Created by Nikita Gossain
News, deep dives, case studies on serial acquirers, holding‑company capital compounding, and idea sourcing
Explore the latest content tracked by Holding Company Compass
Onex CEO Bobby Le Blanc is channeling Warren Buffett — who put insurance at the heart of Berkshire — via the Convex acquisition. A bold case study in emulating Berkshire's model in a public holding structure.
Warren Buffett's Berkshire blueprint for serial acquirers: buy boring businesses, shun complexity, and wield a very long attention span to build one of earth's largest conglomerates.
Premier self-storage consolidator strikes with all-stock buy of NSA, adding 1,000+ properties (69M sq ft, 550k units) across 37 states for $57B pro...
Pershing Square boosts stake to ~47% in Howard Hughes Holdings, aiming to reshape the real estate firm into a Buffett-style conglomerate. Key step in Ackman's mini-Berkshire vision via permanent capital and real estate.
Entrepreneurship Through Acquisition (ETA) leverages the Silver Tsunami for low-risk wealth building:
Berkshire model trend: Emulation and insider confidence signal permanent capital momentum.
Investment AB Latour is not a private equity firm with exit mandates and short-term horizons—it operates as a permanent home, predominantly for industrial businesses. A prime case study in family-owned serial acquiring.
Votorantim SA and Huaxin Cement Co. are among firms vying to acquire the cement unit of Brazilian conglomerate CSN. A prime example of conglomerate M&A activity in the cement sector.
Classic serial acquirer play by Cintas:
TIC Solutions advances serial acquisition strategy:
Behavioral edge for holding co leadership:
Entrepreneur Brian Lewis scaled from zero to millionaire in 30 days via creative M&A financing:
Idea sourcing gold for permanent capital compounders: Ex-billion-dollar dealmaker Dominic Sullivan shares how to build portfolios of cash-flowing...
Public serial acquirer's playbook pivot: From regulatory-blocked mega-merger to low-risk tuck-ins.
