The Rollup Report

02 Guest Database — 35+ High-Value Targets

Organized by category. Each guest gives you proprietary data, SEO value, and social proof for the next guest. Start with the easiest "yes" and build up.

Hemant Taneja

CEO & Managing Director, General Catalyst

Pioneered the "AI roll-up" playbook with $1.5B Creation Strategy — acquires mature companies and injects AI to 10x margins.

PE/VCTier 1 TargetLinkedIn[email protected]

Graham Weaver

Founder & CEO, Alpine Investors

Named 2025 PE Innovator of the Year. PeopleFirst strategy + AI integration across portfolio. Massive LinkedIn following for PE.

PE/VCTier 1 TargetLinkedIn[email protected]

Orlando Bravo

Founder, Thoma Bravo — $160B AUM

Largest software-focused PE firm on Earth. Pioneer of buy-and-build in SaaS. Could share how AI changes their operating playbook.

PE/VCWhale TargetLinkedIn[email protected]

Robert F. Smith

Founder, Vista Equity Partners — $100B AUM

The original "operational excellence in software PE" playbook. Vista's integration methodology is legendary.

PE/VCWhale TargetLinkedIn[email protected]

Samir Kaul

Managing Partner, Khosla Ventures

Khosla is pioneering "AI-infused roll-ups" — buying mature cos and injecting AI. Experimental but huge signal.

PE/VCTier 2LinkedIn[email protected]

Jake Sloane

ZBS Partners / Shield Technology Partners

Launched Shield with Thrive backing — rolling up MSPs and injecting AI/automation. Active deal-maker with $500M+ deployed.

PE/VCTier 2LinkedIn[email protected]

AJ Brown

COO, Apex Service Partners — $1.3B Revenue

One of the largest home services roll-ups in the US. Could share deal sourcing, integration playbook, and how AI changes operations at scale.

OperatorTier 1 TargetLinkedIn[email protected]

Alex Israel

CEO, Metropolis — $5B Valuation

AI-native infrastructure rollup. Bought SP+ (parking) and is injecting AI. $5B valuation in 2026. Textbook AI rollup case study.

OperatorTier 1 TargetLinkedIn[email protected]

Matt Price

CEO, Crescendo — $100M ARR, $500M Val

AI contact center rollup — hit $100M ARR in 2 years. Replacing BPOs with AI. Incredible growth story.

OperatorTier 1 TargetLinkedIn[email protected]

Steve Stagner

CEO, Crete PA (Thrive-backed accounting rollup)

$500M+ accounting rollup backed by Thrive Capital. Integrating AI for audit, tax prep, bookkeeping across acquired firms.

OperatorTier 2LinkedIn[email protected]

Andrew Wilkinson

Founder, Tiny Capital — 40+ Companies

Built a Berkshire-style holding company for internet businesses. Great on deal structure, patience, and operator selection.

OperatorTier 2LinkedIn[email protected]

Brent Beshore

CEO, Permanent Equity

Long-hold PE buying $5M-$50M EBITDA businesses. Extremely transparent about deal process, valuation, and integration. Great content creator.

OperatorTier 2LinkedIn[email protected]

Mark Leonard

Founder, Constellation Software — $70B Market Cap

The GOAT of vertical SaaS roll-ups. 900+ acquisitions. Doesn't do media — getting him would be legendary.

OperatorWhale TargetLinkedIn[email protected]

Dan Martell

Founder, SaaS Academy — Scaled & Exited 5 Companies

Teaches SaaS founders to scale. Would give amazing content on what makes a SaaS company "rollup-ready" from the founder side.

OperatorTier 3LinkedIn[email protected]

Peter Lohmann

Founder, RL Property Management (sold via rollup)

Sold his property management company into a PE rollup. Can share the seller's side — what made him sell, the process, what he'd do differently.

OperatorTier 2LinkedIn[email protected]

Avoca AI Founders

CEO, Avoca — $1B Valuation, $125M Raised

AI platform for home services. $1B valuation. Powers the operational backbone of home services rollups.

OperatorTier 1 TargetLinkedIn[email protected]

Trish & Palmer Higgins

Operators — Bought a small biz, scaled to $10M+

Relatable "bought our first business" story. Scaled with AI tools. Great for the aspiring acquisition entrepreneur audience.

OperatorTier 3LinkedIn[email protected]

Codie Sanchez

Founder, Contrarian Thinking — Boring Businesses

Massive audience in "buying boring businesses." Could discuss how AI changes the SMB acquisition game and her holding company model.

MediaTier 1 TargetLinkedIn[email protected]

Alex Hormozi

Founder, Acquisition.com — $200M+ Portfolio

Buys and scales businesses using extreme operational playbooks. His AI chatbot model (Level 3 database) is directly relevant.

MediaWhale TargetLinkedIn[email protected]

Walker Deibel

Author, "Buy Then Build" — Acquisition Entrepreneur OG

Wrote the bible on buying small businesses. Could discuss how AI changes the search, diligence, and integration process.

MediaTier 2LinkedIn[email protected]

Ryan Tansom

Host, Intentional Growth Podcast

Deep in the exit planning / M&A advisory space. Could discuss AI's impact on valuations, deal prep, and how sellers should think about AI buyers.

MediaTier 3LinkedIn[email protected]

Andrew Bocskocsky

Co-founder, Grata (acquired by Datasite for $500M)

Built the leading AI deal sourcing platform. Acquired for $500M. Can share how AI is changing private market intelligence.

AI ToolTier 1 TargetLinkedIn[email protected]

Kison Patel

CEO, DealRoom — M&A Process Management

Hosts M&A Science podcast. Built DealRoom for M&A project management. Deep in the integration/PMI process.

AI ToolTier 2LinkedIn[email protected]

Prescott Nasser

CEO, Sourcescrub — Deal Sourcing Intelligence

AI-powered deal origination for PE. Can discuss how the best PE firms use tech to find off-market deals.

AI ToolTier 2LinkedIn[email protected]

Peter Lehrman

CEO, Axial — Lower Middle Market M&A Network

Runs the largest digital M&A network for lower middle market deals. Can share data on deal flow, pricing, and how AI is changing intermediation.

AI ToolTier 2LinkedIn[email protected]

Will Thorndike

Author, "The Outsiders" + Search Fund Investor

Wrote the book on capital allocation. Active search fund investor. Can discuss AI's impact on the search fund model.

Search/ETAWhale TargetLinkedIn[email protected]

Will Smith

Host, Acquiring Minds Podcast

Top podcast in the SMB acquisition space. Could do a cross-pod collaboration. Great network of acquisition entrepreneurs.

Search/ETATier 2LinkedIn[email protected]

David Barnett

Author & Educator — SMB M&A

Deep in deal structure, seller financing, SBA loans. Practical knowledge that aspiring acquirers need.

Search/ETATier 3LinkedIn[email protected]

Richard Parker

Author, "How to Buy a Good Business at a Great Price"

Classic M&A educator. Can discuss deal evaluation frameworks and how AI augments traditional diligence.

Search/ETATier 3LinkedIn[email protected]

Chelsea Wood

Search Fund Operator / ETA Community Leader

Younger generation ETA operator. Can discuss how AI tools are changing the search fund process for first-time acquirers.

Search/ETATier 3LinkedIn[email protected]

03 Outreach Playbook — Getting the "Yes"

Nathan's method: find the moment (LinkedIn post, funding announcement, press hit), comment publicly, DM with value prop, make it easy (15 min, flex schedule). Here's your version for rollup operators.

The Psychology (Why They Say Yes)

1SEO Value: "When someone Googles '[their company] revenue' or '[their company] acquisition,' your episode will rank #1. You control the narrative."
2Elephant Bumping: Show them who else has been on. "[Codie Sanchez / Graham Weaver / etc.] were on last month."
3Deal Flow: "Operators and business owners who are considering selling watch this show. It's exposure to qualified sellers."
4It's Quick: "15-20 minutes. We can do it today." Remove all friction.
5Proprietary Data Flex: People want to share wins. Give them a platform to do it credibly with real numbers.

