The Real Playbook Behind an Operator-Led Roll-Up (10 Acquisitions in 18 Months)

Mike Markus ( ⁠https://x.com/PrivatEquityGuy ) talks to Jeremy Yamaguchi ( https://x.com/jeremyyamaguchi ) about how he acquired 10 companies in 18 months.Show notes:0:00 How Jeremy built and exited 3 home services businesses5:48 Why “boring” home services were a massive tech opportunity8:11 Why he chose venture for Lawn Love + the YC story12:41 Why home services are still wildly fragmented and why most founders misunderstand the space13:59 Sponsor: CapitalPad (backing searchers + proprietary deal access)17:36 Game selection27:23 Cabana thesis: national pool brand via M&A + ops + vertical software28:45 Sponsor: SpaceBar Studios (35,000 newsletter subs in 90 days guarantee)34:48 10 deals in 18 months, 4x YoY growth59:45 Only buy from good-faith sellersSponsors:https://capitalpad.com/ - A deal-by-deal private equity investing platformhttps://www.spacebarstudios.co/inquireThis podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.