DO YOU KNOW OF ANY PUBLICLY TRADED COMPANIES PURSUING A MICRO-PE STRATEGY?
I'm primarily a public market investor, but have become increasingly interested in the search fund model and micro-PE. Just wondering if anybody knows of any public companies that are trying (or have tried) to apply this model in a public company structure in one form or another.
Constellation Software are probably the most well know. They look to acquire small software companies across industry verticals.
XPO Logistics are another good case study. They’ve done a well executed roll up of third party logistics.
Finally, check out Danaher Group. They deploy the Danaher operating system across product centric science and technology companies. It’s a great story.