Author: gabe

5 Reasons to continue sourcing through the holidays

By on October 31, 2017

Each year when Q4 approaches, we start to hear one question above all others – ‘Should we stop our origination efforts over the holidays?’.  We believe the short answer is ‘No’.  While the holidays can take a few sourcing days off the calendar, we believe there are a number of compelling reasons to keep sourcing […]

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‘Internal’ outreach for maximum origination results

By on October 16, 2017

There are two major differences when comparing CAPTARGET’s deal origination service to that of a buy-side firm… We do not charge success fees for sourcing an opportunity We do not represent ourselves as a third party So, who are we to a seller? We get this question a lot – ‘If you are not a […]

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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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Beyond origination – best practices consulting recap

By on August 31, 2017

Last week we had the pleasure of engaging with a group of private equity professionals based in Texas who had a unique request – to help them learn how to originate deal flow more effectively while also providing guidance on a possible rebranding/repositioning project. The group came to us after recently closing their first portfolio […]

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Left Field M&A Project Updates

By on August 28, 2017

Ask any investment banker and they will tell you – no two deals are exactly alike. The diverse nature of the M&A fulfillment process means that there are times where M&A professionals need support in ways that are simply not on our menu. Below are a few recent examples of alternative ways in which we […]

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2017 M&A research cost comparison

By on May 2, 2017

It seems like 2017 is the year of increasing costs for M&A firms.  Data cost from large enterprise tooling providers have shifted and labor costs are on the rise all while more firms continue to enter the market competing for a finite number of deals. Let’s do a quick cost comparison using a sample firm for […]

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CIM Flexibility

By on April 3, 2017

While we publish our standard CIM (or CBR, pitchbook etc.) on our website – the reality is very few CIMs are identical in scope or format. Below we share a few ways CIM preparation has evolved and how these changes impact pricing. Flexible scope: Each M&A firm we work with has a slightly different take on […]

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Closing a CAPTARGET sourced deal

By on March 14, 2017

One question is asked by prospective private equity clients more than any other – what happens when we close a deal that you sourced? The answer is surprising simple…nothing. This answer usually gives way to a slew of related questions which we answer below:   Why don’t you accept success fees? We do not accept […]

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When origination campaigns underperform

By on February 27, 2017

Recently, we were meeting with a prospective private equity deal origination client who asked a poignant question –  “When these engagements don’t produce the anticipated result, what is the cause of the underperformance?”. This got me thinking, while we talk a lot about how well our process works (and it does!), we should spend a moment […]

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Boutique M&A firm – case study update

By on February 14, 2017

The client: Boutique New York City based M&A firm with 3 staff analysts and 1 CAPTARGET analyst subscription. The catalyst: 6 months prior the firm adopted CAPTARGET in place of renewing a significant research tool.  The CAPTARGET analyst working with the firm supported 3 more senior analysts with day to day research requests.  One of the M&A […]

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M&A Firms – Get Competitive In 2017

By on February 6, 2017

You probably keep hearing about how great a year 2016 was for middle market M&A.  Yes, valuations were up, but middle market deal count has actually been dropping for more than 18 months particularly deals acquired by PE buyers.  Below are a few stats that may be of interest: In 2015 more than 4,400 middle […]

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3 prospect list building mistakes to avoid in M&A

By on January 9, 2017

Ah, the prospect list.  Nearly everyone at any M&A firm regardless of size has built a few prospect lists.  Here at CAPTARGET, we have built many thousands of lists over the years ourselves.  Along the way, we have noticed a few common mistakes M&A firms make when compiling a prospect list. Below we share a […]

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Wholesale vs. Retail Deal Origination

By on January 3, 2017

We often call ourselves a wholesale provider of deal origination…but what does that mean? First things first, we are not a buy-side firm, nor do we consider ourselves a replacement for a buy-side firm.  We do a number of things they don’t do and vice versa. Wholesale (CAPTARGET) Wholesale deal origination providers like CAPTARGET have […]

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Private Equity Deal Origination Best Practices

By on December 19, 2016

Was your Private Equity group presented 500 or more transactions in 2016? If so, you are not alone.  Thus far, in 2016 the average active middle market Private Equity firm was presented with nearly 500 investment opportunities with many larger groups touching as many as 1000 opportunities year to date. Only a few years ago, a […]

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Announcing a new, more focused www.captarget.com

By on November 28, 2016

Over the last 6 years, we have launched 8 websites.  Looking back, it is still amazing to us how much our service, message and brand have evolved over the years. At one point we offered more than 12 services to 3 market segments, which admittedly got a bit confusing for clients and internal team members […]

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