CONSOLIDATION & ROLL UP STRATEGY

CONSOLIDATION & ROLL UP STRATEGY

Our advisors have a unique approach for Roll Up planning, Roll-up strategies targets businesses in a defined industry with the intent to create a larger entity.  The theory often starts with a platform company that is seeking to expand its business and market share through the acquisition of competitors and similar enterprises.  As the platform company continues to acquire smaller companies, it gets larger and can pursue entities of larger sizes.  The acquisition of multiple businesses is often referred to as “bolt-on acquisitions.”  The resulting consolidation of the platform company and its bolt-on acquisitions

can lead to an entity of considerable size and scope.