Insights

Email marketing best practices for M&A firms – Part 2

April 10, 2018

Last week we published the first article in a three part series about improving your M&A firm’s email marketing.  You can read part 1 here. This week, we explain: Exactly what goes wrong with most firms’ email campaigns. And what you can do to be different, so you succeed with email. #2. The follow up […]

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Corporate Development Origination Case Study

April 4, 2018

Case Study: A Captarget Corp Dev Client A private equity backed manufacturer of LED lighting components. Already growing fast from internal efforts, the firm was now looking to grow through acquisition. The client was not a professional buyer (like a private equity fund), they were hesitant to pay bankers, or sign any success fee-based “finder” […]

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M&A Firm Spotlight: Capstone Headwaters LLC

April 2, 2018

A big merger in M&A happened in 2018 when Capstone Partners LLC acquired Headwaters MB to form Capstone Headwaters. Every so often, we like to spotlight an M&A firm that we think deserves extra attention.  The combined group at Capstone Headwaters is certainly worthy of a nod, given their industry depth, office coverage, and experience […]

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Email marketing best practices for M&A firms – Part 1

April 2, 2018

Even in a frothy market, every M&A advisor wants to see more deals.  One of the easiest and most cost effective way to generate new proprietary deal flow is through the execution of simple email marketing strategies.  Regardless of what email platform you use, or what your area of speciality is, there are a few […]

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Glen Street Capital Partners with Captarget for Deal Origination Services

March 26, 2018

Asheville, NC-based Glen Street Capital has partnered with Captarget to source a new acquisition for their investment group. Led by co-founders Asha Moran and Marty Moran, Glen Street is a family-owned investment partnership that is actively seeking acquisitions with $3M to $18M in Revenue and $1-2M in EBITDA. With a longstanding career as both business […]

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2018 M&A Research Cost Comparison

March 20, 2018

If 2017 was the year of increasing costs for M&A firms, 2018 may be the biggest year for new firms entering the market to compete with yours.   To stay competitive many firms are investing heavily in back office resources in the form of research tooling and skilled labor – but even in a frothy […]

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Comparing Deal Origination Strategies

March 19, 2018

Most private equity firms source their deals using a strategy that broadly fits into one of three categories. While no single strategy is necessarily ‘the best’, each option is most effective with different a buyer type. Which one are you?  How do you weigh the costs and benefits to ensure you maximize deal flow? 1. […]

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M&A Firm Spotlight: Saddle Creek LLC

March 5, 2018

Every so often, we meet a M&A firm really stands apart from the crowd. New Jersey-based Saddle Creek LLC and its founder John Sipala are that firm. With over 20 years experience in executive management, corporate advisory and deal advisory, Saddle Creek is unique in the breadth of operating experience they bring to the table. […]

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3 tips to build a recession proof M&A firm

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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