Author: captarget

3 tips to build a recession proof M&A firm

By on March 5, 2018

Sooner or later, we will start seeing the M&A market contract as the economy softens.  No one really knows when this will happen, but we all know deep down that it will. Working at an M&A firm during a down cycle can be tough. Deal volume is down, values are depressed and you go from […]

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What is M&A research anyway?

By on February 19, 2018

Over the years we have had a number of ‘tag lines’ where we aim to explain what exactly we do in a few words.  It turns out this is harder than we thought. Although we work with hundreds of middle market M&A firms supporting their research and other needs I still talk to people every […]

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Boutique M&A firm – research case study

By on October 25, 2016

The client: Boutique New York City based M&A firm with 3 staff analysts and 1 significant database subscription supporting 5 deal makers. The catalyst: The firm was entering a renewal period of a large database tool they had purchased two years earlier. They initially purchased the tool based on the promise of quality data in […]

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4 deal origination email mistakes Private Equity firms should avoid

By on September 22, 2016

Deal Origination online is tricky. You find a company that at face value could be a great acquisition candidate, so you cold email them… …and you never hear anything back. If this sounds familiar to you, then you may want to change the way you reach out to target companies. The chances are that your […]

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Deal Origination Case Study

By on August 16, 2016

Most private equity firms call us with similar stories.  You see plenty of deals but do not see enough of the right type of deals.  We publish our typical sourcing rates here on our website but we all know that no two firms or mandates are the same. Because of this, we wanted to share […]

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Subject lines matter in Private Equity acquisition searches!

By on June 22, 2016

As an owner of a few middle market business, I get solicited by Private Equity firms a lot. For such a sophisticated group of professionals, I am always amazed at how poor their email conversion strategies are.   A good deal origination campaign has 3 important parts: Prospect research Content strategy Firm value proposition  Most […]

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4 simple ways M&A firms sign up more clients

By on June 14, 2016

What if I told you that you could easily catch up with your competition by making just a few small changes to your M&A firm? Well, that is exactly what we are going to talk about in this post.  Below are four simple, but often overlooked hacks that can make your firm more attractive to […]

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Do you wonder how many deals you don’t see?

By on June 7, 2016

With so many deal origination options and strategies out there, picking the right one can be hard. Most private equity buyers we work with can’t dedicate personnel to managing multiple deal origination channels full-time. In this post, we review a few of these options and touch on some low-cost solutions to help increase your deal flow. […]

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