The Intrinsic Value Podcast - The Investor’s Podcast Network TIVP052: Chapters Group: 100-Bagger in the Making? w/ Daniel Mahncke & Shawn O’Malley
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Dec 28, 2025 Discover the intriguing world of Chapters Group, a fast-growing acquirer of mission-critical software. Explore its unique acquisition philosophy and the influential investors backing it. The discussion dives into niche vertical software and the promising public sector tailwinds. They analyze the financials, address dilution concerns, and highlight major growth opportunities in the fintech sector. With a conservative valuation approach, the hosts debate the company’s future potential and their decision on adding it to their portfolio.
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Prestigious Shareholders Signal Conviction
- Chapters Group attracted heavyweight backers which signals strong conviction from experienced allocators.
- These investors add operational guidance beyond capital and materially de-risk the venture.
2018 Sale Sparked A Rebuild
- Chapters pivoted from medical supplies to a holding company after selling its operating business in 2018.
- That event created cash, a listing, and the opportunity to rebuild as a serial acquirer focused on software.
Platform Model Scales Niche M&A
- Chapters organizes mini holding platforms that specialize by niche and run like independent acquirers.
- Platform leaders own equity, spot deals faster, and preserve founder trust to access off-market succession deals.
