Insights

Increasing prospect list hit rate

January 15, 2018

Bankers are always searching for a sure fire way to build a better prospect list. Usually, this conversation focus on data sources and tools used to generate screens that eventually become buyers lists. While data sources are important, there is one way to drastically improve the hit rate of your buyer outreach – carefully vetting […]

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Circle Square Capital Partners with Captarget for Deal Origination

January 15, 2018

We are proud to announce that La Jolla-based private equity firm Circle Square Capital has chosen Captarget to provide deal origination support in 2018. Circle Square joins an ever-growing roster of private equity firms both large and small that are choosing to use Captarget for cost-effective, no frills deal origination. When asked about why Circle […]

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The easiest way for PE professionals to build more intermediary relationships

November 13, 2017

It seems like there are more ways than ever to source a deal – but building a strong intermediary represented deal pipeline should be kept simple. How many is ‘a lot’? Many PE professionals we talk to confidently state ‘We already talk to a lot of intermediaries.’.  While this is often true, the phrase ‘a […]

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5 Reasons to continue sourcing through the holidays

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

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

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

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

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

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

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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