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Day 3 of the @nikitabier challenge
The AI plateau of PE rollups.
For decades, private equity rollups followed a simple playbook: buy fragmented businesses, centralize back office, standardize processes, squeeze costs, expand margins.
The model worked across industries:
Day 2 of the @nikitabier Challenge
Let’s talk home service businesses.
There’s two types of businesses, recurring and non-recurring revenue
Landscapers, Pest Control, and Cleaners have a stable recurring revenue stream and tend to garner better multiples. It’s an easier life
