patterns / rollup_exit_ready
buyout thesisa consolidation-vertical player whose owner already shows an exit posture — cash-rich or a clean compounder; the strongest sale cells in the whole backtest, up to well above the base rate within a year
The two forces that make deals happen, met in one company: a sector where consolidators are actively buying, and an owner whose balance sheet already leans toward an exit. Every such pairing beat its vertical alone in the backtest — professional services with a cash-rich owner sells at 4–well above the base rate, the best cells we have ever measured.
The very top of the buyout pipe. Match against the consolidators already rolling the vertical; these owners take the call.
The badge is recomputed nightly across the whole index, and re-evaluated live the moment a company files — so a match is always a statement about the current register, not a stale list. Like every signal the scout raises: a prompt to look closer, never a verdict.