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The Baratelli Institute Acquisition Records

Every deal, every compounder, one filterable reference set.

The Baratelli Institute maintains the open web’s most complete free-to-read acquisition-record collection for the world’s most-studied compounders. Eleven pages currently document the corpus — Berkshire Hathaway, LVMH, Danaher, AB InBev, Constellation Software, Carlos Slim, Prosus / Naspers, Reliance Industries, SoftBank, Nestle, and JAB Holding — catalogued transaction by transaction, sortable and filterable at practitioner grade. Each page is a living document, updated when new deals close and re-indexed as new archetypes emerge. More records are queued behind the current eleven, added as practitioner queries surface them. The Institute’s editorial thesis is that acquisition-driven compounding is a category — not eleven unrelated stories — and that the reference layer, published free, earns the reader trust that carries downstream into the paid work.

11Living records
780+Transactions catalogued
60+ yearsCoverage · 1866–2026
LivingUpdated as deals close
FreeNo paywall, ever
Jul 6, 2026Published

The complete Baratelli Institute acquisition-record collection · 1866–2026

The collection catalogues every material acquisition made by Berkshire Hathaway (Warren Buffett, 1965–today, US industrial earnings-power roll-up), LVMH (Bernard Arnault, 1984–today, French luxury maison assembly), Danaher (Steven and Mitchell Rales, 1984–today, US healthcare-industrial operating-system integration), AB InBev (3G Capital, 1989–today, brewing roll-up with zero-based budgeting), Constellation Software (Mark Leonard, 1995–today, Canadian vertical-market software permanent-hold), Carlos Slim (1981–today, Mexican family conglomerate), Prosus / Naspers (Koos Bekker to Bob van Dijk, 1915–today, Dutch/South African emerging-market tech investor), Reliance Industries (Dhirubhai to Mukesh Ambani, 1966–today, Indian conglomerate from petrochemicals to Jio), SoftBank (Masayoshi Son, 1981–today, Japanese tech-investor concentrated bets), Nestle (Henri Nestle to Laurent Freixe, 1866–today, Swiss consumer brand roll-up), and JAB Holding (Reimann family via Peter Harf, 2012–today, German-Belgian permanent capital across coffee, QSR, and pet care). Archetypes covered: industrial compounder, luxury / consumer, roll-up and family conglomerate, technology investor — four categories of acquisition-driven compounding, eleven reference records, one hub.

Section 1 · Editorial thesis

Why these records exist

The reference layer is the trust layer. The paid work follows.

Comprehensive, sortable, dated acquisition records for the world’s most-studied compounders are inexplicably absent from the open web. Bloomberg covers pieces behind a terminal fee. The Wall Street Journal covers individual deals as they close. Wikipedia carries partial lists at inconsistent depth. But no single publisher maintains a living reference set at practitioner grade — no one page, per compounder, that a practitioner can sort by decade, filter by counterparty type, isolate to whole-company deals versus stakes, and trust as fact-checkable to a public source on every row.

The Baratelli Institute publishes this collection free because the reference layer earns the reader trust that converts into guide sales downstream.

Every record in the collection is a living document. When Berkshire closes another deal, the row is added and the sitemap timestamp bumps. When a new archetype emerges — a European industrial conglomerate, an Asian family-controlled compounder, a next-generation software roll-up — a new record is queued and shipped. The rule is simple: practitioner queries drive the roadmap. When enough working analysts and family-office CFOs and M&A operators arrive on the site searching for a specific compounder’s deal history, the Institute adds the record. Every entry, every page, is intended to stand up to a boardroom’s scrutiny.

Section 2 · The collection

The eleven acquisition records, grouped by archetype

Each card opens the underlying record — a sortable, filterable table of every transaction, source-cited and updated as new deals close.

Archetype 1

Industrial compounders

3 records · ~230 transactions
77rows

Berkshire Hathaway

NYSE: BRK.A · BRK.B · United States
Warren Buffett, Chairman & CEO · Charlie Munger, Vice Chair (1978–2023)

The reference case for earnings-power roll-up. Six decades of whole-company purchases from friendly founders — National Indemnity, See’s, BNSF, Precision Castparts, Alleghany — and marquee equity positions in Apple, Coca-Cola, Amex.

