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Road To Carry

Private Equity Playbooks for Buying and Building Businesses

Every week: one real acquisition opportunity and one deep-dive PE case study—to help you find, evaluate, and acquire businesses.

Join 10,000+ professionals from Blackstone, KKR, Carlyle, Goldman Sachs, and LPs managing $100B+.

Written by a former PE investor at Providence Equity and Tailwind Capital.

Must-Reads

🏒 Rolling Up Ice Rinks and Everything Around It

Oct 17, 2026

•

10 min read

🏒 Rolling Up Ice Rinks and Everything Around It

Black Bear Sports Case Study

Consumer & Retail

+1

🏊 Pool Services: the Next Home Services Frontier?

Aug 29, 2026

•

8 min read

🏊 Pool Services: the Next Home Services Frontier?

Pool Troopers Case Study

Four ways AI can help improve top line growth at your portco

Oct 28, 2026

•

9 min read

Four ways AI can help improve top line growth at your portco

What works & what we'd depriortize

Davis Li
Davis Li

Archive

🐴 Horse Magazine to Tournaments: Vertical Roll-Up in Horses

Nov 7, 2026

•

9 min read

🐴 Horse Magazine to Tournaments: Vertical Roll-Up in Horses

Equine Network Case Study

Your team vibe-coded an app. When do you need a real engineer?

Nov 4, 2026

•

8 min read

Your team vibe-coded an app. When do you need a real engineer?

What to check on vibe-coded apps

Davis Li
Davis Li
🗄️Inside the Data Center Gold Rush

Oct 31, 2026

•

7 min read

🗄️Inside the Data Center Gold Rush

How PE is powering the cloud & AI economy

Four ways AI can help improve top line growth at your portco

Oct 28, 2026

•

9 min read

Four ways AI can help improve top line growth at your portco

What works & what we'd depriortize

Davis Li
Davis Li
🎛️ Kitchen Repair + Commercial HVAC Combo Roll Up

Oct 24, 2026

•

8 min read

🎛️ Kitchen Repair + Commercial HVAC Combo Roll Up

Smart Care Case Study

We watched 15 businesses adopt AI. Here’s what we’d do differently.

Oct 21, 2026

•

8 min read

We watched 15 businesses adopt AI. Here’s what we’d do differently.

Where their rollouts got stuck, what worked, and how we’d approach yours.

Davis Li
Davis Li
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Road To Carry

A community of serial acquirers and investors buying and building businesses.
In-depth research, curated events, and a network of acquisition entrepreneurs and the investors who back them.

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