Roll Up Design

intermediary profile

April 10, 2025

by an intermediary from University of Wisconsin-Eau Claire - College of Business in Lawrence, KS, USA

Several of you contact us from time to time for assistance in designing and executing a roll up plan. Roll ups are our specialty having designed many over our four decades in the M/A world.. They are not as simple as one might think. There are a lot of moving parts that have to work together to have a successful roll up. They can be very lucrative or can be a mess if not designed and executed properly. We know because we have had our share of stumbles and learning experiences. For any of you who are venturing out on your first or even tenth roll up, we put together a brief overview of the design and execution process. You can access that pdf file at https://eenginuity.com/files/Rollup_DandE_4.8.25.pdf As always, feel free to pick our brain if you have questions.

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Reply by a searcher
in Houston, TX, USA
Thanks for the tag @Luke! David, we’re in the early stages of designing and executing a strategic roll-up of short-term rental management companies, consolidating fragmented players into one AI-driven, market-leading brand. Would love to chat!
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Reply by a searcher
from University of South Carolina in Atlanta Metropolitan Area, GA, USA
Hi David and thanks Luke. Yes, have been involved in several roll-ups in the staffing space.... may be doing another in the nexr year.... would be good to connect. Thx.
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