Rollins (ROL) in Andvari 2024 Q3

Leading Pest Control Services with Strategic Acquisitions

Apr 14, 2025

Summary

Home to top brands in the North American pest service industry.
Continues to acquire small and medium-sized businesses in a fragmented market.
Faces integration and operational challenges in a competitive market.
Recent acquisitions enhance market presence and operational scale.
Future growth supported by ongoing acquisition strategy and market expansion.

Rollins (ROL, Financial) was highlighted in the Andvari 2024 Q3 fund letter for its strategic role in the pest control services industry. As a serial acquirer, Rollins continues to expand its market presence by acquiring small and medium-sized businesses in a highly fragmented market. This acquisition strategy is expected to drive long-term growth and enhance Rollins’ competitive position in the industry.

"Rollins is home to many of the top brands in the pest service industry in North America. Importantly, while Rollins has a large market share, its market is still highly fragmented. There are thousands of small and medium-sized businesses left for Rollins to acquire. Andvari believes the pace of acquisitions for both companies can continue for many years to come." — Douglas E. Ott, II, Andvari Associates, Q3 2024 Fund Letter

Read full letter at gurufocus Andvari 2024 Q3 page.

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