The Trigger Events (When to Reach Out)

→They post about a new acquisition — "Congrats on the deal. My audience of operators and business owners would love to hear the details."
→They close a new fund — "Fund III at $X — incredible. Come share the thesis."
→They hit a revenue milestone — "$10M ARR across the portfolio? Let's document that journey."
→They speak at an event — "Saw your talk at [event]. Loved [specific point]. Let's go deeper."
→They publish content — Comment on their post, add value, then DM with the invite.

Outreach Templates

Cold DM — After Their LinkedIn Post

Hey [Name] — saw your post about [specific thing: new acquisition, revenue milestone, fund close]. Incredible. I run The Rollup Report — we interview the operators behind the biggest roll-ups in the country. [Graham Weaver / Codie Sanchez / etc.] have been on. When someone Googles "[their company name] revenue" or "[their company] acquisitions" — our episode will rank #1. You control the narrative. It's 15-20 minutes. I can record today or tomorrow. Would you be open?

Cold Email — PE Firm / Larger Guest

Subject: [Their Company] Revenue — Feature on The Rollup Report [Name], We feature the operators and investors behind the most impressive roll-ups in the country on The Rollup Report. Recent guests include [2-3 names with portfolio sizes]. I saw [specific trigger: your acquisition of X, your fund close, your talk at Y] — our audience of business owners, operators, and acquisition entrepreneurs would get massive value from hearing the details. We already rank in the top 3 results for "[their company] revenue" — this episode would lock in the #1 spot and ensure your story is told with the depth it deserves. It's 15-20 minutes on Riverside. I have slots open [this week]. Best, Moran acquisitions.com

Warm Intro Request — To Mutual Connection

Hey [Mutual Connection], Quick ask — would you be open to connecting me with [Target Guest]? I'm featuring operators behind the biggest roll-ups on The Rollup Report podcast. [Their company / recent deal] would be an incredible episode. It's only 15-20 min, and we rank #1 on Google for most of our guests' company names. Happy to send some context if helpful. Appreciate it either way!

Outreach Action Plan — Week by Week

Week 1-2: Set up LinkedIn alerts for all 35 targets. Follow them. Start commenting on their posts with genuine, value-add comments (not "great post!" — actual insight).

Week 2-3: Send 5-7 DMs to Tier 3 targets (easiest yes). Get 3-4 booked. Record them. This gives you social proof for Tier 2.

Week 3-4: Publish first 2 episodes. Use clips + data to create LinkedIn posts. Send outreach to Tier 2 targets with links to published episodes.

Month 2: Target Tier 1 guests with full social proof stack (published episodes, SEO rankings, LinkedIn engagement). Ask Tier 2/3 guests for warm intros.

Ongoing: Monitor LinkedIn, Crunchbase, PitchBook, press for trigger events. When a target does something newsworthy, reach out within 24 hours.

Column	Purpose	Example
Guest Name	Who	Graham Weaver
Company	Their company/fund	Alpine Investors
Record Date	When data was captured	2026-06-10
Quality (1-5)	How much data they shared	5 — shared everything
Release Date	When to publish	2026-06-24
Suggested Title	AI-generated based on retention data	This PE Firm's AI Playbook Prints 40% Margins
Hook Script (45s)	First 45 seconds for retention	[AI-generated from transcript + retention model]
Riverside Link	Raw file location	[Riverside URL]
Key Data Points	Numbers extracted	Revenue: $1.3B, Deals: 47, Avg Multiple: 6.2x
SEO Keywords	Target ranking terms	"alpine investors revenue", "home services rollup"
Status	Pipeline stage	Recorded → Editing → Published

05 Interview Questions — Getting the Numbers

Like Latka asks SaaS founders for their MRR, you need to ask rollup operators for their deal metrics. Here's the framework organized by topic. Each question is designed to extract proprietary data that will power your SEO database.

Deal Sourcing 01

"Walk me through your last acquisition. How did you find that deal?"

Opens with a story, not a number. Gets them comfortable sharing before you drill into specifics.

Deal Sourcing 02

"How many deals do you look at per month vs. how many do you close? What's your conversion rate from LOI to close?"

Proprietary funnel data. Nobody else has this. Powers SEO for "[company] deal flow" and "[vertical] acquisition rate."

Deal Sourcing 03

"Are you using any AI or automation in your deal sourcing? What does your tech stack look like for finding off-market deals?"

This is the podcast thesis. Every guest should share their AI deal-sourcing approach.

Deal Sourcing 04

"What's your ICP for an acquisition target? Revenue range, EBITDA margin, what makes you say 'this is a hell yes'?"

Helps your audience understand what makes a business "rollup-ready." Great for business owners considering selling.

Deal Sourcing 05

"What percentage of your deals come from brokers vs. proprietary/off-market vs. inbound? How has that mix changed?"

Shows the audience where deals actually come from. Powers SEO for "off-market deal sourcing."

Deal Sourcing 06

"Can you pull up your CRM or deal tracker right now and show us what your pipeline looks like?"

The Latka move — ask them to show their screen. Live data is 10x more credible than verbal claims.

Diligence 01

"What's your diligence process look like? How long from LOI to close? What kills most deals?"

Process data. Helps aspiring acquirers understand the real timeline and common pitfalls.

Diligence 02

"What multiple did you pay on your last deal? How do you think about valuation in [this vertical]?"

THE number everyone wants. "What did you actually pay?" Powers SEO for "[vertical] acquisition multiples."

Diligence 03

"How are you structuring deals? What's the typical mix of cash at close, seller note, earnout?"

Deal structure data is extremely proprietary. Nobody shares this. You'll rank #1 for "[vertical] deal structure."

Diligence 04

"Are you using AI anywhere in your diligence process? Financial analysis, contract review, customer sentiment?"

Specific AI use cases. Your audience wants to know exactly which tools and how they're being used.

Diligence 05

"What's a deal that fell apart in diligence and what did you learn? What red flags do you look for now?"

Failure stories are gold. High engagement, high retention. People remember what went wrong more than what went right.

Diligence 06

"How are you financing your acquisitions? SBA? Seller financing? Fund capital? What's your cost of capital?"

Capital structure is a huge topic for aspiring acquirers. Powers SEO for "how to finance an acquisition."

Integration 01

"Day 1 after you close — what happens? Walk me through the first 90 days of integrating an acquisition."

Integration is where most rollups fail. This is the most valuable data for operators. Powers "acquisition integration playbook" SEO.

Integration 02

"What AI or automation have you deployed across your portfolio companies after acquisition? What moved the needle most?"

The thesis of the show. Real examples of AI deployed in acquired businesses.

Integration 03

"How many people were in the business when you bought it vs. now? What roles did AI replace or augment?"

Headcount before/after is explosive data. Shows the real impact of AI on operations.

Integration 04

"What's your EBITDA margin before and after you integrate a company? What does the margin expansion curve look like?"

The ultimate proof that the rollup thesis works. Before/after EBITDA is what PE firms live for.

Integration 05

"What's the hardest part of running a rollup? What keeps you up at night?"

Vulnerable, real talk. High engagement. Shows the human side of running a portfolio.

Integration 06

"If someone listening owns a business doing $2-5M revenue and is thinking about selling into a rollup — what do they need to know?"

Direct value for business owners (your ICP). This is how you convert listeners into deal flow.

Financials 01

"What's total portfolio revenue right now? Can you show us your dashboard?"

The Latka screenshare moment. Ask them to show real-time data. This is the content that goes viral.

Financials 02

"How many acquisitions have you done total? What's total capital deployed? What's your target return?"

Portfolio-level metrics. Powers SEO for "[company] portfolio size" and "[company] acquisitions."

Financials 03

"What's your hold period? Are you building to sell or building to hold forever?"

Strategic intent. Affects how they make every decision. Great for understanding different rollup models.

Financials 04

"If you had to start over today with $500K and AI tools — what vertical would you roll up and why?"

Future-looking. Gives your audience a roadmap. High retention question — everyone wants to hear this answer.

Financials 05

"What's the biggest deal you've ever done? Walk me through every detail."

Story-based deep dive. Gets specific numbers in context. Great for long-form content and case study pages.

Financials 06

"What AI agent or tool has had the highest ROI in your business? Give me the before and after numbers."

Specific, actionable, data-backed. This is what makes your podcast different from every other M&A podcast.

