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Tactical, quantified case studies of how companies create value through revenue growth, cost reduction, and process improvement.

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TacticalVC · Value Creation Playbook

Search Case Studies

Find value creation case studies by company, lever, industry, or keyword

Active filters:All Serial Acquirers & Roll-upsClear all
7 results
Market Entry

Indutrade AB

Indutrade grew revenue 4.8x to SEK 32B by acquiring 200+ Nordic technical distributors without integrating them.

SEK 32B Revenue Through 200+ Non-Integrated Acquisitions Across Northern Europe

Serial Acquirers & Roll-upsLarge Enterprise
Revenue Model Shift

Roper Technologies

Roper grew FCF per share at 16% CAGR by pivoting from cyclical industrial to 75% vertical market software.

Industrial-to-Software Pivot Delivering 16% FCF Per Share CAGR

Serial Acquirers & Roll-upsLarge Enterprise
Market Entry

Brown & Brown

Brown & Brown grew revenue 20x to $4.8B in 25 years by acquiring 500+ independent insurance agencies.

Revenue Growth Through Serial Insurance Agency Acquisitions

Serial Acquirers & Roll-upsLarge Enterprise
Market Entry

Halma plc

Halma grew revenue 5x to £2.2B over 15 years through 46 consecutive dividend increases and ROCE-gated acquisitions.

5x Revenue Growth Through ROCE-Gated Acquisitions and Radical Decentralisation

Serial Acquirers & Roll-upsLarge Enterprise
Market Entry

Diploma PLC

Diploma grew revenue 6x to £1.4B over 14 years by requiring 20% ROATCE in year one on every acquisition.

6x Revenue Growth Through 20% ROATCE Acquisition Discipline

Serial Acquirers & Roll-upsLarge Enterprise
Market Entry

Lifco AB

Lifco sustained 23% EBITA margins across three unrelated segments by acquiring 139 niche businesses since 2006.

23% EBITA Margins Sustained Across Three Unrelated Segments Through Serial Acquisition

Serial Acquirers & Roll-upsLarge Enterprise
Market EntryInorganic

Constellation Software

Constellation Software turned $25M into $70B market cap through 800+ VMS acquisitions over three decades.

Scaling from CAD $25M to CAD $70B+ Market Cap Through Serial VMS Acquisitions

Serial Acquirers & Roll-upsLarge Enterprise