1965 – Today
Open the record →
65positions

Berkshire Portfolio Ledger

Public equity book · United States
Companion to the Berkshire acquisitions record — ticker-organized

The public-equity portfolio ledger companion to Berkshire's subsidiary-acquisitions record. Sixty years of equity positions organized alphabetically by ticker — Coca-Cola, American Express, Apple, Bank of America, Wells Fargo, IBM, the airlines basket, Chubb, Chevron, OXY, the five Japanese sogo shosha. Distinct reference format.

1965 – Today
Open the ledger →
87rows

Danaher

NYSE: DHR · United States
Steven & Mitchell Rales, founders (1984)

The reference case for operating-system integration. Four decades of DBS-installed acquisitions — Beckman Coulter, Pall, Cepheid, Cytiva, Aldevron — plus the three spinoffs (Fortive, Envista, Veralto) that carried DBS with them.

1984 – Today
Open the record →
11sections

Danaher Case Study NEW

A Baratelli Institute Overview · Practitioner primer
The Operating-System Compounder

The 11-section overview — Danaher today, the Rales origin & philosophy, DBS with printable practitioner checklists, DBS vs Six Sigma vs TPS, Larry Culp at Danaher and at GE, the three spinoffs, the Rales family-office estate architecture, and the four-archetype compounder taxonomy alongside Berkshire, Constellation, and LVMH. Free memo, 20-tab model, 8-tab DBS toolkit, deck, combined edition.

Published July 7, 2026
Open the overview →
55rows

Danaher Subsidiaries Ledger

NYSE: DHR · Companion to Danaher acquisitions
Organized by operating company (alphabetical)

The subsidiary-by-subsidiary companion to the Danaher acquisitions record. Every material Danaher, Fortive, Envista, and Veralto operating company — Cepheid, Cytiva, Beckman Coulter, Leica, Pall, Aldevron, Abcam, Radiometer, Fluke, Hach, Nobel Biocare — organized alphabetically with current disposition tracked across the three spinoffs.

1984 – Today
Open the ledger →
90rows

General Electric NEW

NYSE: GE · United States
Edison + Coffin (1892) → Welch → Immelt → Culp

The definitive Welch-Immelt-Culp arc. 130 years of the American industrial conglomerate — RCA reacquired, NBCU sold to Comcast, GE Capital rise to ~$650B and wind-down, Alstom Power writedown, Cytiva sold to Danaher (~$21.4B), and the 2023-2024 three-way breakup into GE Aerospace, HealthCare, and Vernova.

1892 – Today
Open the record →
72rows

Kraft Heinz

NASDAQ: KHC · Pittsburgh / Chicago
3G Capital + Berkshire Hathaway (2013-15) · Carlos Abrams-Rivera (current CEO)

The reference case for dual American CPG parentage combined by a private-equity operating template. Heinz 1869, Kraft 1903, merged July 2015 by 3G and Berkshire — the 2017 Unilever bid, the 2019 $15.4B writedown, the Planters and Natural Cheese divestitures, and the ongoing turnaround under Patricio and Abrams-Rivera.

1869 – Today
Open the record →
66rows

Nestlé

SWX: NESN · Switzerland
Henri Nestlé (founder, 1866) → Laurent Freixe (current CEO)

The reference case for widely-held Swiss brand roll-up. 160 years of consumer-brand acquisitions across coffee, confectionery, dairy, pet care, water, and health science — the longest continuous compounding record in the collection.

1866 – Today
Open the record →
105brands

Nestlé Brands Ledger

SWX: NESN · Companion to Nestlé acquisitions
Organized by brand (alphabetical)

The brand-by-brand companion to the Nestlé acquisitions record. Every material Nestlé brand — Nescafé, Nespresso, KitKat, Purina, Perrier, Gerber, Wyeth, Bountiful vitamins, Blue Bottle, Aimmune — plus divested cohorts (Butterfinger, Poland Spring, Alcon, Wonka) organized alphabetically with current disposition tracked.

1866 – Today
Open the ledger →
Archetype 3

Roll-ups & family conglomerates

8 records · ~485 transactions
71rows

AB InBev

EBR: ABI · NYSE: BUD · Belgium / Brazil
3G Capital · Jorge Paulo Lemann, Marcel Telles, Carlos Sicupira

The reference case for global brewing roll-up with zero-based budgeting. From Brahma to AmBev to InBev to Anheuser-Busch to SABMiller — 30+ years of transformational M&A layered on 3G’s ZBB operating discipline.

