Listen to this Blog Post In its simplest form, a “roll-up” or consolidation thesis would see the acquisition of a single (often larger) “platform” company, to be followed by subsequent acquisitions of other (often smaller) “bolt-on” companies within the same industry. The industries in which this thesis is most prevalent tend to demonstrate the followingContinue reading “Why You May Want to Reconsider Your Industry Roll-up Strategy”
Tag Archives: holding companies
The Constellation Software Playbook for Acquiring and Growing Software Companies
My Guest Constellation Software is one of the world’s most admired, well-followed, and well-respected software acquirors. Since their founding in 1995, they have acquired over 500 individual software companies, and have grown to achieve $8.4B in revenue and a $77B market capitalization. They have achieved these staggering metrics through their exclusive focus on the lowerContinue reading “The Constellation Software Playbook for Acquiring and Growing Software Companies”
Michael Girdley on The Rise of Holding Companies
My Guest Michael Girdley is an entrepreneur and investor who has spent the past 30 years building a personal holding company boasting over $100M in annual revenue, comprised of 12 businesses across software, technology, consumer retail, and education, among others. Outside of managing his holding company, Michael is deeply involved in the North American SMBContinue reading “Michael Girdley on The Rise of Holding Companies”