Keyword Cluster	Example Terms	Intent	Difficulty	Your Edge
Company + Revenue/Acquisitions	"apex service partners revenue," "alpine investors portfolio," "constellation software acquisitions"	Investor/competitor research	Low	First-party data from interview. Nobody else has this.
Vertical + Rollup	"home services rollup," "accounting firm rollup," "MSP rollup," "agency rollup"	Operators researching strategy	Medium	Database of real deals in each vertical with actual multiples and metrics.
How to Sell My [Business]	"how to sell my plumbing company," "sell my accounting firm," "sell my IT company"	Potential sellers = YOUR DEAL FLOW	Medium	Real stories from operators who bought these businesses. Seller-side episodes too.
AI + M&A	"AI due diligence," "AI deal sourcing," "AI powered acquisitions," "AI rollup strategy"	Innovation-minded operators	Low (emerging)	First mover. This keyword space is wide open right now.
Deal Structure / Financing	"acquisition multiples by industry," "SBA loan for acquisition," "seller financing structure"	Aspiring acquirers	High	Real deal structure data from interviews. Specificity beats authority.
Conference / Event Reviews	"ACG DealMAX review," "best PE conferences," "ETA summit recap"	Networking-minded operators	Low	Latka's event review playbook — selfie reviews, ratings, first-party data.

07 LinkedIn Content Library — 30+ Ready-to-Post Ideas

Not just a strategy — actual post ideas you can copy, customize, and schedule. Each one is designed to drive engagement AND funnel to acquisitions.com, the podcast, or the workshop.

POST #1 — CAROUSEL This PE firm bought 47 plumbing companies in 18 months. Here's exactly how they did it: [Slide 1: Company name + logo] [Slide 2: Avg acquisition price: $1.2M per company] [Slide 3: Multiple paid: 3.2x EBITDA] [Slide 4: Integration playbook — centralized dispatch + AI scheduling] [Slide 5: Combined EBITDA now: $18M → valued at 8-10x] [Slide 6: "Want the full breakdown? Link in comments"] The arbitrage: buy at 3x, combine, sell at 9x. That's the AI rollup playbook. Full interview on Buy.AI.Sell podcast → [link]

POST #2 — SINGLE IMAGE I just interviewed a founder who merged 12 accounting firms in 2 years. Before AI: 340 employees After AI: 127 employees Revenue: Up 37% EBITDA margin: 18% → 41% He replaced 60% of back-office with AI agents. The most shocking part? He's not done. He's buying 3 more this quarter. This is not theory. This is happening right now. Drop "ACCOUNTING" and I'll send you the episode link.

POST #3 — TEXT ONLY Here's what nobody tells you about rollup acquisitions: The first deal is the hardest. The second is easier. By the fifth, sellers are coming to YOU. Why? Because after 5 acquisitions: → Your brand is known in the vertical → Brokers send you deals first → Sellers Google you and see your podcast interviews → Your integration playbook is proven → Banks pre-approve your next LOI This is the media-to-dealflow flywheel. I broke down exactly how it works on this week's episode. [Link to episode]

POST #4 — BEFORE/AFTER BEFORE the acquisition: • $2.1M revenue, single location • 14 employees doing everything manually • Owner working 60+ hrs/week • Valued at 2.8x SDE = $1.5M 18 MONTHS AFTER (with AI integration): • $4.8M revenue, 3 locations • 9 employees + AI handling scheduling, invoicing, routing • Owner took a 3-week vacation • Now valued at 6x EBITDA = $7.2M+ Same business. Different operating system. This is what we call "Buy → Install AI → Grow → Sell." Full case study: [acquisitions.com link]

POST #5 — DEAL MATH The math behind a $0-down acquisition: Purchase price: $1.8M (3.6x SDE) SBA loan: $1.44M (80%) Seller note: $360K (20%) Year 1 cash flow after debt service: $210K Year 2 (after AI): $380K Year 3 (after bolt-on): $620K Total invested out of pocket: $0 3-year cash collected: $1.2M+ Current equity value: $3M+ This is a real deal from a guest on the podcast. He used AI to cut costs 40% in month 3. Want the full playbook? Link in comments.

POST #6 — DATA CHART I asked 25 rollup operators: "What multiple did you pay last quarter?" Here's the data [attach chart]: Home Services: 3.1x avg (range: 2.2–4.5x) Accounting/CPA: 4.2x avg (range: 3.0–6.0x) IT/MSP: 5.1x avg (range: 3.5–7.0x) Insurance agencies: 2.8x avg (range: 1.8–4.0x) The spread is WILD. The difference between 2.2x and 4.5x? → Clean books vs messy → Owner-dependent vs systemized → Single location vs multi This is from our podcast database at acquisitions.com. More data dropping every week.

POST #7 — WEEKLY METRIC AI Rollup Weekly Data Drop 📊 This week across 50+ companies in our database: → Avg deal size: $2.4M → Median hold period: 22 months → AI adoption rate post-acquisition: 73% → Avg EBITDA improvement after AI: +34% → Most active vertical: Home Services (8 deals closed) The trend that's accelerating: Buyers are now including "AI integration plan" as part of their LOI. If you're selling a business without showing AI readiness, you're leaving money on the table. Full database: acquisitions.com/rollups

POST #8 — RANKING Ranking the top 10 AI rollup operators by portfolio size: 1. Metropolis — $5B val, parking/AI infra 2. Apex Service Partners — $1.3B rev, 107 brands 3. Legacy Service Partners — $531M+, 33 brands 4. Long Lake Mgmt — $672M raised, HOA/multi-vertical 5. Crete PA — $300M+ ARR, 40+ accounting firms 6. Crescendo — $500M val, contact centers 7. UnifyCX — $149M rev, BPO 8. Savvy Wealth — $72M Series B, wealth mgmt 9. Sennder — $1B+ val, logistics 10. Candid Health — $99.5M, medical RCM Data from the Buy.AI.Sell podcast database. Who am I missing? Drop names below 👇

POST #9 — SURVEY RESULTS I surveyed 30 business owners who sold to a rollup: "Would you sell again?" → 82% yes "Did you get fair value?" → 64% yes "Biggest regret?" → Not negotiating the earn-out terms "Best part?" → Liquidity + still running the business The #1 thing sellers wish they knew: "I didn't realize I could negotiate to keep 20-30% equity and participate in the upside when the group exits." This is exactly what we teach at the acquisitions.com workshop. [workshop.acquisitions.com link]

POST #10 — INDUSTRY MAP I mapped every AI-powered rollup I could find. Here's what I learned [attach infographic]: 🔴 Hot verticals (10+ active rollups): Home Services, Accounting, IT/MSP 🟡 Warming (5-10 active rollups): Insurance, Logistics, Medical RCM 🟢 Emerging (under 5, but growing fast): Legal, Dental, Property Management, Recruiting The white space? Massive. There are 6M+ small businesses in the US. Fewer than 200 AI-powered rollups exist today. We're in the first inning. Full map + database: acquisitions.com/rollups

POST #11 — PERSONAL STORY 3 years ago I thought podcasting was a waste of time. "Who's going to listen to me talk about acquisitions?" Today that podcast has: → Generated $[X]M in deal flow → Built a database of 50+ AI rollup companies → Connected me with operators running $100M+ portfolios → Led to partnerships I never could have cold-called The lesson: Media is the ultimate deal sourcing tool. Every episode is a warm intro. Every transcript is an SEO asset. Every metric shared is proprietary data. I wish I'd started 5 years earlier. If you're in M&A and not creating content, you're leaving deals on the table.

POST #12 — GUEST SPOTLIGHT Last week I sat down with [Guest Name]. He told me something I'll never forget: "We don't buy businesses. We buy problems. And then we let AI solve them." His portfolio: • [X] companies acquired in [Y] months • Average purchase: $[Z]M • Post-AI EBITDA lift: [%] The most interesting part was HOW they find deals. (Hint: It's not brokers.) Full episode drops Thursday. Follow + 🔔 so you don't miss it.

