I spoke with an operator who sold his own company - then turned around and bought eight more. His playbook is specific, bank-friendly, and built for growth. In this episode, I’m unpacking the lessons from those deals:
00:00 Intro: From exit to 8 acquisitions
00:26 Portfolio averagE: 4.7x paid; $4.1M EBITDA
00:52 Structure banks love: 70% now, 30% later; owner reinvests
01:18 Growth thesis: target 5x MOIC + “second bite” bigger than first
03:30 Value creation: capital allocation, incentives, team energy
04:51 Sponsor: SpaceBar Studios
05:31 Deal cadence & outlook: 1–2 deals/per year; potential portfolio sale
Want a newsletter but don’t know where to start? Sound familiar?
At Spacebar Studios, they handle everything—design, content, sending.
Getting started isn’t your problem anymore. Only 2 spots left this month.
Get your 2 week free trial - https://www.spacebarstudios.co/inquire
Subscribe on Spotify:
https://open.spotify.com/show/6lr5bE3SNZF2uEE7Nb0DHh?si=cP_nAarhRmep1lvnR6uk5g
Subscribe on Apple Podcasts:
https://podcasts.apple.com/us/podcast/holdco-builders/id1695713724
Follow PrivatEquityGuy/Mikk Markus on Twitter: https://x.com/PrivatEquityGuy
This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
