Business Breakdowns
Episode 168 Lifco: Dentistry, Demolition, and Decentralization
Business Breakdowns

Episode 168: Lifco: Dentistry, Demolition, and Decentralization

Business Breakdowns

Episode 168

Lifco: Dentistry, Demolition, and Decentralization

Adnan Hadziefendic is a portfolio manager at REQ Capital. We cover the playbook behind Lifco's high-quality acquisitions, how leadership and decentralization have fueled continuous earnings growth, and why it's chosen to focus on other markets ahead of North America.

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(00:00:00) Welcome to Business Breakdowns 

(00:05:27) Lifco's Business Model and History

(00:06:29) Core Segments of Lifco’s Business and Acquisition Strategy

(00:07:14) Carl Bennett's Role and Lifco's Evolution

(00:09:53) Lifco's Turnaround and Expanding Outside of Dental

(00:13:47) M&A Strategy and Integration

(00:16:53) Lifco Playbook for Post-Acquisition

(00:22:41) Decentralization as Paramount to the Lifco Culture 

(00:28:02) Aligning Incentives Across Acquisitions

(00:34:31) The Recent Leadership Transition

(00:38:56) Lifco’s Capital Allocation Strategy

(00:41:10) System Solutions and Future Growth

(00:47:37) Lessons from Breaking Down Lifco's

 

Lifco: Dentistry, Demolition, and Decentralization

Introduction

Zack
Today, we are breaking down Lifco, a Swedish conglomerate recognized amongst a group of notable Scandinavian serial acquirers. To break down Lifco, I'm joined by Adnan Hadziefendic, a portfolio manager at REQ Capital.

Carl Bennet, the current Chairman, is the architect behind Lifco. Carl was the former CEO of the famed Electrolux in the 1980s. After acquiring a business out of Electrolux with a friend, Carl formed the group, which is now today's Lifco. The roots of the business are in the medical sector, dental, more specifically, but has since grown into a diversified conglomerate as an acquirer of dental instruments, demolition equipment and a wide array of specialized industrial businesses.

The company is guided by a clear philosophy centered on constant long-term growth, a focus on profitability and an intentionally decentralized organization. Lifco's business focus is to acquire and develop market-leading niche companies that run independently in largely self-funded business units. We hope you enjoy this breakdown of Lifco.

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