The roll up opportunity of the next five years
tynebraecapital.substack.com · 1,455 words · saved by 1 readers
The next Constellation Software will look a little like this..
Setting the landscape I spent many years leading origination and deal execution at two software-focused roll-up platforms. With a small, nimble team of two to three people per deal, we originated and closed five to eight lower-middle-market buyouts annually—rapid dealmaking and swift closings. Operationally, one team focused on integration while the other prioritized maintaining acquired companies’ independence. This strategy isn’t new. The path was originally paved by Constellation Software. Founded in 1995, Constellation has grown aggressively through acquisitions, achieving 15% revenue…
saved by
related reading
- Intelligence Arbitragesdan.io
- The AI-First Roll-Upinsights.euclid.vc
- The Largest Arbitrage in Technologysubstack.com
- The Dawn of AI Rollups – The Vin Diagramvinayiyengar.com
- AI-Powered Roll-ups Part V: Build AI+Services Organically or Through Roll-ups?sahilpatwa.substack.com
- Services: The New Software | Sequoia Capitalsequoiacap.com
- Power in the Age of Intelligencenotboring.co
- Who Owns the Generative AI Platform? | Andreessen Horowitza16z.com
- What is hypergrowth?hhhypergrowth.com
- The Age of Acquisition - by Kyle Harrison - Investing 101investing1012dot0.substack.com
- Big Ideas in Tech for 2023: An a16z Omnibus | Andreessen Horowitza16z.com
- The Emerging Vertical AI Landscape, And Our Vertical AI Market Map | by Cowboy Ventures | Cowboy Ventures | Mediummedium.com