Primer on Serial Acquirers

An excerpt from our recent email newsletter - turning conglomerate discounts into premiums.

Fredrik Karlsson, of Lifco fame, shares business lessons and Röko's story. And his partner Tomas Billing, former CEO of Nordstjernan, makes an appearance.

"That gets us to a place where we acquire firms without putting down equity or very little."

High return hurdles can unleash creativity, simplicity promotes a sense of agency, and the importance of pricing.

Weathering the financial crisis, building a robust acquisition platform, ultra-running & more! "Selling entrepreneurs stay on because it is fun, not because they must."

"My goal is to build Orbit into the largest portfolio of vertical market software companies in CEE"

Vestum has announced 9 acquisitions YTD with a combined EBITA of c. SEK 135m...

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…

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...

Since the 2017 public listing, the firm has had a shareholder return CAGR of over 60%.

Hyttbäcken, Novedo, and Storskogen getting IPO ready

Röko is a miniature Lifco focused on European asset light businesses with EBITA of EURm 2-10 and a margin of 10%+

Individual minorities must demand proper governance as faceless ESG investors stay silent

Help write your counterparty's victory speech