We are focused on small cap buy-and-build consolidation platforms with digital, AI-driven value creation potential.
We partner with experienced managers to create roll-up platforms in fragmented markets, acting as both an investor and a strategic partner. Our focus lies in acquiring small businesses with $500-2m EBITDA and a high share of recurring revenue. We also invest in roll-ups not created by our venture studio.
5
existing investments in roll-up platforms
2
roll-ups incubated with $100m in total funding
1-2
new roll-up platforms incubated per year
Our Approach
Sector Focus
We target fragmented markets in Western Europe and North America with strong growth potential and a total market size exceeding $5 billion. Our ideal acquisitions have high EBITDA margins and strong recurring revenue.
Acquisition Playbook
We have a proven playbook on how to grow a platform from the first couple acquisitions to a double-digit million EBITDA player, using innovative deal structures and sourcing methodologies.
Value-Creation
We eliminate redundancies through cost-cutting and AI-driven solutions, to increase EBITDA margins by at least 5% and create a SaaS-like ARR.
​
​
Capital
We have raised over $100m for our own roll-up platforms in down-stream funding, mostly through debt, and we can lever this expertise for any new platform we built or invest in.
About You
Entrepreneurial Aptitude
Proven track record of professional achievements. Strong propensity for running your own business and scaling operations with a self-starter, hands-on attitude. Ideally, some experience on how to lever AI for value creation.
​
​​​​​
Dealmaker
Skilled in M&A, negotiations, and deal execution of acquisitions. A clear understanding of deal structures, financing tools and the value creation levers of roll-ups.
​
Industry Insider​​
Deep market knowledge and strong networks within the fragmented industry you are looking to consolidate. Ideally, experience of working with another roll-up platform or a pipeline of potential acquisition targets​​​.
​
​
Large Vision
Ambitious leaders focused on long-term industry transformation and the stamina to create a $50-100m EBITDA business. ​
​
​
Case Studies
.png)
.png)
.png)