Jason Andrew is the co-founder of a holding company Arbor Permanent Owners - team of operators and investors committed to growing businesses for the long-term.

They just closed their fundraise and cornerstone deal: 40-year-old manufacturing business in the materials handling sector. $25m in revenue, 25%+ EBITDA

Jason, Simon and Rowan have done an exceptional job in their first year at Arbor Permanent Owners

Their structure, strategy, fundraising, and first acquisition are all unique—and we cover each.

Timestamps:

00:00:00 - Intro

00:00:32 - Life before acquiring "boring" traditional businesses

00:07:15 - An honest opinion (criticism) towards search funds

00:10:52 - The best structured cold email lead to business partnership

00:14:27 - The first 30-60-90 day action plan for finding the best deals

00:23:13 - Closing the first $25 million deal in 6 months

00:32:14 - The structure of the first acquisition

00:35:50 - Feedback from investors (changing the structure of the holding company 4 times)

00:44:36 - Investor exit strategy

00:55:35 - Growing holding company from 7-fig EBITDA to $45M without raising additional equity

00:57:25 - Thoughts on never acquiring companies with less than $3mm EBITDA

01:02:59 - What does Jason consume to learn the necessary skills to double the business?

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Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/holdco-builders/id1695713724

Follow Mikk/PrivatEquityGuy on Twitter: https://x.com/PrivatEquityGuy

Jason on Linkedin: https://www.linkedin.com/in/jason-andrew/?originalSubdomain=au

This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

How I Raised Money (from 44 Investors) and Bought a 40-Year-Old 8-Fig Manufacturing Business | Jason Andrew Interview

Buyers and Builders

How I Raised Money (from 44 Investors) and Bought a 40-Year-Old 8-Fig Manufacturing Business | Jason Andrew Interview