Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 3min
How to Roll-Up in the Software Business
02:48 • 2min
The Passion for Investing in Acquisitive Companies
04:22 • 3min
The Importance of Predictability in Investing
07:38 • 3min
The Importance of Predictability in Software Companies
10:59 • 4min
How to Buy a Company That Has Staying Power in the Vertical
14:53 • 2min
How to Achieve Revenue Synergies With Your Investment Group
16:52 • 2min
The Importance of Capital Discipline
18:33 • 2min
How Vansal Differentiates Itself From P Firms
20:55 • 2min
Valsoft's Long-Term Capital Allocation Strategy
23:12 • 2min
How to Build an Acquisition Muscle
25:19 • 4min
How to Execute and Deliver on Synergies
29:21 • 2min
How to Be Fair in an Investment Organization
30:57 • 2min
How Valsoft Shares Learnings
32:40 • 2min
How to Be a Successful CEO in Rollups
35:02 • 3min
The Craziest Thing I've Seen in M&A
37:53 • 3min
The Future of M&A Science
40:38 • 2min