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

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Aug 13, 2024

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

Bonus: CSI interview guide

Pavel Prokofiev
Pavel Prokofiev
Pavel Prokofiev, +1
RollUpEurope turns 1. Why should you care?

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May 6, 2024

RollUpEurope turns 1. Why should you care?

Our manifesto for generational wealth creation - in Europe

Alex Prokofjev
Pavel Prokofiev
Alex Prokofjev, +1
Forum Family Office: how Germany’s premier software HoldCo was born from the ashes of communism

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Mar 28, 2024

Forum Family Office: how Germany’s premier software HoldCo was born from the ashes of communism

Dr. Burkhard Wittek is the O.G. of succession M&A. Here's how he does it:

Pavel Prokofiev
Pavel Prokofiev
Waterland is capable of rolling up just about anything. Why did it spend $100M on Cooper Parry?

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Mar 22, 2024

Waterland is capable of rolling up just about anything. Why did it spend $100M on Cooper Parry?

A step-by-step analysis of the deal, including capital structure and target returns

Pavel Prokofiev
Pavel Prokofiev
Not so stuffy any more! How PE money is changing the soul of British accountancies

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Mar 18, 2024

Not so stuffy any more! How PE money is changing the soul of British accountancies

$6B TAM up for grabs - but what's the endgame?

Pavel Prokofiev
Pavel Prokofiev
Which software rollups are going to succeed?

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Mar 6, 2024

Which software rollups are going to succeed?

Dig into the keynote from the Serial Acquirers Conference!

Alex Prokofjev
Pavel Prokofiev
Alex Prokofjev, +1
Avoidable missteps by rollup CFOs, with BDO UK

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Mar 5, 2024

Avoidable missteps by rollup CFOs, with BDO UK

How much to outsource. How not to lose sleep over ERP. How to scale the Finance function in a serial acquirer.

Alex Prokofjev
Pavel Prokofiev
Alex Prokofjev, +1
The rollup of distressed SaaS

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Feb 22, 2024

The rollup of distressed SaaS

SaaS Fallen Angels: where to find them, how much to pay - and how to stay sane throughout

Pavel Prokofiev
Pavel Prokofiev
FDD like a Pro – with the world’s busiest SaaS acquirer

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Feb 19, 2024

FDD like a Pro – with the world’s busiest SaaS acquirer

Deferred liability or negative equity? Nothing you can throw at me that I haven't already had

Pavel Prokofiev
Pavel Prokofiev
Always Be Closing: How to Resolve Key Seller Pushbacks

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Feb 4, 2024

Always Be Closing: How to Resolve Key Seller Pushbacks

Their pushbacks - our comebacks

Alex Prokofjev
Pavel Prokofiev
Alex Prokofjev, +1
How lean is your HoldCo? Vol.2: Why we ❤️ ROIC

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Dec 14, 2023

How lean is your HoldCo? Vol.2: Why we ❤️ ROIC

INSIDE: framework to help you allocate capital

Pavel Prokofiev
Pavel Prokofiev
How lean is your HoldCo? Vol.1: Let go this much

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Dec 4, 2023

How lean is your HoldCo? Vol.1: Let go this much

Which functions should you centralize? And what outcomes to avoid?

Alex Prokofjev
Pavel Prokofiev
Alex Prokofjev, +1
SaaS rollup vanity metrics: Part 2

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Oct 31, 2023

SaaS rollup vanity metrics: Part 2

Invested capital, ROIC and hurdle rate. What are these and why do they matter?

Don Wharton
Pavel Prokofiev
Don Wharton, +1
SaaS rollup vanity metrics: Part 1

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Oct 29, 2023

SaaS rollup vanity metrics: Part 1

Why TAM, "Rule of 40" and synergies are at best misleading metrics

Don Wharton
Pavel Prokofiev
Don Wharton, +1
Warning signs in VMS acquisitions – and how to address them

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Oct 3, 2023

Warning signs in VMS acquisitions – and how to address them

Pavel Prokofiev
Pavel Prokofiev
Idera Inc.: a 10-bagger for TA Associates

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Sep 28, 2023

Idera Inc.: a 10-bagger for TA Associates

Pavel Prokofiev
Pavel Prokofiev
Stockholm trip notes: a masterclass from Swedish serial acquirers

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Sep 24, 2023

Stockholm trip notes: a masterclass from Swedish serial acquirers

Inside: Johnny Alvarsson shares secrets

Alex Prokofjev
Pavel Prokofiev
Alex Prokofjev, +1
Hell of a therapy session! Why did KKR pay $1.25B for Ensora/Therapy Brands?

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Sep 5, 2023

Hell of a therapy session! Why did KKR pay $1.25B for Ensora/Therapy Brands?

Pavel Prokofiev
Pavel Prokofiev
Who’s debt funding software rollups?

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Aug 29, 2023

Who’s debt funding software rollups?

Pavel Prokofiev
Pavel Prokofiev
Rollup Academy: Understanding revenue economics of on-premise software businesses

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Aug 2, 2023

Rollup Academy: Understanding revenue economics of on-premise software businesses

Pavel Prokofiev
Pavel Prokofiev
Why is Vertical Market Software so appealing?

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Jul 6, 2023

Why is Vertical Market Software so appealing?

5 things you should know about VMS

Pavel Prokofiev
Pavel Prokofiev
Does your rollup deserve a Constellation Software multiple?

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Jun 27, 2023

Does your rollup deserve a Constellation Software multiple?

The 3 things investors like about Constellation

Pavel Prokofiev
Pavel Prokofiev
Boss Your Comps pt.2: Who are Europe’s listed software consolidators?

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Jun 20, 2023

Boss Your Comps pt.2: Who are Europe’s listed software consolidators?

Pavel Prokofiev
Pavel Prokofiev

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