Italy has 12,000 HVAC companies and no national player. Andrea Allegrini from Lindbergh is building the first one — 14 acquisitions in two years, zero competition.

Andrea Allegrini (Head of Waste Management & IR, Lindbergh S.p.A.) joins Dylan to discuss how a logistics company became Italy's first HVAC roll-up.

Topics covered:

1. Buying "a little of everything" to share workforce across heating and AC seasons
2. Fixing a €2M loss in France, then selling it to chase a better opportunity
3. Why word-of-mouth deal flow beats cold outreach
4. The one integration non-negotiable: ERP on day one
5. Paying technicians 30-40% above average to retain them

RolyPoly is the podcast about all things roll-up. New episodes every Tuesday.

Connect: pmistack.com | linkedin.com/in/dylan-harrocks