Roll-Up Operator Playbook
The Roll-Up
Operator
Playbook
The diligence, integration and portfolio ops blueprint for PE-backed service firm roll-ups.
Built from patterns across 76 completed deals and 17 roll-up platforms. Covers the full lifecycle from pre-LOI diligence through post-close integration and portfolio-level reporting.
Includes frameworks for COA remapping at scale, working capital normalization, deferred revenue analysis and building institutional knowledge that compounds with every acquisition.
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