Which markets are ripe to roll up?
Free Census market-structure data and a consolidation signal for the industries acquirers actually chase. When a market looks fragmented, the full scan names and ranks the off-market targets — owner age, distress, hiring, succession — with an outreach angle for each.
Roll-up industries
Essential home/commercial services, aging owners, recurring demand — the textbook trades roll-up.
Sticky recurring clients, retiring partners, low churn — a hot PE platform space.
Recession-resistant, recurring care, owner-operators — heavy consolidator interest.
DSO roll-up thesis: solo practices, insurance reimbursement scale, retiring dentists.
Non-discretionary demand, fragmented independents, real-estate-backed.
Recurring commercial contracts, density economics, fragmented operators.
Recurring MSP contracts, SMB stickiness — active platform consolidation.
Renewal commissions, aging principals — one of the most active roll-up arenas.
Demographic tailwind, fragmented agencies, reimbursement scale.
Route density, recurring contracts, essential service moat.
Any industry/state combination works on demand. Market data from U.S. Census County Business Patterns, lawful public sources.