Month: September 2017

Small Private Equity Firm Origination Case Study

By on September 26, 2017

The Client Formerly independent sponsors, this new, California based 2 MD private equity firm was looking to pivot towards investing their own capital into larger deals. Since they were no longer relying heavily on outside capital sources, and since they had no management fee to offset origination/search costs, the firm was very cost sensitive and […]

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M&A startup case study

By on September 18, 2017

The client A brand new firm, 3 professional’s, based in California, focused on distressed middle market transactions regionally. The catalyst The founders of this newly created M&A firm actually reached out to our team before finalizing launch. Coming from a larger firm, the partners were used to a certain level of support and information access. […]

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