How to Start Executing the Roll Up Strategy in M&A

Published: May 6, 2024, 5 a.m.

Ivan Golubic, CFO | Corporate Development M&A at FastLap Group

Roll ups are a great strategy for highly fragmented industries. It allows the platform company to increase its size, capabilities, and market presence through the acquisition and integration of other businesses. However, it can be challenging without a proper framework.\xa0

In this episode of the M&A Science Podcast, Ivan Golubic, CFO, Corporate Development M&A at FastLap Group, shares his experience on how to start executing roll up strategy in M&A from scratch.\xa0

Things you will learn:

\u2022 Setting up the roll up strategy

\u2022 Valuation on roll up strategy

\u2022 Building the operating strategy

\u2022 Dealing with capital providers

\u2022 Biggest lessons learned doing roll up strategy

This episode is sponsored by the DealRoom.

Ready to take your M&A to the next level with software made to manage each stage of the deal process? See how DealRoom can facilitate your next deal at https://dealroom.net

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Episode Bookmarks

00:00 Intro

03:01 Transitioning from Corporate Development to CFO\xa0

07:39 Setting up the roll up strategy

12:26 Importance of industry expertise

14:10 Proactive approach to expanding industry expertise

16:11 Valuation on roll up strategy

22:10 Building the operating strategy

24:54 Dealing with capital providers

28:37 Building your pipeline

30:45 Pitching to the PE firm

35:48 Explaining your M&A process to investors

38:46 Building your M&A team

40:42 Monitoring Cost

42:05Success metrics

49:25 Utilizing Technology

50:45 Importance of a unified platform

52:58 Biggest lessons learned doing roll up strategy

56:39 Future trends in the roll up space

57:33 Craziest thing in M&A

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