Mike Markus ( https://x.com/PrivatEquityGuy ) talks to Luis Reyes of Iberian Ventures ( https://www.linkedin.com/in/luiz/ ) about how he has completed over 30 acquisitions in 4 years and is building a fire safety rollup in Europe.
Snow notes:
0:00 From rural Mexico to more than 30 acquisitions
4:00 Buy-and-build thesis
6:45 Funding the first deals
11:55 The 100-day integration playbook
19:00 Using AI to scale operations and service quality
32:05 Deal sourcing at scale without spam
37:05 Managing risk, customer concentration, and diligence
44:35 Takeaways for other buyers
53:00 Hold vs sell and capital discipline
Sponsors:
https://capitalpad.com/ - A deal-by-deal private equity investing platform
https://www.spacebarstudios.co/inquire
This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
