Executing the Roll Up Strategy in the Tech Industry

Published: May 20, 2024, 7:13 a.m.

Steven Freidkin, CEO and Founder of Ntiva, Inc. and Christopher Vollmond-Carstens, Chief M&A Officer at Ntiva, Inc.\xa0

In a highly fragmented industry, roll-ups are a great growth strategy. But integrating multiple entities can be difficult, especially if you don\u2019t have a proven framework. Ntiva has been successful in its M&A strategy and has completed 15 acquisitions as of today.\xa0

In this episode of the M&A Science Podcast, Steven Freidkin, CEO and Founder of Ntiva, Inc. and Christopher Vollmond-Carstens, Chief M&A Officer at Ntiva, Inc., share their strategy on how to execute the roll-up strategy in the tech industry.\xa0

Things you will learn:

\u2022 Creating value using a roll-up strategy

\u2022 Evaluating a target company

\u2022 Importance of recurring revenue

\u2022 Red flags pre-LOI

\u2022 Biggest advice for first-timers

This episode is sponsored by the DealRoom.

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Episode Bookmarks

00:00 Intro

08:04 Creating value using roll-up strategy

12:38 Pitching to private equity

18:32 Evaluating a target company

22:30 Importance of recurring revenue

23:35 Customer Concentration

26:42 Challenges of doing roll-ups

30:36 Mismanaging M&A

37:52 Deal Sourcing

43:46 Red flags pre-LOI

46:53 Deal structure on roll-ups

51:52 Biggest advice for first-timers

52:46 Craziest thing in M&A

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