Why Europe Is a Big Opportunity for Vertical Software

Jan explains Europe's heterogeneity and why local adaptation plus centralization makes vertical software rollups attractive.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

Our teacher today is Jan Mohr, CEO of Chapters Group, a publicly traded serial acquisition holding company with ambitions of becoming one of Europe's technology champions.

Chapters' origins date back to a small software startup founded near Frankfurt in 1998. Twenty years later, the core business was sold to a strategic buyer, consolidating the market with the proceeds of the sale in 2018. With Jan's influence, the company embarked on a new chapter, pivoting to build the preferred home for mission-critical businesses across the old continent.

Over the last five years, they have been on an absolute tear, having founded four distinct acquisition platforms that collectively acquired around 60 operating companies, demonstrated the ability to build a prolific M&A machine, while also improving the operations of the companies they acquire.

Virtually every company in the world today is, on some level, thinking about AI in terms of threats, opportunities, and implications for their business. Perhaps nowhere is that discourse more animated right now than in the software industry. And as you'll hear from Jan, AI's potential to be a transformative force driving not only efficiencies, but also TAM expansion and most importantly, tangible customer value, is already evident throughout their business.

We hope you enjoy class today with our good friend and Chapter CEO, Jan Mohr.

For the full show notes, transcript, and links to mentioned content, check out the episode page here.

—--

This episode is brought to you by ⁠Portrait Analytics⁠ - your centralized resource for AI-powered idea generation, thesis monitoring, and personalized report building. Built by buy-side investors, for investment professionals. We work in the background, helping surface stock ideas and thesis signposts to help you monetize every insight. In short, we help you understand the story behind the stock chart, and get to "go, or no-go" 10x faster than before.

Sign-up for a free trial today at ⁠portraitresearch.com⁠

—--

Joys of Compounding is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Joys of Compounding, visit joincolossus.com/episodes.

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Show Notes

(00:00:00) Welcome to The Joys of Compounding

(00:04:48) The Rise of Artificial Intelligence

(00:07:28) Jan's Vision for Chapters Group

(00:12:01) The Importance of Talent and Co-Founders

(00:15:48) Centralized Vision and Decentralized Operations

(00:18:59) AI's Impact on Business Efficiency

(00:27:42) AI in Public Sector and Enterprise

(00:43:02) Mission Criticality and Public Sector Focus

(00:45:57) Recruiting Talent for Clusters

(00:48:11) Cybersecurity and AI Integration