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Page 1ADT Inc.
ADT Q3 2026 results; guidance withdrawn pending the Thrive transaction.
ADT Inc.
Target company press release announcing the definitive agreement.
Thrive Holdings
Acquirer statement on the ADT agreement; source of the ">75 businesses" figure.
Insurance Business
Trade-press report on Baldwin's preliminary Q3 figures.
GeekWire
Report on Beacon Holdings' acquisition of Ganaz, citing the founder's post.
Il Sole 24 Ore
Italian business daily report on the redundancy procedure.
The Baldwin Group · The Baldwin Group investor relations
Definitive agreement at approximately $7.7 billion enterprise value: about $4.6 billion equity purchase price and $3.1 billion net debt. Expected close Q1 2027.
Dan Primack · Axios
Reports the Sequence–DFO agreement.
Alexander Rubin · LinkedIn
Announces the Baldwin agreement and welcomes DFO and Affinity Partners as Sequence partners. An author comment points to engineering and deployment hiring.
Michael J. Lee; Alexander C. Rubin · Sequence Holdings
Explains refounding scaled service businesses with engineers, operators, patient ownership, and Atlas. Reports BankSouth loan-stage and turnaround improvements.
Trevor Baldwin
Dwelly · Dwelly
Announces an October 10 London event with Anthropic, ElevenLabs, General Catalyst, and EQT as partners; challenges focus on messy operating cases and escalation.
Thrive Holdings, individual author not shown · Thrive Holdings
Profiles RRBB practitioners including Rob Quick, Dave Roth, and Susan DiPaolo. Recounts a prior software initiative that failed because document-scanning work was not adopted.
Neel Shah / Shield interviewer
Thrive Holdings · Thrive Holdings
Reports over $2 billion in new capital at a $12 billion valuation, over $3 billion raised since inception, and more than 70 businesses. Announces expansion into built-environment services.
Multiplier Raises $35 Million Series B to Build a New Model for Professional ServicesCompany announcementExcerpt
Multiplier · Business Wire / company release
Announces a $35 million Series B led by The General Partnership and Allen Shim joining as president/CFO. Describes a permanent holdco with embedded technologists.
Raghav Kotha / Shield interviewer
Luke Sophinos · Linear
Links earlier venture-buyout and growth-buyout terminology to current roll-up activity and presents AGI as a newer example.
American Growth Insurance Launches Specialty Insurance Brokerage Growth Platform - Rockbridge Growth EquityCompany announcementExcerpt
American Growth Insurance / Rockbridge · Rockbridge Growth Equity
Reports nearly $70 million committed equity, a first closed acquisition, and work with ten agencies before acquisition. Describes a specialty brokerage growth platform.
Nilam Ganenthiran, Rick Buhrman, Paul Buser · Colossus / Joys of Compounding
Episode page highlights trust, permanent capital, the acquisition machine, and the operating platform. Includes useful chapter timestamps.
Nilam Ganenthiran · Beacon Software
Describes permanent ownership alongside a central operating platform, engineering help, and local company continuity.
Sarah Klearman · The Wall Street Journal
Headline reports a $225 million round; visible text describes permanent ownership and more than 30 acquisitions.