I’ve recently been discussing serial acquirers with a few people, which reminded me to give this podcast another listen.
I’m posting this here as a reminder for others too. 
Topics:
00:00 Intro
00:25 Definition of a serial acquirer
02:07 What types of serial acquirers are there?
09:30 Capital allocation and value creation
26:55 Most typical acquisitions
35:11 Why is a serial acquirer an attractive owner?
51:05 Valuation methods
Serial Acquirers
1:05:13 Boreo
1:06:22 Relais
1:14:33 Indutrade
1:15:32 Lifco
1:17:01 Addtech, Lagercrantz
1:18:14 Fasadgruppen, Instalco
1:20:50 Constellation Software
1:23:12 Summary
And here’s this “new thread” as well: