
PE-Lord
104 posts

PE-Lord
@Priv8equityking
Notes from a Private Equity Allocator


One of the realest conversations


. @rezajafer quit his job at Trivest, a private equity firm, to acquire three companies and build a portfolio with $10M+ EBITDA. A fascinating story of grit and determination, getting the deals done despite all the headwinds. A must-listen for anyone buying traditional cash-flow businesses. Show notes: 0:00 Independent sponsor jump 3:38 Origin story 8:04 First acquisition 10:15 The motor coach platform 14:36 Deal #1 terms 18:46 Early wins 26:22 Fundraising lesson 29:44 Deal #2 raise in chaos 35:17 Platform strategy 40:41 Endgame




One of the most active roll-ups? Since leaving McKinsey, Luis and his team have done over 30 acquisitions (seven last December) by consolidating fire safety businesses. They do $8M+ in EBITDA, with the goal to double it over the next 12-18 months. Snow notes: 0:00 From rural Mexico to more than 30 acquisitions 4:00 Buy-and-build thesis 6:45 Funding the first deals 11:55 The 100-day integration playbook 19:00 Using AI to scale operations and service quality 32:05 Deal sourcing at scale without spam 37:05 Managing risk, customer concentration, and diligence 44:35 Takeaways for other buyers 53:00 Hold vs sell and capital discipline