1989 – Today
Open the record →
~90brands

AB InBev Brands Ledger

Companion · brand-by-brand · 500+ beers globally
Six global megabrands · three big splits (Constellation 2013, Asahi 2016, Molson Coors 2016)

The brand-by-brand companion to the AB InBev acquisitions record. Every material beer brand alphabetically — Budweiser, Corona, Stella, Beck's, Michelob Ultra, Brahma, Skol, Castle, Cass, Harbin — with country of origin, year acquired, current territory rights, and status. Answers "who owns Corona?" in one filterable page.

1366 – Today
Open the ledger →
67rows

Aditya Birla Group

UltraTech · Hindalco · Grasim · ~$65B listed cap · India
GD Birla (founder) → Aditya Vikram Birla → Kumar Mangalam Birla (Chairman since 1995)

The reference case for the professionally-managed Indian family compounder. India's fifth-largest business house — UltraTech carve-out from L&T (~$1B, 2000), Novelis (~$5.7B, 2007, world's largest rolled aluminum), Columbian Chemicals (~$875M, 2010), Jaiprakash cement (~$2.4B, 2015), Binani via NCLT (~$1.1B, 2019), India Cements (~$1.5B, 2024), Birla Opus paint (~$1.2B, 2024). Family-controlled but professionally-managed — strict separation between family and business.

1857 – Today
Open the record →
76rows

Carlos Slim

Grupo Carso · América Móvil · Mexico
Carlos Slim Helú, founder-controller

The reference case for the Latin American family-controlled compounder. Four decades of telecom, retail, mining, construction, real estate, and financial-services acquisitions across Mexico, the US, Europe, and the rest of Latin America.

1981 – Today
Open the record →
55rows

Dangote Group NEW

NSE: DANGCEM · DANGSUGAR · NASCON · Nigeria
Aliko Dangote (founder, Chairman) · Africa's richest person (~$14B+)

The reference case for the African founder-controlled industrial compounder and the Nigerian archetype. Nearly fifty years from Lagos commodity trading (1977, $3,000 loan from his uncle) to domestic cement, sugar, salt, flour, fertiliser manufacturing (1996–2010) to pan-African cement expansion across ten-plus countries (2010–2019) to the flagship ~$19B+ Dangote Refinery mega-project at Lekki (2013 announcement, 2023 commissioning, 2024 first fuel) — the largest single-train refinery in Africa and largest private industrial project in sub-Saharan African history.

1977 – Today
Open the record →
70rows

Diageo

LSE: DGE · NYSE: DEO · London / UK archetype
Arthur Guinness (1759 Dublin) → Guinness plc + Grand Metropolitan → Diageo (1997)

The reference case for British archetype global spirits M&A. 267 years from Arthur Guinness's 1759 St. James's Gate lease through the 1886 Guinness IPO, the 1986 Distillers Company acquisition (~GBP 2.5B), the December 1997 Guinness + Grand Metropolitan merger forming Diageo (~$40B combined), the 2001 Seagram spirits deal with Pernod Ricard (~$5B Diageo share), the 2013 United Spirits India controlling stake (~$2.1B), the 2017 Casamigos deal with George Clooney (~$1B), the 2020 Aviation American Gin deal with Ryan Reynolds (~$610M), and the 34% Moet Hennessy JV with LVMH.

1759 – Today
Open the record →
63rows

FEMSA

BMV: FEMSAUBD · NYSE: FMX · Mexico
Garza Sada family · Cuauhtémoc (1890) → modern FEMSA

The second Mexican archetype after Slim. From Cerveceria Cuauhtemoc (1890 Monterrey) through OXXO (22,000+ stores), Coca-Cola FEMSA (world's largest bottler), the 2010 Heineken beer-for-stock swap (~$7.4B), the 2016 Socofar pharmacy (~$1.7B), and the 2023 FEMSA Forward strategy that unwound the Heineken stake.

1890 – Today
Open the record →
70+rows

Heineken

AMS: HEIA / HEIO · Amsterdam / Netherlands
Gerard Adriaan Heineken (1864) → Charlene de Carvalho-Heineken (Heineken Holding)

The reference case for family-controlled global brewing under a Dutch pyramid. 160+ years from De Hooiberg (1864 Amsterdam) through Amstel (1968), Cruzcampo (1999), BBAG (2003), the landmark 2008 Scottish & Newcastle joint acquisition with Carlsberg (~$7.7B share), the 2010 FEMSA Cerveza beer-for-shares Mexico entry (~$7.4B), the 2012 Asia Pacific Breweries Tiger deal (~$4.6B), and the 2022 Distell Group South African buildout (~$2.5B).