POST #13 — CONTRARIAN Unpopular opinion: You don't need PE backing to do a rollup. Here's what you DO need: 1. A thesis (which vertical + why AI matters) 2. One acquisition (prove the model) 3. A media presence (podcast, LinkedIn, newsletter) 4. A playbook (integration + AI deployment) 5. A capital partner (debt, not equity — keep your ownership) PE firms want 80% of your company. A debt partner wants their money back + interest. I'd rather own 100% of a $20M portfolio than 20% of a $100M one. Agree or disagree? This is what I teach at workshop.acquisitions.com

POST #14 — FAILURE STORY The worst acquisition I ever saw: Bought a $3M revenue business for 5.2x EBITDA. "We'll cut costs with AI and flip it in 18 months." What actually happened: → Month 1: Key employee quit (he WAS the business) → Month 3: AI implementation failed (data was a mess) → Month 6: Revenue dropped 40% → Month 12: Sold for 1.8x. Lost $1.2M. The lesson? AI can't fix a business that depends on one person. Before you deploy AI, ask: "If the owner left tomorrow, does revenue still come in?" If the answer is no, don't buy it. More lessons like this on the Buy.AI.Sell podcast.

POST #15 — DAY IN THE LIFE Here's what a Tuesday looks like when you run a rollup: 7:00 AM — AI dashboard review (all 8 portfolio companies on one screen) 8:00 AM — Weekly standup with 3 GMs (15 min each, max) 9:30 AM — Record 2 podcast episodes back-to-back (Riverside) 11:00 AM — Review 3 new deals from brokers (AI pre-screened to 2) 12:00 PM — Lunch with a seller I've been nurturing for 6 months 2:00 PM — Integration call: deploying AI scheduling in company #6 4:00 PM — LinkedIn content: post this week's deal data + schedule 3 posts 5:30 PM — Done. Pick up kids. This is what "freedom through acquisitions" actually looks like. No 80-hour weeks. No micromanaging. Just systems. workshop.acquisitions.com if you want the playbook.

POST #16 — HOT TAKE In 5 years, every acquisition will include an "AI audit" just like a financial audit. Buyers will demand: → Which processes are AI-automated? → What's the AI readiness score? → How many human-dependent workflows remain? → What's the AI integration cost to hit target EBITDA? Businesses without AI readiness will trade at 30-40% discounts. This isn't prediction. It's already starting. 3 of the last 5 deals I reviewed included AI assessment in the LOI. Get ahead of this. Now.

POST #17 — DEBATE STARTER Rollups are getting a bad reputation. "They buy your business, fire half the team, and flip it." But here's what the BEST rollup operators do: → Keep the founder involved (with equity upside) → Invest in the team (AI handles grunt work, humans do creative work) → Grow revenue 30-50% in year 1 (new channels the founder never had time for) → Give the founder liquidity AND upside Bad rollups are financial engineering. Good rollups are operational transformation. Which one are you building?

POST #18 — PREDICTION My prediction for 2027: The first "AI-native rollup" will IPO. Here's what it'll look like: • 50-100 small businesses merged into one entity • $50-100M combined EBITDA • Shared AI infrastructure across all companies • 3-5x more efficient than non-AI competitors • Public at 12-15x EBITDA = $600M-$1.5B market cap The operator who figures this out first becomes the next great American conglomerate. This is exactly what we're tracking on the podcast. Follow along → Buy.AI.Sell

POST #19 — MYTH BUSTING "You need $10M to start a rollup." False. Here's what you actually need: Deal #1: SBA loan (0% down possible) Deal #2: Seller financing + cash flow from Deal #1 Deal #3: Bank loves you now — better terms Deal #4: Debt partner comes to YOU Deal #5: You're raising a fund and people are asking to invest Total out-of-pocket to start: $0-$50K The secret? Start small, prove the model, let the results fund the growth. Every billionaire rollup operator started with one ugly little business. Which vertical are you going after?

POST #20 — COMPARISON Nathan Latka built a $200M+ lending business from a podcast. His playbook: 1. Interview 2,500+ SaaS founders 2. Extract proprietary metrics every episode 3. Build a database (GetLatka: 90K+ companies) 4. Use the data to underwrite loans (FounderPath) 5. The podcast IS the deal flow engine I'm applying the same model to acquisitions: 1. Interview rollup operators + sellers + investors 2. Extract deal metrics (multiples, EBITDA, AI impact) 3. Build the AI rollup database (50+ companies and growing) 4. Use the data to source, fund, and structure deals 5. The podcast IS the acquisition pipeline Media → Data → Capital → Deals Same playbook. Different vertical. Follow the journey: @MoranPober

POST #25 — WORKSHOP FUNNEL I spent 10 years and $1B+ in transactions learning this: The #1 skill in business isn't sales. It isn't marketing. It isn't even AI. It's ACQUIRING undervalued businesses and transforming them. I put everything I know into a free live workshop: → How to find deals nobody else sees → The "Buy → Install AI → Grow → Sell" framework → How to close with $0 down (SBA + seller financing) → How AI agents replace 50-80% of back-office costs → The exit strategy: sell at 3-5x what you paid Free. Live only. No replay. [workshop.acquisitions.com]

POST #26 — SOCIAL PROOF Last workshop results: • 2,400 people registered • 847 attended live • 23 people closed their first deal within 90 days • Average deal size: $1.8M • Combined portfolio value created: $41M+ One attendee messaged me: "I used your AI integration checklist on day 1 of ownership. Saved $340K in year one." Next workshop: [date] Free registration: workshop.acquisitions.com

POST #27 — FRAMEWORK The acquisitions.com framework in one image: STEP 1: Find (AI-powered deal sourcing) STEP 2: Buy (SBA, seller financing, debt partners) STEP 3: Install AI (30-60 day integration playbook) STEP 4: Grow (new channels + AI efficiency = margin expansion) STEP 5: Exit or Hold (sell at higher multiple or cash flow forever) [Attach framework infographic] 90% of people stop at Step 1. The workshop shows you all 5. workshop.acquisitions.com

POST #28 — LEAD MAGNET I just put together 60 slides on "How AI is Changing M&A in 2026." Data from 50+ AI rollup interviews on the podcast. Including: → Average multiples paid by vertical → AI cost savings benchmarks (real data, not estimates) → The 12-month rollup timeline → Top 10 verticals ranked by AI opportunity → Deal structure templates Drop "SLIDES" in the comments and I'll send you the link. [After 48 hrs + 500 likes: edit post link to webinar registration]

POST #29 — POLL + CTA If you could buy ONE type of business and deploy AI to 3x it, which vertical? 🅰️ Home Services (plumbing, HVAC, roofing) 🅱️ Professional Services (accounting, law, consulting) 🅲️ Healthcare Services (dental, medical billing, PT) 🅳️ Tech Services (MSP, cybersecurity, dev shops) Vote below 👇 I'll share the results + which one has the best numbers from our database. (Spoiler: the data might surprise you) Full vertical rankings: acquisitions.com/rollups

POST #30 — THREAD/CAROUSEL I've interviewed 50+ rollup operators on the Buy.AI.Sell podcast. Here are the 10 rules they ALL follow: 1. Never pay more than 4x EBITDA for the first deal 2. AI integration starts on Day 1, not Day 90 3. Keep the founder for 12-24 months minimum 4. Centralize back-office, decentralize customer relationships 5. Your second deal should be in the same metro area 6. Debt beats equity until you hit $10M+ EBITDA 7. Brand each company independently (customers hate change) 8. Hire a fractional CFO before deal #3 9. Build media (podcast/newsletter) — it's your moat 10. The exit is a group sale or IPO, never one-off Which one resonates most? Full interviews: Buy.AI.Sell podcast (YouTube + Spotify)

The Post-to-Ad Pipeline (Latka Method)

How It Works

1Publish organic post with high-value content (data, screenshots, clips).
2Wait 48 hours. See which posts get organic traction (200+ likes).
3Edit the post link → Change the URL to webinar, database, or acquisitions.com landing page.
4Run LinkedIn ads behind it. Social proof = lowest CPC ever.
5Email/text blast the link. "My post on [topic] has 1,500 likes. Here's the full deck."

Content Calendar (Weekly)

MMonday: Data post — chart or metric from your database
TTuesday: Recording day — behind-the-scenes teaser or clip
WWednesday: Hot take or story post — drive engagement
TThursday: Episode release — full carousel with key metrics
FFriday: Workshop/lead magnet promo — funnel to acquisitions.com

08 Events Strategy — In-Person Deal Flow

Latka says in-person events drive 10%+ of his leads. Here are the key M&A / PE / rollup events to attend, speak at, and review for SEO value.

