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Listen "How I Acquired 4 Companies and Built $30M Portfolio in 4 Years | Mathias Calonius Interview"
Episode Synopsis
Mathias Calonius is a serial acquirer and co-founder of the Finnish holding company JATKAJA, which has 5 companies in its portfolio and a turnover of more than 50 million dollars.“The first 3.5 years have included 10+ transactions and the formed 4 group companies stand at around $30M+ in revenue”Location: FinlandHoldCo name: JATKAJA (means: continuer)This short 55-minute call turned out to be an MBA on how to build a diversified HoldCo around boring traditional companies.We discuss:— Day-to-day when operating 5 portfolio companies— How to find excellent deals— Expensive mistakes to avoid in the future— How to 3x a $3m company to $9m company— Entrepreneurs being too greedyShow Notes:00:00:00 - Intro00:00:15 - Why invest in traditional companies and not in something else?00:02:25 - Swedish series acquirers (trading at P/E ratio of 25x) were a big motivation00:03:45 - Is Mathias a generalist or a specialist00:06:15 - What Mathias and the JATKAJA team look at when acquiring the company00:08:45 - This is how they find deals00:13:10 - How much time they spent on finding good deals in 202300:14:05 - Will they buy 100% of the company00:17:00 - Growing a portfolio company from 3 million to 9 million in revenue00:19:35 - Exact methods to accelerate growth00:23:30 - The biggest mistakes with portfolio companies00:28:10 - HoldCo's biggest risks in the world (sales-sales-sales)00:31:20 - How Mathias spends his time between 5 portfolio companies00:32:55 - Mathias' difficult situations in life and business00:35:02 - Should we build one company or focus on 19 other companies?00:38:03 - When a great team meets a bad market, the bad market wins - how and why?00:40:20 - We all have that friend who isn't the smartest but runs a very successful business00:41:25 - Should you be greedy in business?Follow PrivatEquityGuy on Twitter: https://Twitter.com/PrivatEquityGuyJoin HoldCo Builders weekly newsletter on finding deals, raising capital, and growing small niche manufacturing businesses: https://privatequityguy.beehiiv.com/subscribeMathias on Twitter: https://twitter.com/MathiasCaloniusThis podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
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