1864 – Today
Open the record →
67rows

Reliance Industries

BSE: 500325 · NSE: RELIANCE · India
Dhirubhai Ambani (founder) → Mukesh Ambani (Chairman & MD)

The reference case for the Indian conglomerate compounder. Six decades from textiles to petrochemicals to refining to telecom (Jio) to retail to renewables — the archetype of family-controlled national-champion acquisition strategy.

1966 – Today
Open the record →
75rows

Tata Group

Tata Sons Pvt Ltd · ~$400B+ listed group cap · India
Jamsetji Tata (founder) → J.R.D. Tata → Ratan Tata → N. Chandrasekaran (current Chairman)

The reference case for the Trust-controlled Indian federation compounder. India's oldest business house — Tetley (2000), Corus (~$12.9B, 2007), Jaguar Land Rover (~$2.3B, 2008), Bhushan Steel via NCLT (~$5.2B, 2018), Air India (~$2.4B, 2022), Dholera semiconductor fab (~$11B, 2024). Approximately 66% of Tata Sons is owned by the philanthropic Tata Trusts — a structure with no clear global parallel.

1868 – Today
Open the record →
Archetype 4

Technology investors & software compounders

6 records · ~413 transactions
65rows

3G Capital

Private · Brazil / New York
Jorge Paulo Lemann · Marcel Telles · Carlos Sicupira

The reference case for the Brazilian operator-investor CPG-and-restaurants compounder. Brahma (1989), AmBev (1999), InBev (2004), Anheuser-Busch (2008, ~$52B), SABMiller (2016, ~$103B), Burger King (2010), Tim Hortons (2014, ~$12.5B), Heinz with Berkshire (2013, ~$23B), Kraft Heinz (2015, ~$46B) — the private-equity operating template of the 2010s written into one arc.

1971 – Today
Open the record →
74rows

Alibaba Group

NYSE: BABA · SEHK: 9988 · China
Jack Ma (Ma Yun), founder · current CEO Eddie Wu

The reference case for the Chinese control-oriented consumer-internet compounder. Taobao, Tmall, Alipay/Ant, Cainiao, UCWeb (~$4.6B), Youku (~$4.4B), Ele.me (~$9.5B), Lazada (~$7-8B), Trendyol, plus the 2020 Ant IPO suspension, 2021 antitrust fine, and 2023 six-way business-group split.

1999 – Today
Open the record →
62rows

Bidvest Group

JSE: BVT · South Africa
Brian Joffe, founder & CEO 1988–2016 · current CEO Mpumi Madisa (2020–)

The reference case for the South African industrial-services serial-acquirer conglomerate. Brian Joffe's 28-year founder-CEO tenure produced 200+ acquisitions across SA industrial services (Steiner 1995, Rennies 1996 ~R500M, Prestige 1999), international foodservice (Deli XL 2001, 3663 First Choice UK 2002 ~£300M, Nowaco 2007 ~EUR 200M), the landmark 2016 Bid Corp demerger (~R80B), and post-demerger UK/Ireland facilities management (Noonan 2018 ~EUR 175M, PHS Group 2019). The industrial-services counterpoint to Naspers's technology-and-media archetype.

1988 – Today
Open the record →
72rows

CK Hutchison / Li Ka-shing

SEHK: 1 · Hong Kong
Li Ka-shing, founder · chairman Victor Li Tzar-kuoi

The reference case for the Hong Kong global cross-border conglomerate. Cheung Kong Plastics (1950), the landmark 1979 Hutchison Whampoa reverse-takeover (~HKD 693M — first ethnic Chinese buyer of a British hong), Hongkong Electric (1985), Husky Oil (1986), the archetype Orange 1998-99 exit (~$14.6B realized), the 3G Group European telecoms buildout, A.S. Watson (Watsons, Superdrug, Kruidvat, Marionnaud), the UK / Australian infrastructure roll-up (Northumbrian Water, UK Power Networks, Wales & West Utilities), the 2015 group restructuring, the 2023-25 Vodafone-3 UK merger (~$19B), and the 2025 Panama Canal ports sale to BlackRock (~$22.8B, pending).

