Next: gunning for a top 10 spot in France
Apr 26, 2026
Europe’s biggest bargain sale in 30+ years is underway. Who will be the winners?
Apr 23, 2026
2 Swedish guys roll up a non-obvious market. Unlock an estimated $80M windfall for themselves (& 58% IRR for the Sponsor)... And keep going!
Apr 16, 2026
No.1 reason why PE alums fail as Independent Sponsors. Operator incentives that work. What’s this obsession with shared services?
Apr 9, 2026
How two 20-something Warren Buffett aficionados built an iconic IT Services rollup
Apr 3, 2026
INSIDE: Bryan Rand’s learnings from building a $400M revenue HoldCo. We've heard about Shore - the GOAT of lower mid-market PE... but Shore the Search Fund investor? Philosophical + money reasons to raise from Reef Pass / Telos North vs. PE
Mar 26, 2026
Funeral parlours, dentistry, vet practices, property management... What will Around Partners consolidate next - and can they keep up with AI-powered rollups?
Mar 19, 2026
That sinking feeling when everyone's suddenly obsessed with ROCE - and your aggregator doesn't have any :(
Mar 18, 2026
INSIDE: Röko, Kelly Partners Group, Relais Group, Sdiptech, Diploma plc, Medcap, Volati, Addtech, Storskogen, Lagercrantz, Genda, Novedo
Mar 11, 2026
Buried under 5ft of snow in a ski hut, we studied Röko’s portfolio, structuring playbook, and track record.
Mar 5, 2026
Wisdom of 20+ investors in serial acquirers vs. dating tips from a Latin trap superstar
Feb 20, 2026
Creative new ways to stretch the M&A dollar and to align buyer/seller incentives - by Constellation Software, Chapters Group and Röko
Feb 12, 2026
Software investors are freaking out. Bending Spoons is cashed up. We’ve no idea what’s on their shopping list - so we asked AI!
Feb 5, 2026
"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"
Feb 2, 2026
The 3 types of rollups, and the skillsets required to run each one
Jan 31, 2026
Lars Wingefors’ journey: flogging second-hand comics -> rollup billionaire -> a gaming industry’s bête noire
Jan 22, 2026
Who said the Nordics are too competitive? "If it's not a 4x MOIC, it's not a case for Aspira" - Andreas Bruzelius, Aspira CEO
Jan 15, 2026
INSIDE: Deep-dives on Venmark and Raptor - new kids on the block backed by atypical investors. PLUS: How General Catalyst prices AI rollups.
Jan 8, 2026
Indy Sponsor return math: $900K -> $13M. In 3 years. PLUS: What to expect from the Redeye March conference - Europe's biggest and best HoldCo gathering
Jan 2, 2026
Under Livingbridge's ownership, Stowe grew 5x to become the UK’s dominant family law practice. How come the Sponsor didn't make a killing then?
Dec 27, 2025
Jason Kaspar took over family HoldCo after a successful Wall St career. His views on capital allocation, the AI opportunity - and more
