Adrián, Head of the arena  (@adrivalue)

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Adrián, Head of the arena @adrivalue · May 2

$CSU.TO .@Perseus_Group is doing a great job communicating with potential sellers This interview with Co-President Daniel Zinman provides insights on scaling, adapting, improving... csiperseus.com/resources/dani…

AAdrián, Head of the arena @adrivalue · Apr 24

$CSU.TO From 2022 to 2024, the volume of SaaS deals increased by approximately 20% In 2025, we anticipate that the high volume of SaaS M&A deals will continue to have a ripple effect across the technology sector 👀 via @Perseus_Group

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Adrián, Head of the arena @adrivalue · Jul 9

That's a interesting one: - SaaS with virtually no competition - Rolled out in 95%+ of aussie pharmacies - 20%+ rev. growth - 70%+ recurring rev. - 87%+ gross margins, but unprofitable - (Probably) Poorly managed Classic hunting ground for $CSU.TO, let's turn it around baby!

CC.J.@CJ0pp3l · Jul 9

$CSU just purchased the ANZ & UK segments 🙂

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Adrián, Head of the arena @adrivalue · Jul 4

$CSU.TO Insightful podcast with a Portfolio CEO from Cora Group, part of the Vela Software operating group Main topic is M&A: due diligence, red flags, KPIs, contract terms, valuation, people... 👀 Transcript here: smallpdf.com/file#s=35b9a00… h/t @BehindFintech @Gowzican1

adrivalue's tweet card. Click to open this document on Smallpdf—or use our 30+ free PDF tools to compress, merge, edit, and more!

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Adrián, Head of the arena @adrivalue · May 27

$ACP.WA Great Q guys Shares +80% YTD 👀

AAdrián, Head of the arena @adrivalue · Jan 31

$TOI.V acquired a 10% stake in $ACP.WA for ~€170 million Is a VMS holding co. w/ ~€4 billion in revenue 👀 I'm really enjoying the corporate structure: minority stakes, SIX publicly traded subsidiaries (marked in green) and weird things 😂 #Europoor

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Adrián, Head of the arena @adrivalue · May 19

$CSU.TO For me, the highlight of the AGM was the new (experimental) bonus/incentive scheme 🤯 Allowing employees to invest their bonuses in the underlying businesses is a stroke of genius I'm guessing that it will increase alignment and reduce talent turnover Absolute banger!

adrivalue's tweet image. $CSU.TO

For me, the highlight of the AGM was the new (experimental) bonus/incentive scheme 🤯

Allowing employees to invest their bonuses in the underlying businesses is a stroke of genius

I'm guessing that it will increase alignment and reduce talent turnover

Absolute banger!

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Adrián, Head of the arena @adrivalue · May 1

$TOI.V Those minority equity investments ain't fun, uh? I feel for the accounting guys, keep that ☕ going 💪

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Adrián, Head of the arena @adrivalue · Apr 24

$CSU.TO From 2022 to 2024, the volume of SaaS deals increased by approximately 20% In 2025, we anticipate that the high volume of SaaS M&A deals will continue to have a ripple effect across the technology sector 👀 via @Perseus_Group

adrivalue's tweet image. $CSU.TO

From 2022 to 2024, the volume of SaaS deals increased by approximately 20%

In 2025, we anticipate that the high volume of SaaS M&amp;A deals will continue to have a ripple effect across the technology sector

👀

via @Perseus_Group

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Adrián, Head of the arena @adrivalue · Mar 27

Solid 2024 results for $ACP.WA ✅Revenue up ✅Margins up That's all we need to know cc $TOI.V $CSU.TO

AAdrián, Head of the arena @adrivalue · Jan 31

$TOI.V acquired a 10% stake in $ACP.WA for ~€170 million Is a VMS holding co. w/ ~€4 billion in revenue 👀 I'm really enjoying the corporate structure: minority stakes, SIX publicly traded subsidiaries (marked in green) and weird things 😂 #Europoor

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Adrián, Head of the arena @adrivalue · Jan 14

Röko IPO is coming in 2025 Is one of the newest 🇸🇪 serial acquirers, managed by the legendary CEO of Lifco Fredrik Karlsson 33 acquisitions to date since inception in 2019, usually paying up to 8x EBITA Although ROCE is not spectacular, at least for now Thoughts?

adrivalue's tweet image. Röko IPO is coming in 2025

Is one of the newest 🇸🇪 serial acquirers, managed by the legendary CEO of Lifco Fredrik Karlsson

33 acquisitions to date since inception in 2019, usually paying up to 8x EBITA

Although ROCE is not spectacular, at least for now

Thoughts?

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Adrián, Head of the arena @adrivalue · Dec 31

Donville Kent on 🇨🇦 Small Caps: "2025 should see a significant uptick in [🇨🇦] acquisitions (...) since the election, the amount of M&A activity has increased by a significant magnitude". P.S.: Happy old year! (There are still a few hours left, enjoy the good old 2024 lol) 🍾

adrivalue's tweet image. Donville Kent on 🇨🇦 Small Caps:

"2025 should see a significant uptick in [🇨🇦] acquisitions (...) since the election, the amount of M&amp;A activity has increased by a significant magnitude".

P.S.: Happy old year! (There are still a few hours left, enjoy the good old 2024 lol) 🍾

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Adrián, Head of the arena @adrivalue · Nov 8

$CSU.TO Organic growth +6% Have a nice weekend fellas

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Adrián, Head of the arena @adrivalue · Sep 24

$CSU.TO What about some organic growth? Sure, I'll take it

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