The Real Playbook Behind an Operator-Led Roll-Up (10 Acquisitions in 18 Months)
Mike Markus ( https://x.com/PrivatEquityGuy ) talks to Jeremy Yamaguchi ( https://x.com/jeremyyamaguchi ) about how he acquired 10 companies in 18 months.
Show notes:
0:00 How Jeremy built and exited 3 home services businesses
5:48 Why “boring” home services were a massive tech opportunity
8:11 Why he chose venture for Lawn Love + the YC story
12:41 Why home services are still wildly fragmented and why most founders misunderstand the space
17:36 Game selection
27:23 Cabana thesis: national pool brand via M&A + ops + vertical software
34:48 10 deals in 18 months, 4x YoY growth
59:45 Only buy…
The skinny
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