Jun

TBD

ACG DealMAX 2026

Las Vegas, NV

Largest M&A conference in North America. 3,000+ attendees. PE firms, intermediaries, operators. THE event for deal flow.

Fall

TBD

Wharton ETA Summit 2026

Philadelphia, PA

Top search fund / ETA event. Aspiring acquirers, search fund investors. Great for younger operator audience.

TBD

'26

Stanford Search Fund CEO Conference

Palo Alto, CA

Intimate, elite. Search fund operators and investors. Hard to get into but incredible networking.

TBD

'26

Buy Then Build Summit

Virtual / City TBD

Walker Deibel's event. Acquisition entrepreneurs. Great audience overlap with your ICP.

TBD

'26

MIT ETA Summit

Cambridge, MA

Academic + practitioner mix. Search fund operators, MBA students interested in acquisitions.

Oct

TBD

M&A Science Summit

San Francisco, CA

Kison Patel's event. M&A practitioners, corp dev leaders. Great for AI in M&A angle.

TBD

'26

IBBA Annual Conference

City TBD

International Business Brokers Association. Brokers who control SMB deal flow. Key relationship channel.

TBD

'26

SaaStr Annual

San Francisco, CA

If covering SaaS rollups. 15,000+ attendees. Great for sourcing SaaS founder guests and sponsors.

TBD

'26

Home Service Freedom Conference

City TBD

Home services operators. Direct access to business owners who are acquisition targets or potential rollup partners.

The Latka Event SEO Playbook

Before the event: Create a page on your site — "/events/acg-dealmax-2026-review" — start ranking for "[event name] review" before you even attend.

At the event: Interview attendees on camera (15-second clips). Ask them to leave a review on your site with a selfie. This is first-party data Google can't get elsewhere.

After the event: Publish review roundup with ratings, selfies, key takeaways. You'll rank #1 for "best M&A conferences" and every individual event name.

Ongoing: Maintain an /events directory with all M&A events ranked and reviewed. This becomes a permanent SEO asset driving traffic year-round.

HOST Your Own Events — The Real Playbook

Latka acquired SaaSOpen and sold out in 43 minutes. You don't need to buy an event — you can BUILD one. Start small, scale fast.

START HERE — MONTH 3

Monthly Virtual Roundtable

"AI Rollup Operators Roundtable" — 60 min, 5-8 operators on Zoom, you moderate. Record it. Publish highlights as podcast bonus episodes.

✓ Cost: $0
✓ Audience: 50-200 live viewers
✓ Content output: 4-6 LinkedIn clips per session
✓ Revenue: Free (list builder) or $49/seat for "VIP Q&A"

MONTH 6

Quarterly AI Rollup Summit

Half-day virtual summit. 8-10 speakers. Panel discussions. Live deal sourcing room. Sponsor slots for SaaS tools, lenders, brokers.

✓ Cost: $2-5K (platform + promotion)
✓ Audience: 500-2,000 registrations
✓ Revenue: $10-25K (sponsors + premium tickets)
✓ Content: 20+ clips, full recordings, highlight reels

YEAR 2

Annual "RollupCon" — In Person

The SaaSOpen equivalent for rollups. 200-500 attendees. 2 days. Keynotes, deal rooms, live podcast recordings, networking dinners. THE event for the rollup industry.

✓ Cost: $50-100K (venue, production, marketing)
✓ Audience: 200-500 operators, investors, sellers
✓ Revenue: $200-500K (tickets + sponsors + deal rooms)
✓ Deal flow: 10-20 LOIs generated on-site

Intimate Dinner Series (Highest ROI)

Latka does Soho House dinners. You should do "AI Rollup Dinners" in key cities. 12-15 operators, invite-only, no recordings. This is where real deals happen.

$500

Cost per dinner (you buy)

12-15

Operators per dinner

4-6

Dinners per year

$10M+

Deal flow generated

Cities to start: Miami, Austin, NYC, LA, San Francisco. Tie them to existing conferences — host dinner night before ACG DealMAX, for example.

9B The Rollup Capital Model — Media → Debt → IPO

Nathan Latka turned a podcast into FounderPath ($200M+ deployed, $13.5M ARR, $40.5M valuation). Here's how to build the same model for rollups: become the debt funding partner, the integration partner, AND the IPO partner.

The Latka Blueprint (What He Actually Built)

2015	Launched podcast
2017	Started personal debt investments in SaaS companies
2019	Incorporated FounderPath (originally "Operation Pie")
2020	Platform launch — funding in 24 hours
2021	$2.5M ARR, profitable, 10 employees. Raised $10M debt facility
2022	$13.5M ARR. Raised $145M ($135M debt + $10M equity). Acquired SaaSOpen. $40.5M valuation
2024	$271M deployed to 724+ founders

His Revenue Streams

$FounderPath lending: $13.5M ARR — 7-19% interest on loans to SaaS companies
$GetLatka database: $49-99/mo subscriptions — 90,500+ companies, 28 metrics each
$SaaSOpen events: Acquired Oct 2022, sold portion to SaaStock for $1.6M
$Podcast sponsorship: 2,500+ episodes, 18M+ downloads

Key insight: Latka spent 4 years building audience before monetizing through lending. The podcast was never the business — it was the deal flow engine.

YOUR Model: Rollup Capital — 5 Revenue Layers

Apply the Latka model to acquisitions. Instead of lending to SaaS companies, you become the funding + operating partner for rollup operators across every vertical.

Layer 1: Media Engine

YEAR 1

The podcast + database + newsletter. This is your deal flow machine, your authority builder, and your proprietary data moat.

Revenue: Sponsorships + database subscriptions
Target: $10-50K/mo by month 12
Model: GetLatka-style — $49-199/mo for AI rollup database access
Moat: First-party data from 100+ operator interviews

Layer 2: Debt Capital Partner

YEAR 1-2

Like FounderPath for rollups. Provide growth debt to operators who need capital for acquisitions, AI integration, or working capital. Non-dilutive.

How: Raise a debt facility ($5-25M to start)
Terms: 12-36 month loans, 10-18% interest, secured by business assets + revenue
Deal size: $100K-$2M per operator
Edge: You KNOW these operators from the podcast — you've seen their metrics live

Layer 3: Minority Rollup Stake

YEAR 2-3

The Richard Branson model. You bring operators together, provide the playbook + AI integration + capital, and take 20-30% minority stake for orchestrating the rollup.

Your role: Matchmaker + integrator + capital partner
Stake: 20-30% for bringing the group together
Operators keep: 70-80% ownership + operational control
Your edge: Media identifies the best operators, data validates them

Layer 4: Management Licensing Fee

YEAR 2+

Branson charges licensing fees for the Virgin brand + operating playbook. You charge a monthly fee for your AI integration playbook, shared services infrastructure, and the acquisitions.com brand halo.

Fee structure: 2-5% of revenue OR $5-15K/month per portfolio company
What they get: AI playbook, shared tech stack, group purchasing, back-office, CFO services, brand
Branson precedent: Virgin licenses brand to 300+ independent companies — each operates autonomously
Scale: 20 portfolio companies × $10K/mo = $2.4M/yr recurring management fees

Layer 5: IPO / Group Exit Partner

YEAR 3-5

The endgame. Merge 10-50 companies with $1-10M EBITDA each into a single entity. Take it public via IPO or SPAC, or sell to a larger PE group at premium multiples.

Target: $50-100M combined EBITDA
Multiple arbitrage: Buy at 3-5x, public at 12-15x = 3-4x value creation
SPAC market: 138 SPACs raised $25.8B in 2025 — 3x increase from 2024
Your 20-30% stake: On a $500M entity = $100-150M in equity value

The Full Flywheel: Media → Debt → Minority Stake → IPO

🎙

Podcast

Interview operators, extract metrics, build authority

→

📊

Database

Proprietary rollup data → subscriptions + underwriting edge

→

💰

Debt Capital

Fund operators' acquisitions — 10-18% returns

→

🤝

Minority Stake

20-30% for bringing the group together

→

🏛

IPO / Exit

Merge $50-100M EBITDA → public at 12-15x

The "100 Rollup IPOs" Vision

The goal: Help 100+ rollup groups go from $1-10M EBITDA small businesses → merged, AI-optimized entities → IPO or premium group exit. You take 20-30% minority stake in each for orchestrating the merger, providing capital, and deploying the AI playbook.

