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Gustaf Hakansson Profile picture
Gustaf Hakansson
@SerialAcquirers
I've a thing for small serial acquirers. Background in private equity & SaaS M&A. No investment advice.
Feb 19, 2022 • 7 tweets • 7 min read
Updated the Primer on Serial Acquirers into a book today. Ok, that’s an exaggeration – it’s a 7 min skim (you’re welcome).

4 things (among others) in the book: asset-intensity & inflation, self-fulfilling hurdles, niche econ, & Constellation Software $CSU
And 4 stupid things (among others): the strip club paradox, you as an excel formula, me trying to rationalize having sold (some) CSI too early, & Charlie’s chat.
▫️ What do you think are the worst takes in the PDF?

You can find the free book here: acquirers.com/serial-acquire…
Sep 20, 2021 • 9 tweets • 2 min read
The second illiquid firm to take your mind of the broader market (and just maybe make you pick up something illiquid) is...

Polish Ifirma $IFI - a peer to the Swedish cloud accounting software firm Fortnox $fnox . Managed by @Wojtek7919, who in his Swedish hat (!) might be able to answer further questions/correct me.
I get a great vibe from talking with this guy. A thrifty character with skin in the game. He will blow (a little) cash on non-core projects.