Strategic Roll-Up
Acquire complementary businesses, integrate them, and exit at a higher multiple.
Organic growth alone may not get your business to the value you want within your exit timeline. A strategic roll-up adds scale through targeted acquisitions of complementary businesses. Done with discipline, it creates a larger and more valuable company, and one that is more attractive to strategic buyers. We support you through every stage, from strategy and sourcing to transaction support and integration.
Who This Is For
- Founder-led businesses ($3M to $30M revenue)
- Founders planning an exit in 2 to 4 years
- Businesses in fragmented markets with smaller competitors or adjacent players
- Companies with steady cash flow or access to acquisition financing
- Founders who want to grow value faster than organic growth allows
Why It Works
Scale earns a higher multiple
Larger businesses with more diversified revenue are seen as lower risk and typically sell at higher multiples than smaller businesses.
Buy smaller, sell larger
Smaller businesses are often acquired at lower multiples. Once integrated, their earnings can be valued at the multiple of the larger combined company.
Strategic fit builds a stronger story
Acquisitions that broaden your products, customers, or geography make the combined company more attractive to strategic buyers.
Illustrative Example
| EBITDA | Multiple | Value | |
|---|---|---|---|
| Your business today | $3M | 6x | $18M |
| Two acquisitions ($1M EBITDA each) | $2M | 4x | $8M paid |
| Combined company at exit | $5M | 7x | $35M |
Value created: $35M combined value, less $18M standalone value, less $8M paid for acquisitions = $9M, before synergies, financing costs, and transaction costs. For illustration only. Actual multiples depend on industry, size, growth, and market conditions.
How It Works
Strategy and Buy Box
- Define how acquisitions will increase exit value, not just revenue
- Buy box: size, geography, product and customer fit, valuation range
- Capital plan and acquisition financing options
Sourcing
- Target lists and market mapping
- Proprietary outreach to owners on your behalf
- Screening and first-pass qualification of opportunities
- Pipeline tracking and reporting
Transaction Support
- Financial due diligence and quality of earnings review
- Valuation and deal modeling
- Deal structuring, including earn-outs, vendor financing, and working capital
- Coordination with lenders, lawyers, and other advisors through closing
Integration
- 100-day integration plan
- Finance integration: reporting, close process, and systems
- Consolidated KPIs and dashboards across the combined company
- Tracking of synergies and acquisition performance against plan
Exit Readiness
- A single set of consolidated, buyer-ready financials
- An equity story for the combined company
- Diligence readiness before you go to market
- Support alongside your investment banker or M&A advisor through diligence and closing
Why Rizvi Financial
Our principal was Vice President of M&A at Constellation Software, one of the most disciplined acquirers of founder-led businesses in the world. We bring that playbook to your roll-up: a clear buy box, a repeatable process, disciplined pricing, and strong post-close integration, so that each acquisition adds value instead of complexity.
Typical Outcomes
- A larger, more valuable business within your exit timeline
- A repeatable process for finding, buying, and integrating acquisitions
- Disciplined pricing and fewer surprises after closing
- A combined company that is more attractive to strategic buyers