Tresor Capital partner Michael Gielkens on 'De Jong Beleggen' podcast about serial acquirers
This week, Tresor Capital partner and co-owner Michael Gielkens was a guest for the second time on the Jong Beleggen podcast hosted by Milou Brand and Pim Verlaan. This episode takes a deeper look at serial acquirers: companies that grow strategically by systematically acquiring other companies.
Although most acquisitions destroy value, a select group of 'programmatic acquirers' create superior long-term value precisely through a repeatable and disciplined approach, turning it into a competitive advantage.
The key to identifying successful serial acquirers lies in a thorough analysis of both operational execution (culture, business system) and capital allocation, with a very strong focus on the quality and vision of management being essential.
Towards the end of the podcast, it is briefly mentioned that we recently consolidated the position in Indutrade for clients into AddTech and Lifco; a short explanation of this will follow in this newsletter.
You can listen to the podcast via the button below. Here you can read the show notes, with relevant background information on serial acquirers. We wish you an enjoyable listen!
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This publication is intended for general information purposes only and should not be regarded as investment advice.
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This article was originally written in Dutch and automatically translated into English with the help of AI. In case of any difference, the Dutch original prevails.
