Added to YB: 2026-04-15
Pitch date: 2026-04-12
N8Q.F [neutral]
Röko AB (publ)
+5.09%
current return
Author Info
Slow Compounding is an ex buy-side analyst looking for high-quality companies that create high shareholder returns. Investing for the long-term. Sign up for the newsletter.
Company Info
Röko AB (publ) is a private equity firm specializing in middle market, small- and medium-sized businesses.
Market Cap
SEK 23.7B
Pitch Price
SEK 1.6K
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.47
P/E
31.46
EV/Sales
3.88
Sector
Capital Markets
Category
growth
Deep Dive - Röko AB (Part 1)
N8Q.F (deep dive): Fredrik Karlsson, ex-Lifco CEO (delivered 32% CAGR 2014-2019), founded Röko in 2019 after comp dispute w/ Carl Bennet. Raised $300M in 2 wks; IPO'd Mar 2025 at ~$3B. 39 acquisitions since inception → ~$140M EBITA in <7 yrs (18-20% margins vs Lifco's peak under Karlsson). Sector-agnostic serial acquirer: buys €2-10M rev, >15% EBITDA margin niche B2B/B2C cos; keeps mgmt as minority holders w/ put/call options. Decentralized model: local autonomy, lean HQ, long-term hold. Broader mandate than Lifco (incl consumer-facing growth cos). Risks: execution, macro, key-person. Cornerstone investors incl Chris Mayer's Woodlock, Capital Group, REQ.
Read full article (24 min)