Bi-Weekly Roundup
Welcome back to the bi-weekly Substack roundup. Every other Tuesday, I’ll compile everything I’ve published over the last two weeks with some short insights, as well as any other interesting articles I’ve come across that I want to share with you.
This month we saw the power of Canadian software companies on both sides of international acquisitions with Descartes continuing its acquisition spree and GroupeX joining HR Path’s growing Canadian portfolio. In the world of M&A, it’s great to see Canadian businesses being able to grow larger in any way they can.
As some of you may know, Salesforce, one of the most acquisitive companies in tech, completely disbanded its M&A department a few years ago to reduce spending amid a tough economic backdrop—a move that shocked a lot of people. With stocks rebounding, the odds of a recession lower than ever, and Salesforce becoming a buyer again, many are left wondering: is the deal market beginning to turn? An interesting read on what happened and just why it’s back in the game.
My content over the past few weeks revolved around the niche issues that come with being an entrepreneur and serial acquirer that are not often thought about—such as how acquisitions are approached and executed and how to hire great leaders. While some of these issues are unique to the serial acquisition space, many are great lessons for any business at its core.
In Case You Missed It…
Specialists vs. Generalists Serial Acquirers — which is right for you?
In the realm of serial acquirers, two distinct paths stand out: the specialist and the generalist. Each strategy offers unique advantages and challenges, but which is right for you?
A Bootstrapped Startup: The first 2 months
Planning well and anticipating outcomes only takes you so far. It’s what you don’t see coming that really tests you—and why rolling up your sleeves and getting experience really has no substitute.
Wondering What’s up with Decisive Dividend? You should read this.
Decisive Dividend is anything but boring and appears to be one of few serial acquirers available at a fair price—and with a long runway for compounding growth.