M Science

Executing the Roll Up Strategy in the Tech Industry


Listen Later

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

In a highly fragmented industry, roll-ups are a great growth strategy. But integrating multiple entities can be difficult, especially if you don't have a proven framework. Ntiva has been successful in its M&A strategy and has completed 15 acquisitions as of today.

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.

Things you will learn:

• Creating value using a roll-up strategy

• Evaluating a target company

• Importance of recurring revenue

• Red flags pre-LOI

• Biggest advice for first-timers

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

******************

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

...more
View all episodesView all episodes
Download on the App Store

M ScienceBy Kison Patel

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

120 ratings


More shows like M Science

View all
Exchanges by Goldman Sachs

Exchanges

976 Listeners

Masters in Business by Bloomberg

Masters in Business

2,169 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,330 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

797 Listeners

Making Sense by J.P. Morgan

Making Sense

59 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,293 Listeners

Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

Dry Powder: The Private Equity Podcast

145 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

434 Listeners

The Private Equity Podcast, by Raw Selection by Alex Rawlings

The Private Equity Podcast, by Raw Selection

32 Listeners

Market Maker by AmplifyME

Market Maker

24 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

350 Listeners

Acquiring Minds by Will Smith

Acquiring Minds

255 Listeners

The Markets by Goldman Sachs

The Markets

77 Listeners

The View From Apollo by Apollo Global Management

The View From Apollo

25 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

26 Listeners