100+

Rollup Groups to IPO/Exit

$1-10M

Starting EBITDA per business

20-30%

Your minority stake per group

12-15x

Public market multiple target

How It Works — Step by Step

Identify the vertical — Podcast interviews reveal which verticals have the most fragmentation, AI opportunity, and willing sellers. Your database has the data.

Find the lead operator — Someone who's already done 1-3 acquisitions in the vertical and wants to scale. You've interviewed them on the podcast.

Structure the rollup group — You bring 5-15 similar businesses together under one entity. Lead operator runs day-to-day. You deploy the AI integration playbook.

Fund via debt — Your debt facility covers acquisition costs. Operators put in sweat equity. No dilutive VC. Think Branson: each company operates independently, shared infrastructure underneath.

Deploy AI across all companies — Centralized AI stack: scheduling, invoicing, customer service, routing, back-office. This is where the margin expansion happens (avg +34% EBITDA improvement per our data).

Charge management/licensing fee — 2-5% of revenue for the playbook, brand, tech stack, and CFO services. This covers your operating costs and creates recurring revenue.

Scale to $50-100M combined EBITDA — At this scale, you're attractive to public markets or large PE buyers. The multiple arbitrage is massive: bought at 3-5x, worth 10-15x combined.

IPO or group exit — Take public via direct listing, SPAC, or traditional IPO. Or sell to a larger PE group. Your 20-30% stake on a $500M+ entity = $100-150M in equity.

Revenue Model — All 5 Layers Combined

Revenue Layer	Year 1	Year 3	Year 5	Type
Media (podcast + database subs)	$120K	$500K	$1.2M	Recurring
Workshop / Training	$200K	$800K	$2M	Event-based
Debt Capital Interest	$150K	$2M	$8M	Lending spread
Management / Licensing Fees	$0	$1.2M	$4.8M	Recurring
Equity Value (20-30% stakes)	—	$5-15M	$50-150M	Paper → exit
Total Annual Revenue (excl equity)	$470K	$4.5M	$16M

Latka vs. Your Model — Side by Side

Latka / FounderPath

🎙 Media: The Top Entrepreneurs podcast (2,500+ eps)
📊 Data: GetLatka — 90K+ SaaS companies, $49-99/mo
💰 Capital: FounderPath — $271M deployed, 7-19% interest
🎪 Events: SaaSOpen — acquired, scaled
🏛 Exit: FounderPath valued at $40.5M (2022)
📐 Vertical: B2B SaaS only

Your Model / Rollup Capital

🎙 Media: Buy.AI.Sell podcast + acquisitions.com content
📊 Data: AI Rollup Database — every operator, deal, metric
💰 Capital: Debt facility for rollup operators — 10-18%
🎪 Events: RollupCon + dinner series + quarterly summits
🏛 Exit: 20-30% stakes in 100+ rollup groups → IPOs
📐 Vertical: All SMB verticals (home services, accounting, MSP, etc.)

Latka turned a podcast into a $40M+ lending business in 7 years. The rollup space is 10x larger than B2B SaaS lending. The playbook is proven — you're just applying it to a bigger market with a better exit path (IPO).

9C Database Subscription Model — Your GetLatka for Rollups

Latka's GetLatka does $720K+/yr from SaaS metrics subscriptions at $49-99/mo. Here's the equivalent for AI rollups — a database people will pay for because nobody else has this data.

Pricing Tiers

Free

$0/forever

Top-of-funnel. Get people into the ecosystem.

✓ Browse top 20 rollup companies (name + vertical only)
✓ Weekly newsletter with 1 deal breakdown
✓ Access to 3 podcast episodes/month
✗ Full company profiles
✗ Funding data + multiples
✗ Export / CSV download

Lead magnet → email list

Operator

$99/mo $149

For rollup operators, search funders, and aspiring acquirers.

✓ Full database access (all 50+ companies + growing)
✓ Company profiles: revenue, EBITDA, multiples paid, AI stack
✓ Founder LinkedIn + contact info
✓ Deal structure breakdowns from podcast episodes
✓ Weekly data drops + new company alerts
✓ AI Rollup Score™ — proprietary rating of AI readiness
✓ Monthly virtual roundtable access
✗ Bulk export / API

Core revenue driver

Investor / PE

$499/mo

For PE firms, family offices, and lenders sourcing rollup deals.

✓ Everything in Operator, plus:
✓ Unlimited CSV/Excel exports
✓ Real-time deal flow alerts (new companies, funding rounds)
✓ M&A signal monitoring (hiring surges, revenue changes)
✓ Quarterly industry reports with proprietary benchmarks
✓ Priority intro requests to operators
✓ Invite to private dinner series
✓ Dedicated account manager

High-margin, low-volume

Revenue Math

Tier	Price	Subscribers (Yr 1)	Subscribers (Yr 3)	ARR (Yr 1)	ARR (Yr 3)
Free	$0	5,000 emails	25,000 emails	$0	$0 (conversion funnel)
Operator	$99/mo	80	400	$95K	$475K
Investor / PE	$499/mo	15	60	$90K	$359K
Total Database ARR				$185K	$834K

Latka's GetLatka does ~$720K/yr. These numbers are conservative — the rollup space has fewer but higher-value subscribers (PE firms, family offices, lenders). A single $499/mo Investor tier customer is worth $6K/yr.

What Makes This Data Unique (Your Moat)

Data Nobody Else Has

✓Actual multiples paid — not estimated, not ranges. The real number from the operator's mouth on your podcast.
✓Post-AI EBITDA lift — before/after metrics showing exactly what AI integration did. No other database tracks this.
✓Integration timeline + cost — how long it took, how much it cost, what went wrong. First-party case study data.
✓AI stack details — which tools, which vendors, which custom builds. Operators share this on-air because it makes them look smart.
✓Voice + transcript data — AI models can't scrape audio. Your transcripts are permanent SEO moat.

Data Fields Per Company

Identifiers:

Company name, HQ, founding year, website, CEO/founder, LinkedIn

Financials:

Revenue, EBITDA, growth rate, margins, funding raised, valuation

Deal Metrics:

Multiple paid, deal structure, seller financing %, SBA %, hold period

Rollup Metrics:

# acquisitions, acquisition pace, vertical focus, geographic scope

AI Integration:

AI stack, automation %, headcount change, EBITDA lift, integration cost, timeline

Meta:

AI Rollup Score™, podcast episode link, last updated, data confidence level

★ First 30 Days — Exact Action Plan

Stop planning. Start doing. Here's exactly what to execute in the first 30 days to launch the podcast, build the database, and start the flywheel. Every item has a deadline and a deliverable.

Week 1: Foundation

Days 1-7 — Setup & Brand

☐Day 1: Register YouTube channel (@BuyAISell or chosen name). Set up channel art, description, about page
☐Day 1: Create podcast RSS via Spotify for Podcasters (free). Add name, description, cover art
☐Day 2: Set up Riverside.fm account ($15/mo). Test recording quality with a friend
☐Day 2: Create acquisitions.com/podcast landing page with email capture
☐Day 3: Set up Acuity Scheduling for guest booking (30-min slots, batch Tuesdays)
☐Day 4: Create Claude Project with interview prep template (from Section 4)
☐Day 5: Write and schedule 5 LinkedIn posts for Week 2 launch buzz
☐Day 6-7: Finalize intro/outro script. Record a 60-sec intro video for YT

Deliverables this week

Week 2: First Guests

Days 8-14 — Outreach & First Recordings

☐Day 8: Send 10 outreach messages using Template A (from Section 3). Target "easy yes" guests — mid-tier operators, tool founders
☐Day 9: Send 10 more outreach messages using Template B (warm intro). Ask your network for intros to anyone doing rollups
☐Day 10: Follow up on Day 8 sends. Book first 2-3 recordings for next week
☐Day 11: Create episode prep docs for booked guests (Claude Project — auto-generates from LinkedIn + company info)
☐Day 12: Post LinkedIn announcement: "I'm launching a podcast about AI-powered acquisitions. First 10 guests get featured in our rollup database. DM me if you're building in this space."
☐Day 13-14: Record first 2 episodes back-to-back. Use the question framework from Section 5. Get the metrics on camera

