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One full-day event (9:30 AM–6:30 PM) will gather ~250 business…

Brief

PrivateEquityGuy (Mikk Markus) previews a one‑day, 9:30–18:30 gathering of ~250 buy‑and‑build investors focused on serial acquisition strategies. He highlights Swedish holdcos (Lifco, Addtech, Lagercrantz, Indutrade), extreme outcomes (275 deals, 65x earnings), the 4‑step reinvestment model, typical 7–10 year compounding horizon, and speakers with 14–160+ acquisitions.

Why it matters

One full-day event (9:30 AM–6:30 PM) will gather ~250 business buyers/investors/capital allocators; Swedish serial-acquirer meetups historically convened once a year in Stockholm each March.

Key details

  • Top serial acquirers have bought as many as 275 companies and traded up to 65x earnings; the repeatable model: acquire profitable firms at attractive prices, place excellent operators, reinvest cash flow into more buys and repeat for 10+ years (compounding typically shows after 7–10 years).
  • Speakers include Ramsey (Evergreen Services Group, 160+ acquisitions), Luis Reyes (Iberian, 30 add‑ons in 48 months), Andrea Allegrini (Lindbergh, 14 acquisitions); two cited holdcos reached ~$150M and ~$120M EBITDA respectively (founded 2018/2019).
Source evidence

One full day. 9:30 AM to 6:30 PM. 250 business buyers/investors/capital allocators in one room.

Here is a full summary and takeaways from a recent similar event.

"Why serial acquirers remain one of the most powerful business models in the world?"

The best of them have acquired as many as 275 companies and traded at valuations as high as 65x earnings, yet most people still misunderstand what makes them so successful.

I explore why the best acquirers often start slow, how they solve the reinvestment problem, why balance sheet strength and specialization matter, and what investors look for when studying these businesses.

Timestamps:
0:00 The mecca of serial acquirers
2:37 The big ideas from 36 serial acquirers
3:36 Why slower can actually win early in serial acquisition
7:52 How great serial acquirers solve the reinvestment problem
13:02 The 7,500x return story
16:59 What actually drives compounding
20:01 How to truly study operators and companies
22:35 Why strong balance sheets and niche specialization matter in tough markets

Video

PrivateEquityGuy (Mikk Markus) (@PrivatEquityGuy)

250 buy-and-build specialists in one room.

These results are far from typical... but Swedish serial acquirers have mastered an acquisition model that compounds shareholder value at an extraordinary rate.

  • Lifco
  • Addtech
  • Lagercrantz
  • Indutrade

Despite the sharp rise in interest rates over recent years, these holdcos have continued to generate excellent returns on capital while executing disciplined acquisition strategies.

  1. Acquire profitable companies at an attractive price,
  2. Have them run by an excellent operator,
  3. Reinvest the cash flows into more acquisitions,
  4. Repeat for 10+ years*

*The real magic of compounding typically becomes evident after 7-10 years.

So far, many of these serial acquirers have gathered only once a year, in Stockholm, and always in March.

Things have changed.

I got some great news...

There is another event coming. This time from a different organizer... with over 250 buyers and builders in one room.

It's great to see many of the podcast guests will be there as well.

You'll hear from Ramsey at Evergreen Services Group (160+ acquisitions), Luis Reyes from Iberian (30 add-ons in 48 months) and Andrea Allegrini of Lindbergh (14 acquisitions).

Also speaking:

A French holdco, now at $150M EBITDA
An Italian holdco, now at $120M EBITDA

(Both founded in 2018/2019.)

And many more buy-and-build specialists in one room, open to networking and sharing best practices.

I'll be sending all the details in my weekly newsletter. Link below.

— https://nitter.net/PrivatEquityGuy/status/2084236062373691861#m