15+ deals and $115M in EBITDA

Dear Friend, Company Builder, and Fellow Capital allocator,

One important thing I've learned about communication when talking to an investor, business buyer, capital allocator, or wealthy family office...

Be succinct and know exactly what you're talking about.

They don't really care that you worked for some company for 10 years, or something.

They ONLY care about your business/opportunity, what it will accomplish, and what the return will be.

I've learned this by emailing and reaching out to hundreds of them, asking them to invest, to come on the podcast, to present a deal.

The pattern is always the same. Be succinct and know exactly what you're talking about. And keep it short.

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Last week I talked to a gentleman whose client, a small niche manufacturing business, kept spending five figures per month on Meta/Facebook ads.

Once $90k was spent… they finally discovered not a single sale came from those ads.

Experimenting is essential. But verifying the results is even more important... otherwise you end up telling yourself the wrong story about what’s working.

In their case, they did not have a tracking system in place, so they were with blinders on, literally.

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I know a 51-year-old CEO who runs a wooden-house manufacturing business.

$48M in sales / 9.52% net margin (2024)

Knowing the car he drives, there hasn’t been a Sunday morning (except one) in the last few months when I didn’t see it parked at the office as I drove by.

He does prep work for the new busy week.

A guy with true passion, not to mention his extremely supportive wife and kids.

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You know who shares a similar kind of obsession?

Independent searchers. The ones who:

1. cold-call business owners,

2. make hundreds of outreach attempts,

3. eventually land the exact deal they want to acquire,

4. and then realize they need additional capital to actually close it.

That’s when they reach out to the team at CapitalPad.

CapitalPad is highly selective about who they let into their system. So far, 8 independent searchers have successfully closed deals with CapitalPad’s help (and in the 2 that didn’t close, it was the seller who backed out at the last minute… not CapitalPad).

If you’d like to read more about the specific deals sourced by independent sponsors, and you’re an accredited investor youself, you should absolutely check out what they’ve built for you. Here’s the link: www.CapitalPad.com

And on top of everything, they’re also the sponsors of this newsletter and the podcast.

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I’m an avid writer so these are what I believe 32 reasons your company should send a regular email (either daily, weekly, or monthly)

1.  You sell more of your products and services

2.  You get more clients without chasing so hard

3.  You can bring in cash fast just by sending an email

4.  Your family has more financial safety because money is more steady

5.  You always have a warm audience ready when you want to sell something

6.  People don’t forget you between jobs or seasons (you stay top-of-mind)

7.  Old customers come back more often because you stay in touch

8.  You attract better-fit customers who actually “get” you

9.  You get more attention in your niche because you show up regularly

10.  Good people (partners, JV deals, employees, investors, media) notice you and reach out

11.  New opportunities pop up that never would’ve happened if you stayed silent

12.  Customers tell you what they want, so you get ideas for new products and services

13.  You get real-time feedback that helps you fix and improve what you sell

14.  You show you know what you’re talking about, so people trust you more

15.  You teach your own way of doing things, so you don’t look like every other company

16.  You look like a leader in your space, not just another provider

17.  You stand out from lazy competitors who never communicate or just copy AI

18.  You collect more reviews, testimonials, and case studies you can share

19.  You can easily spot your true fans and biggest supporters from who opens and replies

20.  You build a big “content bank” you can reuse on social, your website, and ads

21.  Your emails answer common questions, so you get fewer support headaches

22.  Your team sees clear messages and learns to communicate better

23.  All your marketing and sales copy gets sharper because you practice writing often

24.  Your own thinking gets clearer because writing forces you to explain things simply

25.  Writing gets faster and easier the more you do it

26.  You come up with more ideas because writing trains your brain to notice them

27.  The level of thinking and conversation inside your company goes up

28.  Your emails land in the inbox more because people actually open and click them

29.  You get fewer spam complaints than from random one-off blasts

30.  It becomes a fun way to talk to your customers and share stories

31.  Your emails quietly inspire your customers, partners, and your own team

32.  In the end, you’ve built a loyal audience you own, that buys from you again and again

I could go on and on and on.

If those 32 ways are enough to light a fire to grow your company's email list and mail it each day/week/month? Great.

Go and talk to the guys at: Spacebarstudios.co/inquire

They’re sponsors of this newsletter, and they guarantee 10k+ subscribers for your company in the first 90 days, or you don’t pay (This is RARE and shows how confident they are in their service.).

Go book a call by clicking here, it's free.

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This happened earlier in the week:

Had a reasonably stressful meeting in the Tuesday morning. Felt quite a lot of pressure. Once the meeting was over, I decided to torture myself with a strong workout lifting heavy weights with no headphones, no podcast, no music, hearing my 140-170 beats per minute breathing (struggling big time), and then followed it with a hot-cold (sauna and cold water).

Very rare if it doesn’t help.

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I know I’ve written and recorded 4, 5 pieces of research on this firm, at the same time I believe there’s an immense lesson from this man who quit his job at 60 and then went and bought 29 companies, creating $3B in enterprise value.

Take it easy. You have plenty of time.

This is a lesson for business buyers and operators but also for W2 people. Fredrik did not leave his previous employer until his late 50s, and then he went and built one of the best serial acquirers the world has ever seen… from zero to a $3B IPO in less than seven years, turning his initial invested millions into hundreds of millions.

Another example for a well-lived life is that you can learn all the lessons, stay on and do your thing without having all the risk on your shoulders, and then, when the time IS right, you go find the right partners and build your life’s work.

There is never a point in being discouraged about working W2 -  you have plenty of time; the only thing to be discouraged by is working on something or someone you don’t enjoy, because it’s very hard to be curious and become world-class at something you genuinely don’t enjoy doing.

That said… Here is a true buy-and-build success story.

• They started the business in 2018.

• Year 2025 EBITA: $115 million...

• 29 majority acquisitions

• Only 8 people in the HQ

• They did an IPO in early 2025 at a $3b valuation

Here is how a true M&A and buy-and-build pioneer Mr. Fredrik Karlsson co-founder and built Röko:

Here are the links to Spotify, Apple Podcasts and YouTube.

That’s all for today.

Thanks a lot for reading and I’ll talk to you again next week.

Take care,

PrivateEquityGuy / Mikk Markus