My guest today is Kevin Graham, an Australian native living in Thailand running a web hosting company called Site Arrow, which he uses as his acquisition vehicle to buy other web hosting companies. The topic of software in micro private equity has come up more and more often and has been a recent focus of mine to learn more about, and Kevin was very helpful to that goal. While a great deal of the technical side of our discussion went over my head, his thinking around using permanent capital to perform a roll-up of sorts of small web hosting companies was fascinating.
Beyond web host acquisitions, we also briefly discussed digital nomads and the life of living abroad. I hope you find our discussion as interesting as I did and if you or someone you know is in the business of acquiring small software companies, I’d love to chat as I want to continue learning about this space.