
Roco: Europe’s Next Lifco or Overvalued IPO?
📈 Roco employs a successful serial acquirer strategy, targeting profitable European SMEs with strict criteria and a decentralized approach, similar to successful peers like Lifco.
👨💼 Led by an experienced CEO, Fred Karlsson, formerly at the highly successful Lifco, Roco benefits from proven leadership in the European serial acquirer space, focusing on long-term value creation.
💰 Despite strong potential and impressive historical growth since 2019, the current post-IPO valuation (around 27-28 times EV/EBITDA) appears high, suggesting caution and potentially waiting for a market correction or improved valuation multiple before investing.