Roll Up Design & Execution
December 24, 2023
by an intermediary from University of Wisconsin-Eau Claire - College of Business in Lawrence, KS, USA
I have enjoyed reading the posts from all of you as you grapple with finding the right company; searching for structures and querying ways to grow and increase ROI. I have been in M & A for 41 years and have built several rapidly growing firms over those decades including the largest environmental engineering firm in the country at the time. . Most were by a well designed roll up plan including a financial model, cap tables, operating agreement and legal structure, and then execution of the design. My firm and I are known for roll ups.
If you have a platform, or planning to buy a company and need guidance on any aspect, but in particular how to grow it (not all companies are candidates for a platform based roll up), especially if you want to scale it rapidly through roll up, I would be happy to talk with you. You can do it the hard way by learning from your successes and mistakes as we did, or you can short cut that and learn from our successes and mistakes.. The latter is more efficient.. Give me a shout at redacted if you would like to discuss. Happy Holidays
from University of Wisconsin in Lawrence, KS, USA
The following attributes are the ones we look for when deciding that a particular platform could be the hub for a successful roll up : • Fragmented industry • Ability to standardize products/services. • Has demand for services over a large geographic area. • Has the ability to bundle services and products. • Has repetitive labor-intensive tasks that can be compressed/consolidated. • Has the ability to cross sell to each acquired add on’s clients for services of the organization. • Can support be remoted provided digitally. • Geographic location of the platform (not as important as the others, but if you are executing a nationwide roll up, it is ideal to have the hub centrally located vs in Seattle or Boston if the services need nearby labor sharing. If not, then this one is not important. Hope this helps
from Washington State University in Spokane, WA, USA