1950 – Today
Open the record →
68rows

Kingdom Holding / Alwaleed bin Talal

Tadawul: 4280 · Saudi Arabia
Prince Alwaleed bin Talal bin Abdulaziz Al Saud, Chairman · founded 1979

The reference case for the Middle Eastern / Gulf sovereign-wealth-adjacent global investor. Anchored by the 1991 Citicorp rescue (~$590M for 15%, peak ~$8B+ value), the 1994-2010s global hotel buildout (Four Seasons, Fairmont, Movenpick, Plaza, George V), landmark US media and technology stakes (News Corp ~5-7%, Apple, Twitter rolled into Musk X ~$1.9B, Snap ~2.3%, Lyft), the 2007 Tadawul IPO (~$17B), the November 2017 Ritz-Carlton detention (83 days), and the ongoing Jeddah Tower / Kingdom Tower supertall project.

1979 – Today
Open the record →
73rows

Constellation Software

TSX: CSU · Canada
Mark Leonard, founder & President

The reference case for the vertical-market software permanent-hold. Hundreds of small VMS acquisitions each year, decentralized under six operating groups, held forever — the compounder Leonard built while writing shareholder letters that read like Buffett annexes.

1995 – Today
Open the record →
130+subs

Constellation Software — Portfolio Ledger

By operating group · Volaris / Harris / Jonas / Perseus / Vela / TSS
Companion to Constellation acquisitions · NEW

The portfolio-company companion to the Constellation acquisitions record. Every material VMS operating company organized by operating group — the ~900+ subsidiary book across Volaris, Harris, Jonas, Perseus, Vela, and TSS, plus the 2021 Topicus and 2023 Lumine spinoffs. Structured by operating group, not by year.

1995 – Today
Open the portfolio ledger →
72rows

Exor / Agnelli Family

Euronext Amsterdam: EXO · Italy / Netherlands
Giovanni Agnelli, Fiat founder (1899) · current Chairman John Elkann

The reference case for the Italian family-controlled industrial holding company. Fiat (1899), Ferrari (1969-1988, spun 2016 at ~$10B market cap, now ~$60B+), Lancia (1969), Alfa Romeo (1986, ~$1B from IRI), Chrysler (2009-2014 progressive to 100%, ~$4.5B cumulative), FCA (2014), PartnerRe (2016, ~$6.9B), Stellantis merger (2021, Exor ~14.4%), CNH Industrial, Iveco Group, Juventus, Louboutin (~24% for EUR 541M), Institut Merieux, GEDI, The Economist Group, Philips (~17.5%, ~EUR 2.6B+).

1899 – Today
Open the record →
64rows

Naspers (South Africa)

JSE: NPN · LSE: NPSN · South Africa
Koos Bekker (CEO 1997-2014, Chair 2015-) → Fabricio Bloisi (CEO 2024-)

The JSE-listed South African parent of Prosus and the original 2001 investor in Tencent. From a 1915 Stellenbosch Afrikaans newspaper (De Burger) to M-Net (1985), MultiChoice / DStv (1991), the $32M-for-46.5% Tencent bet (2001), and the 2019 Prosus separation architecture. The South African archetype of the century-long compounder.

1915 – Today
Open the record →
64rows

Prosus / Naspers

AMS: PRX · JSE: NPN · Netherlands / South Africa
Koos Bekker → Bob van Dijk → current leadership

The reference case for the emerging-market tech-investor compounder. Home of the $32-million-to-$200-billion Tencent stake, plus a diversified global portfolio in food delivery, classifieds, payments, and edtech across India, LatAm, Europe.

1915 – Today
Open the record →
62rows

Naver Corporation

KRX: 035420 · Korea
Lee Hae-jin, founder (1999) · current CEO Choi Soo-yeon

The reference case for the Korean platform-and-content compounder. Korean search dominance (~70% share) via Knowledge iN, Line messenger (2011, launched post-Fukushima; Japan/SEA/Taiwan dominance), 2016 Line dual NYSE/Tokyo IPO (~$1.3B), 2021 LY Corporation formation with SoftBank, 2021 Wattpad (~$600M), 2023 Poshmark (~$1.6B, largest Naver cross-border deal), 2024 Webtoon Entertainment NASDAQ IPO. Fellow Korean archetype to Samsung.

1999 – Today
Open the record →
70rows

Samsung Group

KRX: 005930 (Samsung Electronics) · Korea
Lee Byung-chul, founder · current Chairman Lee Jae-yong

The reference case for the Korean chaebol organic-capex compounder. Samsung Electronics (1969 JV with Sanyo), Samsung Heavy Industries, Samsung Biologics, Harman (~$8B, largest ever), LoopPay, SmartThings, Novaled, the 2015 C&T + Cheil Industries succession merger (~$9B), the IMF-crisis Big Deal divestitures, and the post-2020 Lee Jae-yong inheritance-tax era.

