Buyers and Builders

The Roll-Up Playbook: From Zero to $100M Revenue | Felix Jander Interview

My guest today is Felix Jander, co-founder of Arsipa, a buy-and-build company focused on occupational health and safety. Felix and Stefan began exploring the idea during

The Anti-Private Equity Playbook: Buy Great Businesses and Don’t Change Them | Justin Escajeda

My guest today is Justin Escajeda, an entrepreneur who owns 12 trade businesses around Pittsburgh, employing roughly 250 people and generating more than $50 million in an

Masters of Private Equity: Warren Hellman, Tully Friedman and Joseph Rice

In 2010, Robert Finkel wrote the book The Masters of Private Equity and Venture Capital: Management Lessons from the Pioneers of Private Investing In this episode, I exp

How Two First-Time CEOs Bought a $5M EBITDA Business | Greg Geronemus Interview

Greg Geronemus bought a ~$5M EBITDA business with no operating experience, financed half the purchase price with a seller note, and spent his first year doing something m

Inside a Public 14-Acquisition Compounder | Eric Tan and Patrick Grove

Eric Tan and Patrick Grove are building one of Southeast Asia's most interesting serial acquirers. As CEO of Catcha Digital, they've completed 14 acquisitions w

Why Buy-and-Build Is One of the Best Investment Opportunities | Frederik Brandis Interview

Frederik Brandis was one of the key minds behind Arsipa, a buy-and-build platform focused on acquiring occupational medicine and workplace safety consultancies. As one of

Search Funds, Buy-and-Builds & the Future of ETA | Greg Geronemus Interview

Greg Geronemus is the Co-Founder and Managing Partner of Footbridge Partners, where he backs entrepreneurs pursuing search funds and other forms of Entrepreneurship Throu

How to Build a Roll-Up to 8-Figure Revenue | Nathan Lindley Interview

Nathan Lindley is the CEO of Lindley Home Services, an HVAC platform that has completed 11 acquisitions across Texas. But this story almost ended before it began... Aft

13 Acquisitions and Why Permanent Capital Beats Private Equity | Chris Rolls of PieLab Capital

Chris Rolls is the founder of PieLAB Capital, a holding company with nine portfolio companies built through 13 acquisitions. After building and selling multiple business

A $6.5M Estimate in 23 Minutes: How AI Is Rewiring SMBs | David Flickinger Interview

In this episode, David Flickinger, founder of Vellm.ai, joins Mikk Markus to explain how his journey from Marine Corps officer to AI implementation shaped his perspective

90+ Acquisitions, 30% Revenue CAGR, 35% Book Value Growth | Brett Kelly Interview

Brett Kelly is the founder and CEO of Kelly Partners Group. Since founding the firm in 2006, Brett has completed more than 90 acquisitions, compounded revenue at over 30%

How We Bought 14 Businesses and Built a $120M HoldCo | Andrea Allegrini of Lindbergh

Andrea Allegrini is one of the key operators behind one of Europe’s most fascinating small-cap acquisition stories. Lindbergh is building what could become the country’s

How We Bought 160 Businesses and Built a $1.5B HoldCo at 33 and 35 | Ramsey Sahyoun of Evergreen

Ramsey Sahyoun shares how Evergreen grew from a Berkshire-inspired idea into a $1.5B revenue, $250M EBITDA HoldCo with 160 acquisitions. We discuss proprietary sourcing,

35+ Acquisitions, $1.3B Exit and Backing 80+ Searchers | Mark Sinatra of ETA Equity

Mark Sinatra has lived the full search fund journey: discovering ETA at Wharton, acquiring Staff One HR, surviving the 2008 crisis, scaling the business, selling to Oasis

What 137 Acquisitions Taught Me About Operational Excellence | Robert Irving Interview

In this episode, Robert Irving of Buffalo Growth Partners shares what he learned from building a fire protection business from zero to $20M in revenue, selling it to priv

Buying Three Founder-Led SMEs: Lessons from the Trenches | Simon Plummer Interview

Simon Plummer is the co-founder of Arbor Permanent Owners, a holding company built for long-term ownership. In this episode, Simon drawing on his experience acquiring an

The Buffett-Munger Introduction That Changed Everything

Why networks are one of the most underrated advantages in the lower middle market, and how to build them. We explore how trust, introductions, persistence, and long-term

From Management Buyout to Fund of Funds | P. V. Ramanathan (Ram) Interview

In this episode, I sit down with P.V. Ramanathan, or Ram, to unpack the story of how he helped lead a management buyout of a struggling cathodic protection business in 20

9 Add-Ons in 24 Months | Dan Lifshits of Dwelly Interview

Dan Lifshits, co-founder of Dwelly, explains how he is building an AI-enabled roll-up in the UK lettings market by acquiring independent agencies and modernizing them wit

How We Built IDUN Industrier: 20 Acquisitions and 60x+ P/E Ratio

In this episode, we break down IDUN Industrier, a Swedish serial acquirer that has completed 20 acquisitions to date and now trades at roughly a 65x P/E multiple — an ext