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212 - Roll-Ups vs. Holdcos: Understanding the Key Differences and Benefits with Dzmitry Miranovich
Manage episode 497699147 series 3591759
đ¨MY NEWSLETTER https://nikolas-newsletter-241a64.beehiiv.com/subscribe đ¨
Join me, Nik (https://x.com/CoFoundersNik), as I interview Dzmitry Miranovich (https://x.com/dzmitry9). Dzmitry is building a massive roll-up in the veterinary clinic space, currently with over 20 locations!
Many people have ideas about what a roll-up or holdco actually is, but Dzmitry breaks down the real differences and reveals why he chose the roll-up route. We dive deep into what makes a good industry for a roll-up, from market fragmentation and tailwinds to operational value creation and how to actually quantify your runway for consolidation!
Questions This Episode Answers:
⢠What's the difference between a roll-up and a holdco?
⢠What key characteristics make an industry ideal for a roll-up?
⢠How do you calculate an industry's runway for consolidation?
⢠How does a roll-up's operational value creation drive success?
⢠Why is your first acquisition crucial when building a roll-up?
Enjoy the conversation!
__________________________
Love it or hate it, I'd love your feedback.
Please fill out this brief survey with your opinion or email me at [email protected] with your thoughts.
__________________________
MY NEWSLETTER: https://nikolas-newsletter-241a64.beehiiv.com/subscribe
Spotify: https://tinyurl.com/5avyu98y
Apple: https://tinyurl.com/bdxbr284
YouTube: https://tinyurl.com/nikonomicsYT
__________________________
This week we covered:
00:00 Understanding Holdcos vs. Roll-Ups
04:50 The Roll-Up Strategy: Why Choose This Path?
09:57 Key Characteristics of a Successful Roll-Up
14:47 Measuring Market Fragmentation and Consolidation
20:05 The Importance of Size in Acquisitions
23:26 The Importance of First Acquisitions
25:24 Navigating Challenges in Early Partnerships
28:19 Understanding the Veterinary Clinic Market
31:10 Differentiating the JV Model from Traditional Roll-Ups
36:25 Operational Value Creation in Roll-Ups
41:07 Identifying Market Tailwinds and Risks
44:03 Analyzing the Dental Roll-Up Market
217 episodes
Manage episode 497699147 series 3591759
đ¨MY NEWSLETTER https://nikolas-newsletter-241a64.beehiiv.com/subscribe đ¨
Join me, Nik (https://x.com/CoFoundersNik), as I interview Dzmitry Miranovich (https://x.com/dzmitry9). Dzmitry is building a massive roll-up in the veterinary clinic space, currently with over 20 locations!
Many people have ideas about what a roll-up or holdco actually is, but Dzmitry breaks down the real differences and reveals why he chose the roll-up route. We dive deep into what makes a good industry for a roll-up, from market fragmentation and tailwinds to operational value creation and how to actually quantify your runway for consolidation!
Questions This Episode Answers:
⢠What's the difference between a roll-up and a holdco?
⢠What key characteristics make an industry ideal for a roll-up?
⢠How do you calculate an industry's runway for consolidation?
⢠How does a roll-up's operational value creation drive success?
⢠Why is your first acquisition crucial when building a roll-up?
Enjoy the conversation!
__________________________
Love it or hate it, I'd love your feedback.
Please fill out this brief survey with your opinion or email me at [email protected] with your thoughts.
__________________________
MY NEWSLETTER: https://nikolas-newsletter-241a64.beehiiv.com/subscribe
Spotify: https://tinyurl.com/5avyu98y
Apple: https://tinyurl.com/bdxbr284
YouTube: https://tinyurl.com/nikonomicsYT
__________________________
This week we covered:
00:00 Understanding Holdcos vs. Roll-Ups
04:50 The Roll-Up Strategy: Why Choose This Path?
09:57 Key Characteristics of a Successful Roll-Up
14:47 Measuring Market Fragmentation and Consolidation
20:05 The Importance of Size in Acquisitions
23:26 The Importance of First Acquisitions
25:24 Navigating Challenges in Early Partnerships
28:19 Understanding the Veterinary Clinic Market
31:10 Differentiating the JV Model from Traditional Roll-Ups
36:25 Operational Value Creation in Roll-Ups
41:07 Identifying Market Tailwinds and Risks
44:03 Analyzing the Dental Roll-Up Market
217 episodes
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