The former CEO of Lifco started Röko in 2019. Therefore, the management is highly experienced. Instead of focussing only on a few sectors like Lifco, Röko is "sector agnostic", which enables them to pick companies from a larger pool.
Interesting. However, I think "sector agnostic" might not be the best thing in a serial acquirer. I think the most successful ones specialise in a few sectors. It's important to accumulate a knowledge base and have a vision where to generate synergies. Like CSU in software and Heico in aerospace.
Great article! How about Röko?
Thanks for the suggestion. I haven't heard about Roku, so I will look into them.
The former CEO of Lifco started Röko in 2019. Therefore, the management is highly experienced. Instead of focussing only on a few sectors like Lifco, Röko is "sector agnostic", which enables them to pick companies from a larger pool.
Interesting. However, I think "sector agnostic" might not be the best thing in a serial acquirer. I think the most successful ones specialise in a few sectors. It's important to accumulate a knowledge base and have a vision where to generate synergies. Like CSU in software and Heico in aerospace.