Buyers and Builders

The Real Playbook Behind an Operator-Led Roll-Up (10 Acquisitions in 18 Months)

12 snips
Jan 13, 2026
Jeremy Yamaguchi, a serial entrepreneur in home services and founder of Cabana, shares insights from his impressive journey of acquiring 10 companies in 18 months. He reveals the untapped tech opportunities in traditionally 'boring' home services and discusses the fragmented nature of the industry. Jeremy highlights his strategy for growth through M&A and vertical software, emphasizing the importance of good-faith transactions and hands-on operations. He also shares valuable lessons like the significance of comparing strengths and the value of deep industry networks.
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ANECDOTE

From Web Dev To Home Services Exits

  • Jeremy built and sold Goldenshine, then founded Lawn Love and scaled it nationally before exiting.
  • He used web development and growth marketing skills to create tech-enabled home services businesses early in his career.
INSIGHT

Why Home Services Stay Fragmented

  • Home services remain fragmented because barrier to entry is low and vertical SaaS sales are hard.
  • AI and bespoke software may change adoption curves over the next decade.
ADVICE

Choose Opportunities By Comparative Advantage

  • Play to your comparative advantage and choose problems that overlap with your strengths.
  • Know thyself and write down what you are actually good at before picking opportunities.
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