Perspectives
Explore insightful perspective pieces by Don Wharton on a range of topics, including serial acquirers, advice for founders, SaaS, ethics, capital allocation, and market updates.
Decisive Dividend Corporation is Gearing up for More Acquisitions
Green flags abound, is this serial acquirer a potential compounder?Decisive Dividend Corporation Proposes Expanded Credit Facility After the market closed on...
Vanity metrics: what SaaS rollups should and shouldn’t be looking at
In the age of information, it can be difficult to differentiate data that matters from data that doesn’t. SaaS rollups often encounter metrics which may indicate...
Learning from other aggregators’ experiences and mistakes
Constellation Software Inc. has one of the greatest roll-up strategies of our time, and its success in the aggregator space has inspired many serial acquirers to try...
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