Serial Acquirer News
Industry news and resources focused on decentralised serial acquirers.
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A.J. Wasserstein – Practitioner & Eugene F. Williams, Jr. Lecturer in the Practice of Management at Yale
"We created a lot of economic value from our programmatic acquisitions, and I could have spent even more time on that function since that was a high-leverage and high-impact activity."
Checking in with Will Thorndike – The 50X Podcast & Compounding Labs
Will Thorndike, author of The Outsiders and very much one in his own right, has launched a podcast. Anyone remotely interested in investing should check it out.
Dura Software - the niche software acquirer based in Texas
"We currently have more than 3x the pipeline size from mid-last year that meets or exceeds our investment criteria! We intend to capitalize on this current situation and acquire much more aggressively over the next 18-24 months."
Conglomerate discounts, decentralisation, Roper, and Jan Wallander
An excerpt from our recent email newsletter - turning conglomerate discounts into premiums.
Röko Interview - the perpetual owner is preparing for an IPO
Fredrik Karlsson, of Lifco fame, shares business lessons and Röko's story. And his partner Tomas Billing, former CEO of Nordstjernan, makes an appearance.
Kelly Partners Group, acquisitions with little equity down
"That gets us to a place where we acquire firms without putting down equity or very little."
Bergman & Beving to Addtech, a best-in-class serial acquirer
High return hurdles can unleash creativity, simplicity promotes a sense of agency, and the importance of pricing.
Johan Steene & Daniel Zhang Interview - the Teqnion Family
Weathering the financial crisis, building a robust acquisition platform, ultra-running & more! "Selling entrepreneurs stay on because it is fun, not because they must."
Marcin Szelag Interview - Constellation Software in CEE
"My goal is to build Orbit into the largest portfolio of vertical market software companies in CEE"
Serial Acquirer Book
We’re all serial acquirers. Kind of. Be it as public investors building portfolios, operators picking projects, or actual "serial acquirers". I hope this book can be interesting whichever camp you’re in…
Vestum is accelerating
Vestum has announced 9 acquisitions YTD with a combined EBITA of c. SEK 135m...
Storskogen vs. Mittelstand “succession crisis”
PE showed Constellation Software (CSI) that the scaling of quality M&A is possible. In turn, CSI’s aggressiveness has paved the way for the likes of Storskogen Group...
Instalco - a success story
Since the 2017 public listing, the firm has had a shareholder return CAGR of over 60%.
Suited suitors continue to multiply
Hyttbäcken, Novedo, and Storskogen getting IPO ready
Röko - a EUR 270m juggernaut acquirer aiming for an IPO
Röko is a miniature Lifco focused on European asset light businesses with EBITA of EURm 2-10 and a margin of 10%+
Primer on Serial Acquirers
Also known as M&A Compounders and High Performing Conglomerates