@SerialAcquirers

Tweets on serial acquirers Serial Acquirer Book: https://xitter.cf/t.co/PA1ykPYSiq Not investment advice.

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Joined March 2018
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26Media
Caught up with Eiichi Arai to discuss today’s IPO of Next Generation Technology Group Inc. (NGTG) $319a The Japanese serial acquirer achieved its scale “with minimal equity by securing cost-effective, high-leverage debt packages for our acquisitions – sometimes reducing our equity contribution to near zero. The average interest rate on our group's existing debt is around 1%.”
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Today’s IPO of Next Generation Technology Group Inc (TSE:319A) – interview with Eiichi Arai

“Our benchmark has always been Danaher and other leading serial acquirers in the U.S. and Europe, such as Lifco, Indutrade, and Halma.”

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Gustaf retweeted
Jon BK@JonBK129 Jan 2024
Thanks for the interview on n Industries @SerialAcquirers - really enjoyed the discussion! acquirers.com/post/n-industr…
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Just published an interview with Next Generation Technology Group (NGTG) on their upcoming IPO. I believe many of you will like this one! "we can secure cost-effective, high-leverage debt packages for our acquisitions, sometimes reducing our equity portion to near zero!‍"
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IPO of Next Generation Technology Group (NGTG) – Eiichi Arai Interview

"we designed our own value-creation playbook called NGTG Growth Program or “NGP” after the renowned Danaher Business System"

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Fresh interview with Lars Stenlund – chairman, co-founder, & previous CEO at Vitec Mark Leonard at Constellation Software came to Sweden a few years back and looked at potentially acquiring them. Hope you enjoy! $VIT $CSU acquirers.com/post/lars-sten…

Lars Stenlund Interview – building Vitec, the Nordic vertical market software company

“A lean, mean, focused machine!”

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NEW interview published with Johnny Alvarsson, former CEO of Indutrade. I think you might enjoy this one! $INDT $SDIP acquirers.com/post/johnny-al…

Johnny Alvarsson Interview – building Indutrade

"we had a German firm where the CEO was 65 years old. He had always had a 10% profit margin. And then suddenly, his margin began to rise. I got suspicious..."

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New interview on publicly listed Bergman & Beving (B&B) $BERG B&B has spawned the Swedish serial acquirer mafia: Lagercrantz Group, Addtech, Addlife, Momentum Group, and Alligo. Enjoy! acquirers.com/post/bergman-b…

Bergman & Beving – revitalising the original serial acquirer

“The compounder model we are running is that neither organic growth nor our acquisitions should dilute our current shareholders. We have never diluted our shareholders in our 115 years of operations.”

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Fresh interview on publicly listed Boreo $BOREO They draw inspiration from Swedish firms (such as Lifco $LIFCO and Teqnion $TEQ) and apply the learnings in Finland. Hope you enjoy! acquirers.com/post/boreo-a-f…

Boreo – a Finnish serial acquirer drawing inspiration from Sweden

“We are the only Swedish-style serial acquirer on the Helsinki stock exchange.”

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Guess you haven’t skipped the absurdly good @50Xpodcast But don’t miss a big reason for its existence: @CompoundingLabs They partner with early career talent in acquiring quality businesses in industries with consolidation potential. acquirers.com/post/checking-…

Checking in with Will Thorndike – The 50X Podcast & Compounding Labs

Will Thorndike, author of The Outsiders and very much one in his own right, has launched a podcast. Anyone remotely interested in investing should check it out.

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The “Long Term Hold” model is spreading within the acquisition entrepreneurship community and fits the programmatic acquisition approach. @CompoundingLabs' multi-decade horizon (super long-term hold) and unparalleled network make them a great partner!
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Link to a newsletter excerpt on turning conglomerate discounts into premiums and Roper’s $ROP budget philosophy: acquirers.com/post/conglomer… And a Constellation Software anecdote - enjoy! $CSU.TO $CSU.TO $CNSWF
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I’m excited to share this interview with Fredrik Karlsson (former Lifco CEO $LIFCO) and Tomas Billing (former Nordstjernan CEO) about Röko. Their lessons are recommended reading for anyone interested in serial acquirers - enjoy! acquirers.com/post/roko-the-…

Röko Interview - the perpetual owner is preparing for an IPO

Fredrik Karlsson, of Lifco fame, shares business lessons and Röko's story. And his partner Tomas Billing, former CEO of Nordstjernan, makes an appearance.

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NEW INTERVIEW with Brett Kelly (@brettkellySYD) of Kelly+Partners $KPG They do not only specialize in accounting for SMEs but also in facilitating successions - putting little to no equity down when acquiring firms. Enjoy! acquirers.com/post/kelly-par…

Kelly Partners Group, acquisitions with little equity down

"That gets us to a place where we acquire firms without putting down equity or very little."

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NEW PIECE on the best-in-class serial acquirer Addtech $ADDT Addtech’s predecessor, Bergman & Beving (B&B), established the EBITA/WC metric in 1981, and B&B’s offspring have since been among the highest performing firms in the Nordics. acquirers.com/post/bergman-b…

Bergman & Beving to Addtech, a best-in-class serial acquirer

High return hurdles can unleash creativity, simplicity promotes a sense of agency, and the importance of pricing.

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Addtech, just like ITW, innovates together with customers, ensuring little waste. And they drill their employees in how crucial pricing is (examples in the article)! You will find many similarities with Addtech's relatives Addlife, Lagercrantz, Alligo, Momentum Group, and B&B.
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FRESH INTERVIEW: deep dive with Johan Steene & Daniel Zhang at the serial acquirer Teqnion. Every good story has strong characters, and Teqnion is no exception. They dare to be simple, which ironically makes them anything but! xitter.cf/Sugrorsmannen acquirers.com/post/johan-ste…

Johan Steene (@Sugrorsmannen) on X

Jobbar på kontor. Teqnion $TEQ. Joggar gärna övrig tid. Run far, be nice.

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FRESH INTERVIEW: deep dive with Johan Steene & Daniel Zhang at the serial acquirer Teqnion. Every good story has strong characters, and Teqnion is no exception. They dare to be simple, which ironically makes them anything but! xitter.cf/Sugrorsmannen acquirers.com/post/johan-ste…

Johan Steene (@Sugrorsmannen) on X

Jobbar på kontor. Teqnion $TEQ. Joggar gärna övrig tid. Run far, be nice.

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Buffett’s desired personality traits are all high. But the energy here is unmatched. The duo creates a motivational distortion field. And the energy is channeled into incremental improvements, not grand gestures.
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They also happen to share cocktail tips that read like poetry. Enjoy your weekend reading! $TEQ
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