acquisitions
(30)
All Things Mobile Analytic thinks in pieces
A wallet with too many features. A telecom business. A growing collection of Italian technology firms. All Things Mobile Analytic is testing how much more useful the pieces become when they belong together.
Bergmann built the connections.
A Rochester bridge engineer built a firm around local knowledge and many disciplines. Four decades later, Colliers bought the connections as much as the capabilities.
Arcosa found its edge in the heavy stuff
A quarry is hard to move. A power pole is hard to replace. Arcosa built its strategy around those inconvenient facts - and CRH just bought the business for $8.5 billion.
Dream Finders Homes: The power of paying later
A deferred payment helped launch three houses in Florida. Today, the same logic underpins a national builder with a $2.2 billion acquisition to digest.
IDEX makes the parts you can't afford to lose
A valve, a filter, a rescue tool. IDEX has built a multibillion-dollar business around the small things that determine whether the big things work.
Gibraltar Industries bets on the overlooked.
Gutters. Greenhouses. The parts of a building you notice when they stop working. Gibraltar is spending big to make more of them - and selling businesses to sharpen its focus.
The company behind your intermission
J&J Snack Foods turned a bankrupt pretzel maker into a portfolio of familiar treats. Its less visible business is getting those treats to the exact moment you want one.
SiteOne sells the missing hour.
The landscape supplier built a $4.7 billion business around a simple contractor problem: too many stops between the plan and the finished job.
Knife River’s edge is under the road.
A quarry, a concrete plant, a paving crew. Knife River connects all three - and its $454 million Strata deal shows what that control is worth.
Star Group, LP sells the fuel. The house is the opportunity.
A heating oil delivery gets Star Group to the door. Repairs, service plans and acquisitions give it reasons to keep coming back - even when the house changes how it heats.
ESCO Technologies makes the invisible matter
A transformer’s warning signs. A ship’s magnetic signature. The stray signal that ruins a test. ESCO has built a business around the engineering details customers cannot afford to overlook.
Construction Partners thinks in roads. And grows in circles.
A truckload of hot asphalt has a limited window to reach the road. Construction Partners has built its growth strategy around that very local constraint.
Silgan makes the parts you take for granted.
A food can. A perfume pump. A lid that seals. Silgan built a $6.5 billion business around small things that have to work - and its next deal would redraw the company.
US LBM got big. The lumberyard stayed local.
More than 100 acquisitions turned regional building suppliers into a national business. US LBM’s wager is that the person behind the counter still matters as much as the company behind the truck.
THOR Industries is renovating its house of brands
Airstream, Jayco, Keystone: different badges, one parent. After decades of buying RV makers and giving them room to run, THOR is bringing its North American operations closer together.
Teledyne makes the invisible useful
From the James Webb Space Telescope to a yellow robot beneath the waves, Teledyne sells a particular kind of advantage: knowing what the human eye cannot tell you.
RPM makes things last. Including its brands.
Behind Rust-Oleum, DAP and Tremco sits a company built on a useful tension: let the brands think for themselves, then teach the factories to work together.
QXO’s $30 billion bet on the last mile
Brad Jacobs bought his way into roofing, lumber, and insulation. Now QXO has to make those businesses work better together, one contractor and one delivery at a time.
Post Holdings thinks beyond the cereal box.
Cereal made its name. Eggs, pet food and a willingness to sell businesses explain the company it became.
Apex Service Partners keeps the local name.
A national home services business built around a familiar name on the van. Apex buys local HVAC, plumbing and electrical companies, then puts shared resources behind the people who answer the call.
Cemtrex and the case for getting real
A company that once sold smart desks and virtual worlds now buys the people who move factories and instrument spacecraft. Cemtrex’s reinvention has a useful lesson - and a bill attached.
Kape bought the VPNs. Then it bought the comparison sites.
ExpressVPN, CyberGhost and Private Internet Access share a parent with a VPN review publisher. Inside Kape Technologies, where the business of privacy meets the business of being chosen.
The Water Roll-Up That Lets Local Names Stay Local
H2O Care Partners is buying the plumbing behind better tap water - then leaving the trusted name on the truck. Its wager is that national resources and local reputations can occupy the same house.
The Denver crew that buys land nobody wants, drills it, and sells the whole thing for a billion
Founded in 2019, Avant runs one play over and over: aggregate the acreage bigger operators skip, turn it into producing wells, and monetize at the top of the cycle. Two exits and a billion-dollar fund later, the formula is holding.
Group 1 Automotive
Group 1 Automotive built a $22.6 billion business by treating the dealership as the beginning of a relationship, not the end of a sale. Its real engine sits behind the showroom door: service bays, parts counters, finance desks and a digital platform designed to keep drivers in the network.
Church & Dwight Co., Inc.
It started with baking soda in 1846. Nearly two centuries later, the quiet New Jersey company behind Arm & Hammer has turned buying other people's brands into a business worth more than $25 billion.
Enghouse Systems
How a quiet Markham software company turned buying unloved businesses into a decades-long compounding machine - one contact center, video platform, and telecom system at a time.
PropRise
PropRise is a San Francisco AI company (YC S23) building software for institutional commercial real estate teams. Its two live products, Primer and Beacon, automate the Excel-heavy grind of dealmaking: Primer turns offering memos, rent rolls and T-12s into underwriting models with every number cited back to its source, while Beacon scans roughly 450,000 U.S. trade areas to surface self-storage sites that match a firm's buy-box. Founded by ex-Stripe machine-learning and engineering leads, PropRise is used by teams behind $50B+ in CRE, including Bain Capital, Colliers and Public Storage.
Meriton
Meriton is an Irving, Texas-based national alliance of independent commercial HVAC manufacturer representatives. Founded in 2019 and led by Chairman & CEO Jerry Braun, it unites market-leading rep firms under a shared-services model - giving local businesses access to national scale, engineering depth, and corporate support in finance, HR, IT, safety, training, and marketing while letting them keep their names and local autonomy. Through more than two dozen acquisitions, Meriton now spans 19 operating brands, 44 locations, roughly 26 states, and 2,100+ employees serving manufacturers, contractors, engineers, and building owners across commercial, industrial, and institutional markets.
Sciens Building Solutions
Sciens Building Solutions is a national fire-life safety and security systems integrator headquartered in Pleasanton, California. Built since 2016 through a rapid roll-up of regional specialists, Sciens designs, installs, inspects, services and monitors fire detection, suppression, sprinkler, security and communications systems for commercial, institutional and government buildings across more than a dozen U.S. states. Backed by Carlyle, it aims to become the largest independent fire-life safety and security integrator in the United States.