PrivateEquityGuy (Mikk Markus)
@PrivatEquityGuy
Host of HoldCo Builders podcast | Investing in traditional profitable businesses. Tweets about the process.
Big year coming in boring biz. While everyone’s heavy on AI, Web3, NFTs. We buy metal for $250 -> create cogs and gears -> sell them for $4,000 It feels like 1997. When the Dot-com bubble happened. Exciting!
- No outside capital - $80k salary for 5 years - 35% annual growth for 8 years - $160m+ in revenue
7 takeaways from the conversation with @STLChrisH, CEO of HP Solutions Group, the 9-fig holding company behind one of America’s fastest-growing residential services brands. (The power of organic growth combined with two acquisitions) 1. Going from $0 to $9M is way harder than…
Important: “Have you promised or told your key employees in the last 5-10 years that you would sell the company to them? This may be one of THE most important questions to ask a current owner IF you want to acquire their business. Literally. Why? It’s because here was a case…
This might surprise you but everyone has fears, no matter the level. People who look up to have fears as well. They just face it and move on.
"From $0 to $9m was way harder than $9m to $200 million”" That line alone will rewire how you think about scaling a company
7 takeaways from the conversation with @STLChrisH, CEO of HP Solutions Group, the 9-fig holding company behind one of America’s fastest-growing residential services brands. (The power of organic growth combined with two acquisitions) 1. Going from $0 to $9M is way harder than…
When thinking about what industry to pursue and what company to acquire: Consider taking the next 30-60 days to visit as many industries and businesses as possible, asking yourself: - What makes one business grow 20% a year while another flatlines? - Why do some have a strong…
A slightly different Monday to you... Btw there's no need to answer them out loud, but take your time and think for yourself: 1. What do I actually want out of [insert your company & investment firm name here]? 2. What would get me to jump out of bed every day for the next 30…
A guy films himself driving a truck through Norway. Each video gets 250k+ views.His channel? 400,000 subs Meanwhile there’s a YT channel with 100 in-depth interviews of biz owners who've acquired 500+ companies...breaking down deals, growth and strategy Less than 9k subs Wild.
He said he literally left THIS in Switzerland to pay 2.5-3 times for a "boring" HVAC company with $350,000 in EBITDA.
Just finished an 60-min conversation with a former corporate CFO turned small business acquirer based. Left the job in 2020. Bought the 1st company in 2021 2/3rd in 2022 4th in 2024 He said he competely screwed up the first deal so doing 2nd and 3rd deal fast saved him.…
Heard a true horror story from a gentleman who today manages a great eight-figure portfolio, but he said that if he had bought just one company and given it all his attention, rather than hiring a buy-side broker to build deal flow to buy next 2 bizs he would be back at his 9-5.
Many M&A professionals aspire to become small business acquirers. Some even have the goal of acquiring more than one company. To build a holdco. In 99% of cases it not about finding an acquisition target or putting together a deal, it’s more about being willing to quit your job…
I was chatting on WhatsApp with a guy who was working on the biggest deal of his life - a company with $25M in sales and about $5.5million in EBITDA. Then they sent him a no-explanation withdrawal letter through their lawyer and blocked him... 2 days before saying there was…
I found the best "secret" to growing and attracting like-minded people for interesting conversations, business, etc. is to simply do and live an interesting life. Whenever there are a lot of interesting things happening in my life, my posts go "viral"; whenever it's slow and…
The problem with the current X algo: If you write interesting, high-signal posts targeted to small niches, these get ~no distro, meaning even your followers who have explicitly opted in to get these posts don't see them, and you get no Elonbux. The algo "wants" posts that are…
Very few people reach the wonderland of selling their business. Brandon did it and was open to sharing all the details about the money he made, the terms of the deal, and what he is building today.
Are there any better free cash flow business models than a well-run B2B marketing agency? I talked to a guy who’s company was doing $600k in EBITDA which almost all of it was free cash flow. No wonder he sold it for 7-figures to build a holding company with already 6 business…