Скачать или смотреть Constellation Software Business Analysis | Finance Case Study

In this finance case study, I show you how Constellation Software has been valuing and acquiring hundreds of vertical market software businesses at bargain prices since the mid-1990s to build a $8B+ revenue behemoth. One-of-a-kind business, you won't want to miss it!

🚀 If you want to master the finance skills & frameworks to successfully scale technology startups, secure your spot in my "Finance for Startups" program, today: https://www.ericandrewsstartups.com/f...

Communities:
💼 Linkedin:   / eric-andrews-1624b656  
☑️ Twitter/X:   / eric__andrews  
🌟 Instagram:   / ericandrews_startups  
🔥 Discord: https://bit.ly/discord_eric
💻 Newsletter: https://bit.ly/joinericnewsletter
🎥 Clips:    / @ericandrewsclips7818  

Related Videos:
🚩 7 Most Important SaaS Metrics:    • 7 Most Important SaaS Metrics | Finance fo...  
🚩 SaaS Financial Model Tutorial:    • SaaS Financial Model Tutorial | Scaling a ...  
🚩 Finance for SaaS Playlist:    • Finance for SaaS Startups  
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

In this video, we walk through the valuation framework that Constellation Software has been using to acquire low or even negative-growth vertical market software (VMS) businesses for the last 30 years.

We also model out how they re-invest their free cash flow into new acquisitions and build a projection for how quickly they might grow revenue and free cash flow over the next five years if they can keep this pace.

SECTIONS:
00:33 Constellation Software history & Mark Leonard - original business thesis on acquiring low-growth VMS businesses
1:55 Constellation Software business strategy, and valuation framework, hurdle rate targets, and example of valuation
4:22 hurdle rate targets & deal success rates
5:23 example valuation of three different businesses using Constellation Software hurdle targets
7:19 other interesting facts about Constellation - no earnings calls, no debt, never increased share count
8:15 unique executive compensation structure, organic growth rates, acquisition volume
10:08 revenue & free cash flow forecast for Constellation Software on how quickly they can grow if they keep re-investing all capital at historical multiples

If you have questions - leave a comment below and I'll try to help. Cheers!

#constellationsoftware #casestudy #financecasestudy #saas