2-3

Episodes recorded

Week 3: Content Engine

Days 15-21 — Edit, Publish, Repurpose

☐Day 15: Edit Episode 1 (or outsource to a $50-100 editor on Upwork). Add intro/outro, trim dead air, export audio + video
☐Day 16: Upload Episode 1 to YouTube + Spotify. Create thumbnail (guest face + big metric number)
☐Day 16: Create 3 LinkedIn carousel slides from Episode 1 metrics. Post with episode link
☐Day 17: Extract 2-3 short clips (60 sec each) for YouTube Shorts + LinkedIn native video
☐Day 18: Add Episode 1 guest to your database (company profile, metrics shared, AI stack)
☐Day 19: Send 10 more outreach messages. Mention: "Episode 1 just dropped — here's the link." Social proof is building
☐Day 20-21: Record Episodes 3-4 (batch them). Publish Episode 2. You're now 1 week ahead of schedule

Episodes live, 2 more recorded

Week 4: Scale & Monetize

Days 22-30 — Systems, SEO, First Revenue Signal

☐Day 22: Create SEO pages for each guest/company — acquisitions.com/companies/[name]. Include transcript excerpts + metrics
☐Day 23: Launch newsletter signup with first "Weekly Rollup Data Drop" — 5 metrics from your first 4 episodes
☐Day 24: Reach out to 3 potential sponsors: AI tools, SBA lenders, M&A software. Send them your download numbers + audience profile
☐Day 25: Host first virtual roundtable (5-8 guests from your first episodes + their networks). Record it. Post highlights

☐Day 26: Publish Episode 3 + 4. You now have a weekly cadence established
☐Day 27: Create "AI Rollup Database" landing page with free tier access. Start collecting emails
☐Day 28: Write and post the big LinkedIn carousel: "I interviewed 4 AI rollup operators. Here's what I learned" — your first viral play
☐Day 29-30: Record Episodes 5-6. Send outreach to 10 bigger-name targets now that you have 4 episodes as proof. Book next month's guests

4-6

Episodes Published

500+

Email Subscribers

8-12

Database Entries

20+

LinkedIn Posts Made

Day 30 Checkpoint — What "Good" Looks Like

Minimum Viable (You're on Track)

✓ 4 episodes published (weekly cadence)
✓ 200+ email subscribers
✓ 10+ database entries with real metrics
✓ 1,000+ YouTube views total
✓ 5+ guest bookings for next month
✓ 1 LinkedIn post with 100+ likes

Crushing It (Flywheel Spinning)

🔥 6+ episodes published (1-2 per week)
🔥 500+ email subscribers
🔥 20+ database entries
🔥 5,000+ YouTube views total
🔥 Guests are DMing YOU to come on
🔥 First sponsor conversation started
🔥 1 LinkedIn post with 500+ likes
🔥 First deal referral from a guest

"Latka recorded his first 100 episodes before anyone cared. By episode 200, he had a waitlist. By episode 500, he was a kingmaker. You don't need to be perfect — you need to be consistent. Ship Episode 1 this week."

12 AI Rollup Contact Database — 50+ Companies & Investors

Every AI-powered rollup company, founder, and investor we could find. Includes LinkedIn profiles, websites, funding data, and verticals. This is your outreach hit list.

Company	Sector	Founder / CEO	LinkedIn	Funding / Size	Location
Metropolis	Parking / AI Infra	Alex Israel	LinkedIn [email protected]	$5B val · $1.8B raised	Los Angeles
Crescendo	Contact Center	Matt Price	LinkedIn [email protected]	$500M val · $50M Series C	San Francisco
Apex Service Partners	Home Services	AJ Brown	LinkedIn [email protected]	$1.3B rev · 107 brands	Tampa, FL
Eudia	Legal Services	Omar Haroun	LinkedIn [email protected]	$105M Series A (GC)	Palo Alto
Titan MSP	IT Managed Services	Saurin Patel	LinkedIn [email protected]	$74M (GC)	New York
Crete PA	Accounting / CPA	Jake Sloane / Steve Stagner	LinkedIn [email protected]	$300M+ ARR · 40+ firms	USA
Long Lake Mgmt	HOA / Multi-Vertical	Alexander Taubman	LinkedIn [email protected]	$672M raised · $100M EBITDA	New York
Accrual	Accounting	Cosmin Nicolaescu	LinkedIn [email protected]	$75M (GC)	San Francisco
Avoca AI	Home Services	Tyson Chen & Apurva Shrivastava	LinkedIn [email protected]	$1B val · $125M raised	USA
Multiplier Holdings	Accounting / Pro Svcs	Noah Pepper	LinkedIn [email protected]	$27.5M (Lightspeed+Ribbit)	Singapore
Dwelly	RE Lettings	Ilia Drozdov	LinkedIn [email protected]	$93M (GC) · 10K+ properties	London, UK
Lawhive	Legal Services	Pierre Proner	LinkedIn [email protected]	$60M Series B · $35M ARR	London, UK
Savvy Wealth	Wealth Management	Ritik Malhotra	LinkedIn [email protected]	$72M Series B · $2B+ AUM	New York
Legacy Service Partners	Home Services	Robert Millock	LinkedIn [email protected]	$531M+ · 33+ brands	Tampa, FL
Shield Technology Partners	IT MSP	Jim Siders	—	$100M+ (Thrive+ZBS)	USA
Candid Health	Medical RCM	Nick Perry	LinkedIn [email protected]	$99.5M · 200+ orgs	San Francisco
Buena	Property Mgmt	Din Bisevac	LinkedIn [email protected]	$58M (GV) · 20+ acquisitions	Berlin, DE
Arbio Group	Vacation Rental	Constantin Schröder	LinkedIn [email protected]	$45M+ · 30+ acquisitions	Berlin, DE
COVU	Insurance Agency	Ali Safavi	LinkedIn [email protected]	$50M total	San Francisco
BHub	Accounting / Back-Office	Jorge Vargas Neto	LinkedIn [email protected]	$55.9M Series B	São Paulo, BR
Nuvocargo	Logistics / Freight	Deepak Chhugani	LinkedIn [email protected]	$85M+ (Tiger, QED)	New York
Loop	Freight Audit / Supply Chain	Matt McKinney	LinkedIn [email protected]	$95M Series C	USA
Onepilot	Contact Center	Adrien Hugon	LinkedIn [email protected]	$20.4M	Paris, FR
Sennder	Logistics (Road Freight)	David Nothacker	LinkedIn [email protected]	$1B+ val · $413M raised	Berlin, DE
UnifyCX	Contact Center / BPO	Vidya Ravichandran	LinkedIn [email protected]	$149.3M revenue	Louisville, KY
Alix (MeetAlix)	Estate Planning	Alexandra Mysoor	LinkedIn [email protected]	$30.65M (Schwab, EdJones)	USA
Iterative Health	Clinical Research	Jonathan Ng	LinkedIn [email protected]	$77M Series C	Cambridge, MA
Recycleye	Waste Recycling	Victor Dewulf	LinkedIn [email protected]	$23.4M (DCVC)	London, UK
2X Marketing	B2B Marketing	Domenic Colasante	LinkedIn [email protected]	PE-backed · Inc 5000	Philadelphia
Enam Co.	Worker Productivity	Zayd Enam	LinkedIn [email protected]	$300M+ val (a16z+OpenAI)	San Francisco
United Accountants	Accounting / CPA	Karl Paadam & Akim Arhipov	LinkedIn [email protected]	Early-stage	New York / Miami
Particle Health	Medical Records API	Troy Bannister	LinkedIn [email protected]	$39.3M	New York
Kaikaku	Restaurant Automation	Josef Chen	—	$1.8M Seed	London, UK
Alloy River	Fractional CFO	Undisclosed	—	$30M+ (Elad Gil, Tobi Lutke)	USA
Rollout AI	IT MSP	Blaise Bradley	LinkedIn [email protected]	Seed (2025)	Austin, TX
Ellis	Immigration Law	Sampei Omichi	LinkedIn [email protected]	Early-stage	USA
Carr Riggs & Ingram	Accounting / Audit	Bill Carr	—	~$500M rev (Centerbridge)	USA
R1 RCM	Medical RCM	Lee Rivas	—	$8.9B take-private	USA
Agent AI	Medical RCM	—	—	Seed	USA
Cynch	Accounting	—	—	Seed	USA
Gain	Accounting	—	—	Seed	USA
Lightswitch	Property Management	—	—	Seed	USA
Pioneers	Recruiting	—	—	Seed	USA
Strala	Insurance TPA	—	—	Seed	USA
Longview	Restoration Services	—	—	Seed	USA
Gazelle Travel	Travel Agency	—	—	Seed	USA
General Catalyst	VC — AI Rollup Creation	Hemant Taneja (CEO)	LinkedIn [email protected]	$1.5B AI Creation Fund	Boston / SF / NYC
General Catalyst	VC — Creation Lead	Marc Bhargava (Partner)	LinkedIn [email protected]	Leads $1.5B rollup strategy	Boston
ZBS Partners	PE — AI Rollup Sponsor	Jake Sloane & Frank Zhang	LinkedIn [email protected]	$100M+ (Crete, Shield)	New York
Bessemer Venture Partners	VC	Brian Feinstein (Partner)	LinkedIn [email protected]	Crete PA, CRI investor	Menlo Park
Elad Gil (Gil Capital)	Angel / Solo VC	Elad Gil	LinkedIn [email protected]	$3B fund · Alloy River, Enam	San Francisco
Celesta Capital	VC / Operator	Anand Chandrasekaran	LinkedIn [email protected]	Co-created Crescendo at GC	San Francisco
AI Roll-up Nexus	Database — 186 companies	Sahil Patwa (GP, Tenet VC)	LinkedIn [email protected]	Tenet — EU inception fund	Europe
airoll-up.com	Playbook / Framework	Akim Arhipov (CPTO)	LinkedIn [email protected]	UnitedAccountants.com	New York / Estonia
AIMultiple	Research / Analyst	Sila Ermut	—	30 investments analyzed	Global

