HeyJaredThe Serial Edge
Focusing solely on a select group of serial acquirers - sharing our in-depth reports, earnings recaps, M&A tracker, management interviews, valuation models and accounting nuances.
- Indexed issues, last 90 days
- 19
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 19, 2026
Latest issues
Auroora’s Accelerated Book-Building (opens the original)
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Today, there was a piece of news regarding Auroora:Certain shareholders of Auroora sold a total of approximately 3.9% of the company’s shares in an accelerated bookbuilding process at a price of EUR 9.40 per share. Prior to the transaction, the sellers owned around 11.1% of the company and sold approximately one-third of their holdings. Thus, the sellers will remain significant owners of the company (with a holding of over 7%). The sellers have committed to a new 90-day lock-up period. Thus, it
Call with ILPRA’s Management (opens the original)
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Yesterday, we had our call with ILPRA’s CFO to discuss the 1H report. The company’s management is looking forward to a strong 2H. The war in the Middle East hasn’t derailed the company’s order-intake in the region, and ILPRA’s working on multiple M&A deals as we speak. The next deal would be something in Beauty, a very high ROI opportunity for ILPRA to reorganize and scale up. Then, there’s another case - combined, they’d be adding 12 million in net sales.The objective is to reach 100 million EU
Establishing Target Allocation (opens the original)
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Today, we established our target allocation for our latest pitch and buy. Read more
More Thoughts on an Excellent 1H Report (opens the original)
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More Thoughts on ILPRA (Ticker: IT0005359101)When digging in the full 1H report for ILPRA (the accounts and details are now available in Italian) and not just the press release, there are three things that stand out and highlight that 1H was 1) even stronger than what it looked like, and 2) the prospects for 2H seem very solid. Read more
Topping Up a Smaller Position (opens the original)
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We’ve just added some more to a smaller position, bringing the allocation to 4%. Read more
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