How these serial acquirers generate 20-40% annual returns for decades?
They buy small, niche, profitable companies again and again.
In this episode, we break down the strategy, the structure, and what private buyers can learn from the greatest acquisition machines on earth.
TIMESTAMPS
0:00 Why tiny acquisitions beat big deals
1:12 21x, 120x, 375x: Lifco, Addtech, Constellation & Heico’s insane returns
2:07 The simple playbook: buying small boring companies again and again
3:56 Engine #1 - Organic growth in the “unsexy” corners of the economy
6:50 Engine #2 - Programmatic M&A: what these serial acquirers actually buy
13:07 Sponsor: CapitalPad - deal-by-deal private equity access for accredited investors
14:27 Owning 100+ companies: resilience, diversification & the 7-7-7 structure
16:00 What private buyers & HoldCo builders can apply immediately (7 acquisition principles)
19:35 Sponsor: Spacebar Studios - get your B2B newsletter built for $0 upfront
21:02 Don’t chase synergies: culture, dominant niches & promoting leaders from within
23:07 You’re playing the same game as Lifco & Constellation (long-term compounding mindset)
Sponsors:
https://capitalpad.com/
https://www.spacebarstudios.co/inquire
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This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
