Constellation Software is recognized as a high-quality serial acquirer that maintains its return on capital thresholds despite acquiring larger businesses and sometimes paying more.
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Why Serial Acquirers Are Some of the Best Growth Stocks Around
Playing FTSEApr 15, 2026
The creator discusses the appeal of serial acquirers, highlighting their ability to achieve growth through strategic acquisitions at high returns on capital. Companies like Diploma, Constellation Software, and Topicus are mentioned as examples of successful serial acquirers that diversify their holdings, reduce risk, and maintain strong return metrics even when paying slightly higher multiples for quality businesses.
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