Alex Prokofjev

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

Aug 6, 2026

The Rollup of Tomorrow Vol.19: Dyfan Williams on exits to Vista and Thoma Bravo & other learnings from 25 years in Payments M&A

“The pattern I expect to hold is newer companies buying traditional ones for the customer base and the distribution: the hardest thing to build and the easiest thing to buy”. ALSO: 24th September conference now 45% sold + interviewing for the Bootcamp September Cohort.

Alex Prokofjev

The Rollup of Tomorrow Vol.19: Dyfan Williams on exits to Vista and Thoma Bravo & other learnings from 25 years in Payments M&A

In the hunt for the “next Bending Spoons”, embedded insurance and payments can make scuffed SaaS and ecommerce shine again

Teamshares, a VC-backed HoldCo, has narrowly escaped a Greenlandic Norse-style wipeout. How - and what now?

The Rollup of Tomorrow Vol.18: Piotr Smoleń wants to roll up Polish accountancies, €1M ARR at a time. Why is this a good idea?

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

The Rollup of Tomorrow Vol.16: 50 deals per year & not slowing down. Ramsey Sahyoun on Evergreen’s M&A machine, capital allocation & AI-proof strategy

Volati is an unloved HoldCo that happens to own the world’s best label printing rollup - and some meh assets. How come and what now?

Rollup Bootcamp is back! June 2026 SOLD OUT 🚨 September 2026 Waitlist OPEN

Surrender to the machines - or keep fighting? In the trenches with PE firms rushing to AI-proof their software portfolios

The Rollup of Tomorrow Vol.15: What’s up with folks buying accounting firms? Vlad Komnenović from Numeris opens up the books

We spent a week among management consultants chasing Germany’s blue-collar succession dream. 3 things we learnt

6 years, 100x growth & a $600M exit: Safe Life’s heartstopping quest to build The Defibrillator Empire

The Rollup of Tomorrow Vol.14: Bryan Rand on building a $400M revenue HoldCo & why he doesn’t subscribe to "blind Buffett worship"

MSP M&A WDYT? 7 lessons from Evergreen on scaling from 0 -> $1.5B revenue & $250M EBITDA

A dispatch from New York City 🇺🇸 🗽 160 U.S. serial acquirers and investors in the room. What did they talk about?

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

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

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