Tresor Capital Partner Michael Gielkens at 'De Jong Beleggen' podcast on serial acquirers
This week, Tresor Capital partner and co-owner Michael Gielkens was a guest for the second time on the Jong Beleggen podcast by Milou Brand and Pim Verlaan. This episode delves deeper into serial acquirers: companies that grow strategically by systematically acquiring other companies.
While most acquisitions destroy value, a select group of 'programmatic acquirers' create superior long-term value through a repeatable and disciplined approach, making it a competitive advantage.
The key to recognizing 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.
At the end of the podcast, it is briefly mentioned that we recently consolidated the position in Indutrade for clients into AddTech and Lifco; a brief explanation of this will follow in this newsletter.
You can listen to the podcast via the button below. Here you can read the shownotes, with relevant background information about serial acquirers. We wish you lots of listening pleasure!
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