Why Thrive Holdings Is Spending $1 Billion on These Roll-Ups
カートのアイテムが多すぎます
カートに追加できませんでした。
ウィッシュリストに追加できませんでした。
ほしい物リストの削除に失敗しました。
ポッドキャストのフォローに失敗しました
ポッドキャストのフォロー解除に失敗しました
Why Thrive Holdings Is Spending $1 Billion on These Roll-Ups
-
ナレーター：
-
著者：
In this episode of 5 Minutes in the Lower Middle Market, we explore a trend that would have sounded strange just a few years ago: venture-backed companies pivoting into roll-ups.
For years, investors chased pure software businesses. Today, many are realizing that in fragmented industries, it may be easier to buy the customer base first and modernize it later with AI.
We break down why accounting has become one of the most attractive consolidation markets, how firms like Kelly Partners have completed more than 90 acquisitions, and why AI could accelerate the next wave of professional services roll-ups.
Timestamps
0:00 Why venture investors are pivoting to roll-ups
0:26 The surprising trend happening inside venture capital
1:10 Why accounting has become a prime acquisition target
2:36 Kelly Partners and the 90+ acquisition playbook
3:20 Why keeping local partners invested matters
4:33 How AI is changing the roll-up equation
4:41 Why buying firms may beat building software from scratch