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Analysis Lens

Consolidation Calibrator

Is this acquisition strategy creating or destroying value?

6
Stages
3
Core Signals
2
Related

Additional derived signals may emerge during analysis based on company-specific findings.

The Consolidation Calibrator analyzes companies with significant M&A activity to determine whether the acquisition strategy creates shareholder value or obscures underlying weakness.

This lens asks: "Is this serial acquirer building value, or using M&A to mask deterioration?" Roll-ups can create value through synergies and scale, but they can also hide organic decline, inflate metrics, and increase risk.

Signals Produced

What This Lens Catches

Growth-through-acquisition

Example: Revenue growing but mostly from deals

Look for: Organic vs. acquired growth decomposition

Goodwill accumulation

Example: Goodwill >50% of assets

Look for: Goodwill as % of assets trend

Organic deterioration

Example: Core business declining, acquisitions masking

Look for: Same-store or organic growth metrics

Leverage creep

Example: Each deal increases leverage

Look for: Debt/EBITDA trajectory around deals

Integration failure

Example: Acquired businesses underperform

Look for: Post-acquisition performance vs. deal model

Synergy realization

Example: Margin improvement post-integration

Look for: Margin trajectory, integration milestones

Analysis Stages

1

Acquisition Pattern Analysis

Frequency, size, and nature of deals

2

Organic vs. Acquired Decomposition

What growth is organic?

3

Pro Forma Accounting Scrutiny

Are pro forma adjustments reasonable?

4

Goodwill & Intangible Analysis

Is the balance sheet loaded with paid premiums?

5

Leverage Trajectory

Is debt accumulating faster than cash flow?

6

Integration Track Record

Does management actually integrate successfully?

When This Lens Applies

Apply When

  • 3+ acquisitions in last 5 years
  • Material portion of revenue from acquisitions
  • "Platform" or "roll-up" strategy described by management
  • Goodwill > 30% of total assets

Skip When

  • Single transformative acquisition (not a pattern)
  • Minimal M&A activity
  • Acquisitions immaterial to financials
What This Lens Does NOT Do
  • Assess individual deal pricing (valuation)
  • Predict future M&A activity
  • Make buy/sell recommendations
  • Apply to companies without M&A pattern

Technical Details

Complexity:6 stages
Type:hybrid

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