How these serial acquirers generate 20-40% annual returns for decades?They buy small, niche, profitable companies again and again.In this episode, we break down the strategy, the structure, and what private buyers can learn from the greatest acquisition machines on earth.TIMESTAMPS0:00 Why tiny acquisitions beat big deals1:12 21x, 120x, 375x: Lifco, Addtech, Constellation & Heico’s insane returns2:07 The simple playbook: buying small boring companies again and again3:56 Engine #1 - Organic growth in the “unsexy” corners of the economy6:50 Engine #2 - Programmatic M&A: what these serial acquirers actually buy13:07 Sponsor: CapitalPad - deal-by-deal private equity access for accredited investors14:27 Owning 100+ companies: resilience, diversification & the 7-7-7 structure16:00 What private buyers & HoldCo builders can apply immediately (7 acquisition principles)19:35 Sponsor: Spacebar Studios - get your B2B newsletter built for $0 upfront21:02 Don’t chase synergies: culture, dominant niches & promoting leaders from within23:07 You’re playing the same game as Lifco & Constellation (long-term compounding mindset)Sponsors:https://capitalpad.com/https://www.spacebarstudios.co/inquireFollow Mikk/PrivateEquityGuy on Twitter: ⁠⁠https://x.com/PrivatEquityGuyThis podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

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