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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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
Dec 11, 2025
Bonus: Indy Sponsor platform tear-down! An insurance brokerage rollup in Italy 🇮🇹 (started by a German and an Australian based out of Zurich)
Dec 4, 2025
After seeing a family business struggle post-sale, Matthias Wilrich founded EterniTeam to pursue succession investing the thoughtful way. How’s he faring so far?
Nov 27, 2025
Inside: War stories from 2 rollup founders with 9-figure exits. How Chapters Group keeps prices up and AI disruption risk down. Accountancy rollups beyond the hype!
Nov 20, 2025
Is Bending Spoons Europe’s answer to Constellation Software? PLUS: 3 acquisition tear-downs
Nov 16, 2025
Inside: Röko vs. Teamshares side-by-side. Warning: not investment advice!
Nov 13, 2025
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
Nov 8, 2025
I flew to Missouri to attend a $6,000 conference. Was it worth it? You decide!
Nov 1, 2025
Andrew Wilkinson spent a decade assembling an empire of web design agencies, Shopify themes - and the odd DJ VMS. Investors are not impressed. What gives?
Oct 30, 2025
How to grow revenue 20x in 5 years, almost go bust & attract Thrasio level notoriety
Oct 24, 2025
How to sell to Private Equity without selling out to Private Equity. PLUS: a longtime BDR that made $11M
Oct 9, 2025
Inside: the most elaborate carried interest formula you’ll find on the internet
Sep 25, 2025
OUI à la financiarisation du système de santé! 🩻 🇫🇷
Sep 12, 2025
Inside: Dwelly, Unaric, Ralph...more Hawk Infinity!
Sep 4, 2025
Jokes aside: a primer on which industries are ripe for AI rollups - and how to market yours to VCs
