2 HoldCo events in Q4 you don’t want to miss + content preview

Morning folks! 

We have just sold out of general admission tickets for the UK Serial Acquirers Summit 🇬🇧 on 17 October. We still have a few vendor tickets available though. Interested? Grab them until it’s too late! 

We will be trialling an entirely new format. We hope you like it. Kick off at 2pm for content-rich panel discussions, followed by a networking reception at 4:30pm with snacks and drinks. 

The 3 panels are:

Panel #1: Deal origination best practices

• Tristan Alden from our trusted partner SourceScrub will moderate a session on sourcing deal flow and building relationships with brokers in a highly competitive market 

• Hear from battle hardened experts like Clinton Lee, Guy Mitchell and Jamil Anakkar

Panel #2: Winning and keeping investors’ trust

• Pavleta Pavlova from PPH Financial, our favourite Fractional CFO, will discuss marketing your HoldCo to investors, and staying on top of KPIs once you have bought a few businesses 

• Pavleta will be joined by Mark Wharrier and Sam Turner, who set up their respective HoldCos following successful institutional careers

Panel #3: Lessons from the battlefield   

• Last, but not least, we are very excited to have Iryna and Sameer from RDCP go build their HoldCo without external investors. If you haven’t heard about RDCP - one of Europe’s most prolific serial acquirers - check out our primer

• Our third panellist is Hans-Cornelius Koelln, co-founder of Alvia, a German consolidator of outpatient and part-time care services. Alvia was founded in 2019 - right before Covid and the labour shortages that followed. And guess what? Alvia has not only survived, but thrived and is actively looking for deal flow.

Wait, there’s more!

With so much demand for this event we decided to host an extra one next month: a Software Serial Acquirer Summit on 27 November. Also in London. We expect several dozen HoldCos and PE backed buy and builds with a combined annual M&A buying power in the billions. A unique opportunity to meet investors, clients, or future employers/employees.  

Finally, we have been heads down producing new content. In the course of Q4, stay tuned for:

• Aggregator deep dives - Civica (a 4-time PE owned GovTech rollup) and ClearCourse (another PE owned SaaS HoldCo)

• More Constellation Software “how-to” playbooks: origination and a rare take-private (in Switzerland, no less!) 

• Finally, we reveal what Arcadea Group, a supremely funded Canadian software HoldCo has acquired - and how it has structured the deals