Platform Company

An initial acquisition that serves as the foundation for a buy-and-build strategy, with bolt-on acquisitions added to create scale and value.

A platform company is an initial acquisition that serves as the foundation for a "buy-and-build" investment strategy, where additional smaller businesses are acquired and integrated.

Platform Company Characteristics

Ideal Platform Traits:

  • Strong management team
  • Scalable infrastructure
  • Geographic or product expansion potential
  • Healthy margins and cash flow
  • Industry fragmentation

Buy-and-Build Strategy

1. Acquire Platform: $3M EBITDA at 5.0x = $15M
2. Add Bolt-ons: 3 × $500K EBITDA at 3.0x = $4.5M
3. Combined EBITDA: $4.5M
4. Exit Multiple: 6.5x (larger business premium)
5. Exit Value: $29.25M

Value Created: $9.75M through roll-up

Platform vs. Bolt-on

AttributePlatformBolt-on
Size$2-5M+ EBITDA$500K-$1.5M EBITDA
Multiple4-6x2-4x
ManagementStrong/retainedOften integrated
IntegrationFoundationAdded to platform

Why Platforms Work

  1. Multiple arbitrage: Buy small, sell big
  2. Synergies: Shared overhead, purchasing power
  3. Geographic expansion: New markets
  4. Product expansion: Cross-selling opportunities

Ready to apply what you've learned?

Join 4,000+ accredited investors accessing vetted SMB acquisition opportunities.

Create Your Investor Profile