1938 – Today
Open the record →
70rows

SoftBank

TSE: 9984 · Japan
Masayoshi Son, founder, Chairman & CEO

The reference case for the concentrated-bet Japanese tech investor. From the original Yahoo Japan and Alibaba investments through Sprint, ARM, WeWork, and the Vision Fund I & II — the compounder written in extremes.

1981 – Today
Open the record →
70rows

Tencent Holdings

SEHK: 0700 · OTC: TCEHY · China
Ma Huateng (Pony Ma), founder & CEO

The reference case for the Chinese minority-stake tech compounder. Riot Games (100%), Supercell (~$8.6B, majority), Epic Games (~40% since 2012), WeChat, JD.com and Meituan distributions — 800+ portfolio positions across gaming, content, and consumer internet.

1998 – Today
Open the record →
68rows

Volkswagen Group

XETRA: VOW3 · Germany
Founded 1937 (Nazi DAF) · Porsche-Piech family control via Porsche SE · current CEO Oliver Blume

The reference case for the German family-controlled multi-brand auto compounder. Audi (1965), Skoda (1990), SEAT (1986), Bentley (1998, GBP 430M), Bugatti (1998), Lamborghini (1998, ~$110M via Audi), Ducati (2012, ~EUR 860M), Porsche AG (2009-2012, ~EUR 8B via reverse takeover), MAN + Scania + Navistar under Traton, plus the 2015 Dieselgate scandal (~EUR 32B+ cumulative cost) and 2022 Porsche AG IPO (~EUR 75B market cap).

1937 – Today
Open the record →
67rows

Wesfarmers

ASX: WES · Australia
Founded 1914 (Westralian Farmers, Perth cooperative) · current CEO Rob Scott

The reference case for the Australian conglomerate compounder. Bunnings (1994, ~AU$594M, now the crown-jewel ~AU$20B+ revenue home improvement operator), Howard Smith (1999, ~AU$1.7B), Coles Group (2007, ~AU$22B — largest Australian public-company acquisition of the era), 2018 Coles demerger (~AU$16-18B distributed to shareholders), Kmart / Target / Officeworks / CSBP / WesCEF chemicals, plus post-Coles portfolio recycling: Kidman Resources lithium (2019, ~AU$776M), Catch Group (2019), API / Priceline Pharmacy (2022, ~AU$764M), Silk Laser (2023).

1914 – Today
Open the record →
Section 3 · The taxonomy

The four archetypes of acquisition-driven compounding

A practitioner-grade taxonomy of how compounders actually create value through acquisition.

Archetype 1

Industrial compounders

The industrial compounder buys durable earnings power at fair prices and integrates the acquired business into a broader operating architecture — either through portfolio autonomy plus float financing (Berkshire) or through a disciplined operating system installed in the first 100 days (Danaher’s DBS). Nestlé sits on this spectrum as the widely-held Swiss brand roll-up that has compounded across three centuries.

Records: Berkshire Hathaway, Danaher, Nestlé.

Archetype 2

Luxury & consumer permanent capital

The luxury / consumer permanent-capital compounder assembles a portfolio of controlled brands under a family or Reimann-style stewardship structure, holding maisons across generations while investing in brand equity and real estate. Value creation runs through pricing power, category expansion, and hidden real-estate assets carried at book. Bernard Arnault built the reference case; the Reimann family built the second.

Records: LVMH, JAB Holding.

Archetype 3

Roll-ups & family conglomerates

The roll-up compounder consolidates a fragmented sector at scale — brewing (AB InBev), Latin American telecom and industrials (Slim), Indian energy and telecom (Reliance) — using either operational discipline (3G’s zero-based budgeting) or family control across generations to hold the resulting platform indefinitely. Value creation runs through scale economics, national-champion positioning, and disciplined capital allocation across cycles.

Records: AB InBev, Carlos Slim, FEMSA, Reliance Industries, Tata Group, Aditya Birla Group.

Archetype 4

Technology investors & software compounders

The technology-investor compounder deploys capital into technology assets — either through concentrated bets on generational winners (SoftBank’s ARM, Alibaba; Prosus’s Tencent), or through decentralized permanent-hold acquisition of hundreds of vertical-market software businesses (Constellation Software). Value creation runs through network effects, exit optionality on the marquee positions, and permanent compounding on the smaller ones.

