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My guests on this episode are Heritage Holding co-founders Alex de Pfyffer and Ross Porter. Heritage acquires companies across industries, but has a special focus on IT services and data centers. I\u2019m a data geek and love talking with entrepreneurs in data, and haven\u2019t talked with much of anyone on the hardware side so this conversation was a lot of fun for me.\nWe talk about identifying companies offering essential services, their data center acquisitions and strategy, what they\u2019ve learned from private equity on growing companies, and thoughts on a long-term structure for Heritage going forward.\nListen weekly and follow the show on Apple Podcasts, Spotify, Google Podcasts, Stitcher, Breaker, and TuneIn.\xa0\nLinks:\nHeritage Holding\nAlex de Pfyffer on LinkedIn\nRoss Porter on LinkedIn\n\nTopics:\n(3:03) - What\u2019s the background for Heritage and how did you each get to this point?\n(5:56) - What ideas were you considering for a startup?\n(7:57) - Have there been any guiding principals or common threads through the acquisitions you\u2019ve done thus far?\n(11:49) - What does the data center business model look like?\n(13:53) - Is there some overlap with your ISP or Fiber investments?\n(15:00) - Is there some first mover advantage to bring Fiber Optic Cable to a certain area?\n(16:33) - Who is your typical competitor?\n(18:38) - Once you own an ISP, what are the ROI metrics for expanding that footprint?\n(20:27) - Where do you see other opportunities in data for investments?\n(26:10) - What have you learned from managing companies of different sizes?\n(34:09) - What changes the most when you go from $10m to $50m of EBITDA?\n(37:29) - What are some structure questions in your mind as you look to future acquisitions?\n(43:35) - What\u2019s a strongly held belief you\u2019ve each changed your mind on?\n(49:41) - What\u2019s the best business you\u2019ve ever seen?