Highest-Priority Outreach Targets

Sahil Patwa — Creator of ai-rollup.fyi, GP at Tenet. Most connected person in AI rollup space. Get him on first.

Marc Bhargava — GC partner deploying $1.5B into AI rollups. Will want deal flow exposure.

Jake Sloane / Frank Zhang — ZBS Partners. Built Crete, Shield, Legacy. Prolific operators.

Karl Paadam + Akim Arhipov — UnitedAccountants / airoll-up.com. Practitioners, very active on LinkedIn.

Ilia Drozdov — Dwelly. Just raised $93M from GC. Active on social, young aggressive builder.

Matt Price — Crescendo. $100M ARR in 2 years. The most explosive AI rollup growth story.

13 Competitive Landscape

Adjacent podcasts, media, and databases in the M&A / rollup / acquisition space. All links verified. Your differentiation: AI focus + real numbers + database play.

Podcasts & Shows

M&A Science Podcast ↗

Kison Patel — DealRoom

Enterprise M&A focus. Corp dev leaders. More process-oriented. Your edge: SMB/middle market + AI focus + actual numbers.

Adjacent

Acquiring Minds ↗

Will Smith

SMB acquisition stories. Great show. Your edge: AI angle + database/SEO play + focus on rollups vs. individual acquisitions.

Direct Competitor

Acquisitions Anonymous ↗

Bill D'Alessandro + crew

Deal review format — review real listings. Fun, educational. Your edge: interviewing actual operators, not reviewing listings.

Adjacent

Think Like an Owner ↗

Alex Downing

Search fund / PE focused. More institutional. Your edge: AI focus + getting operators to share real dashboards and numbers.

Adjacent

Invest Like the Best ↗

Patrick O'Shaughnessy — Colossus

Broader investing. Sometimes covers PE/rollups. High production value. Your edge: niche specificity + data extraction model.

Tangential

Contrarian Thinking ↗

Codie Sanchez

"Boring businesses" media empire. Huge audience. Your edge: deeper, more data-driven, focused on scaled rollups not single acquisitions.

Adjacent

Nathan Latka Show ↗

Nathan Latka — GitLacka / FounderPath

The model you're adapting. SaaS focused. Your edge: different vertical (rollups/M&A), different ICP (operators/sellers vs. SaaS founders).

Inspiration

Intentional Growth ↗

Ryan Tansom — Exit Planning

Exit planning / M&A advisory. Seller-side perspective. Your edge: buyer/operator side + AI focus + database/SEO play.

Tangential

The Game w/ Alex Hormozi ↗

Alex Hormozi — Acquisition.com

Buys and scales businesses. Massive audience. Your edge: niche (AI rollups specifically) + deal-level data + SEO database moat.

Tangential

Databases & Written Resources

AI Roll-up Nexus ↗

Sahil Patwa — 186 companies tracked

Open directory of AI rollup cos. Company database, essays, industry screener. Static data, no podcast/video. Your edge: first-party interview data.

Key Competitor

airoll-up.com ↗

Akim Arhipov & Karl Paadam — UnitedAccountants

Playbook/ebook site. Investment rationale, execution framework, case studies. Practitioners in accounting rollup space.

Adjacent

AIMultiple — AI Rollups ↗

Research / Analyst — Updated May 2026

Analyzed 30 investments, 130+ investors. Funding trends, industry distribution. Generic — no operator interviews or deal-level data.

Adjacent

Sourcery VC Newsletter ↗

Written VC/PE analysis

Good written analysis of AI rollup trend (General Catalyst, Khosla). Your edge: podcast format + first-party data + database.

Tangential

Your Differentiation

The Rollup Report — acquisitions.com

1) AI focus + real numbers on camera. 2) First-party voice/video data AI can't scrape. 3) Database moat powering SEO. 4) Deal flow funnels to acquisitions.com. Nobody else has all four.

YOU

01 The Flywheel — How This Prints Deal Flow

Podcast Episode

Proprietary Data

SEO Database

Content Engine

Deal Flow

Your Version of This for Rollups:

1B Podcast Branding & YouTube Channel

Channel Name Options

Buy.AI.Sell

The Rollup Report

Rollup Radio

Acquired & Scaled

The Acquisitions.com Show

Brand Architecture

YouTube Channel Setup

Channel Strategy

Distribution (All Platforms)

02 Guest Database — 35+ High-Value Targets

Hemant Taneja

Graham Weaver

Orlando Bravo

Robert F. Smith

Samir Kaul

Jake Sloane

AJ Brown

Alex Israel

Matt Price

Steve Stagner

Andrew Wilkinson

Brent Beshore

Mark Leonard

Dan Martell

Peter Lohmann

Avoca AI Founders

Trish & Palmer Higgins

Codie Sanchez

Alex Hormozi

Walker Deibel

Ryan Tansom

Andrew Bocskocsky

Kison Patel

Prescott Nasser

Peter Lehrman

Will Thorndike

Will Smith

David Barnett

Richard Parker

Chelsea Wood

03 Outreach Playbook — Getting the "Yes"

The Psychology (Why They Say Yes)

The Trigger Events (When to Reach Out)

Outreach Templates

Outreach Action Plan — Week by Week

04 Recording Setup — Maximum Efficiency

Recording Platform

Scheduling

Hardware

Episode Workflow (Start to Finish)

Pre-Recording (10-15 min)

Post-Recording (Automated)

Master Episode Tracker (Google Sheets Template)

05 Interview Questions — Getting the Numbers

06 SEO Strategy — Own the Search Results

Priority Keyword Clusters

The Database Play (Your Version of GitLacka)

How It Works

SEO Pages to Build

07 LinkedIn Content Library — 30+ Ready-to-Post Ideas

The Post-to-Ad Pipeline (Latka Method)

How It Works

Content Calendar (Weekly)

08 Events Strategy — In-Person Deal Flow

ACG DealMAX 2026

Wharton ETA Summit 2026

Stanford Search Fund CEO Conference

Buy Then Build Summit

MIT ETA Summit

M&A Science Summit