Records: Constellation Software, Prosus / Naspers, SoftBank, Tencent Holdings, Alibaba Group.

Section 4 · The corpus in aggregate

What the collection looks like at scale

Analytical roll-up across all eleven records. Illustrative aggregates — individual records carry the fact-checkable per-deal detail.

780+Transactions catalogued
11Living records
160 yrsCoverage · 1866–2026
4Archetypes
~7 of 11Family-controlled

Geographic coverage. The eleven records span the United States (Berkshire, Danaher), Switzerland (Nestlé), France (LVMH), Belgium / Brazil (AB InBev), Germany / Luxembourg (JAB), Canada (Constellation), Mexico with reach across Latin America (Slim, with Argentina, Colombia, Chile, and Peru targets), the Netherlands / South Africa with the Tencent stake reaching into China (Prosus), India (Reliance), Japan with the SoftBank Vision Fund reaching globally (SoftBank), and the United Kingdom via various portfolio companies. Effectively, every major capital market with a home-grown compounder that scales globally is represented.

Family-controlled vs. widely-held. Seven of the eleven records document family-controlled or founder-controlled compounders (LVMH, Slim, Reliance, JAB, SoftBank, and by editorial extension Constellation under Mark Leonard’s influence and Berkshire under Buffett’s multi-decade tenure). Nestlé, Danaher, AB InBev, and Prosus / Naspers sit on the widely-held or professionally-managed end of the spectrum. Both patterns produce durable compounding — the collection catalogues the mechanism, not a preference.

Compounder-pattern distribution. All eleven records document companies that meet the practitioner-grade definition of an acquisition-driven compounder: multiple decades of deployment, consistent capital-allocation philosophy, retained earnings power in the resulting platform. The collection is intentionally not a survey of every acquirer — it is the reference set for the compounders whose acquisition histories teach the pattern.

Section 5 · Reader personas

How to use this collection

Three entry paths, three depths — each corresponds to how a specific reader arrived at the site.

Persona 1

The 20-minute reader

Start with Berkshire — the archetype every other record can be compared against. Then read one record from an archetype category adjacent to your professional interest (LVMH if you work in luxury or family enterprise; Danaher if you work in industrial M&A; Constellation if you work in software; SoftBank or Prosus if you work in tech investing). Twenty minutes gets you the pattern.

Persona 2

The M&A practitioner

Sort each record’s table by consideration to isolate the megadeals. Compare capital-deployment cadence across compounders — how many years pass between transformational transactions, and how much capital sits idle in the interim. The pattern of a Berkshire (long dormant periods punctuated by decisive megadeals) versus a Constellation (hundreds of small deals a year, no dormancy) is the reference contrast.

Persona 3

The family-office CFO & advisor

Look for the family permanent-capital compounder pattern. LVMH (France, Financière Agache), Slim (Mexico, Grupo Carso), Reliance (India, Ambani family control), JAB (Germany-Luxembourg, Reimann family), and Nestlé (Switzerland, widely-held with persistent management) show the same pattern in different national and legal contexts. Read them as a set for the reference structure of multi-generational family-office design.

Section 6 · The collection is living

What’s coming next

The current eleven records are the beginning of the collection, not the endpoint. Additional archetypes are queued — and new records ship when enough practitioner queries surface a specific compounder that a working analyst, family-office CFO, or M&A operator needs on the shelf. The roadmap is driven by search-console signals and reader correspondence, not by editorial preference alone.

Candidates currently queued for the next wave, in no particular order:

Industrial · Europe
Volkswagen Group
The European auto-conglomerate archetype · Porsche SE control
Industrial · India
Tata Group
The Indian industrial conglomerate · Tata Sons stewardship
Consumer · Global
Unilever
The Anglo-Dutch consumer roll-up · personal care and food
Family · France
Kering / Pinault
The counter-LVMH French luxury family conglomerate
Private equity · US
Blackstone
The scaled alternative asset manager as compounder

If your firm has a specific compounder on its research desk that isn’t on this list, write in. Reader-driven records get priority.

Section 7 · Cross-references

Where to go next

The acquisition records are the reference layer. The case-study hub, the Berkshire and LVMH Reads, the practitioner guides, and the Foundations references sit alongside them in the four-product library.

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