Niklas Sävås

Niklas Sävås, a senior equity analyst at Redeye AB, dives into the intriguing world of serial acquirers—companies that thrive by strategically purchasing others. He discusses why these businesses can outperform market norms, emphasizing best practices that lead to successful acquisitions. Sävås highlights the crucial factors of cash flow and competitive advantage while explaining the unique dynamics of acquisitions in both Nordic and US markets. He also touches on the challenges these acquirers face and the significance of organic growth.

Niklas Sävås, equity analyst at Redeye and author/podcaster on M&A, explains Swedish serial acquirers' playbook. He discusses why M&A often outpaces organic growth. He highlights how minimal integration, disciplined financing, and sector-agnostic deals drive high P/E multiples. He also covers sourcing, post-acquisition realities, and the daily struggle of finding strong local managers.