📊 Acquisition-Driven Compounders: A Deep Dive
Viewers will learn about:
• 🏢 The concept of serial acquirers and their business model
• 🌱 How these companies achieve sustainable growth through acquisitions
• 🌐 The importance of decentralization in managing acquired businesses
• 💼 Strategies for becoming a preferred buyer in the M&A market
• 📈 The balance between organic growth and acquisitions
• 💰 Capital allocation strategies and their impact on long-term value
• 🏋️ The value of a strong balance sheet during economic downturns
• 💡 Key characteristics of successful Nordic M&A deals
• 🔍 How to evaluate and price potential acquisitions
• 🚩 Red flags and potential risks in acquisition-driven companies
• 📝 Insights from entrepreneurs who sold their businesses to these compounders
🎓 This comprehensive video will provide valuable insights for investors, business leaders, and anyone interested in understanding the intricacies of acquisition-driven growth strategies.
Connect with me :) Linkedin - https://www.linkedin.com/in/david-barbato/ Twitter - https://twitter.com/ghrxcutvjb Substack - https://valuehunt1.substack.com
Youtube - https://youtu.be/1dVNoj4h4Mg
Original REQ PAPER - https://req.no/wp-content/uploads/2023/12/REQ-Deep-Dive-Acquisition-driven-Compounders-December-2023.pdf
Time Stamps
00:00 Intro
01:00 Introduction to Acquisition-driven Compounders
02:08 Segmentation of Acquirers
03:16 The Specialists
04:21 The Generalists
07:59 Characteristics of Programmatic Acquirers
09:15 The Story of Financial Targets
11:03 Scaling M&A
16:33 Risk Reduction Through Expanding Root Systems
17:46 Decentralization
23:31 Becoming the Preferred Buyer
25:56 It’s All About Durable Growth
26:53 Ownership Structures and Succession Planning
28:38 Does Organic Growth Matter?
30:10 Business Systems
32:09 Capital Allocation and Cash flows
40:57 A Closer Look at Nordic M&A and Deal Characteristics
43:11 Acquisition multiples
45:10 Valuation and Pricing
48:08 Potential Risk & Red Flags
50:05 Field Research Insights
