Insights

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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CIM Flexibility

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

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

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

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

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

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

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

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

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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Boutique M&A firm – research case study

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

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

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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What is M&A research anyway?

July 6, 2016

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 and we likely made some mistakes along the way. Although we work with hundreds of middle market M&A firms supporting their research […]

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Subject lines matter in Private Equity acquisition searches!

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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Is your M&A firm recession proof?

June 22, 2016

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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4 simple ways M&A firms sign up more clients

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?

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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Deal origination announcement

May 10, 2016

For nearly 5 years we have been providing a broad business development service to M&A firms and Private Equity groups alike. Over the years we learned a lot about generating deal flow in the middle market. After generating thousands of opportunities we found that simply put we are much better at private equity focused deal […]

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I wanted to give you a million dollars but…

February 1, 2016

I help a lot of M&A firms and private equity groups find new clients and develop their pipelines through my work with CAPTARGET. This is a skill I have honed after a lot of experimentation and failure over the last five years. Every project starts with me asking the banker who they think their target […]

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What happened to all the baby boomers?

October 20, 2015

Since the most recent economic downturn M&A professionals have been touting the exodus of Baby Boomer business owners as the driver of the next big wave of M&A activity in the U.S. The Wall Street Journal recently published an article expressing the idea that this Baby Boomer wave simply never hit.   Below are a few […]

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Outbound email change

October 6, 2015

We have built a business on email marketing, but that doesn’t mean more email equals more business. We, like all of you, get too much email. In an effort to make sure we are not adding to this problem we are streamlining our email outreach. Each week you will now see a single email with […]

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Note from our Founders

August 7, 2015

Similar to many small American companies today, we’ve had the unfortunate experience of dealing with a disgruntled former employee looking to impede our momentum. We are here to let you know CAPTARGET is stronger than ever. While this individual has been spreading conflicting and untrue information among our closely knit industry, a few realities remain: […]

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Introducing Interactive CIMs

July 7, 2015

For the last few months we have been working very hard on a new roll-out of what we call “Interactive CIMs.” If this is the first time you’ve heard about our CIM writing service, please click here. What is an Interactive CIM and why should you use it?  An Interactive CIM is exactly like your […]

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Why are you writing your own CIMs?

June 23, 2015

The cost of writing a Confidential Information Memorandum (CIM) in-house can be exponential. Outlining the industry, detailing the company’s history, and building the financial model can take weeks to prepare. Keep in mind that this is all excluding the added cost of tooling that goes into a well-developed deliverable. So what are your options? ? […]

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Google’s Search Algorithmn is changing

May 28, 2015

Curious why your M&A or Private Equity firm’s site might not show up in Google searches? Google’s search algorithm changes a lot. Here’s a timeline of every change since 2000. Usually this doesn’t impact the M&A and Private Equity space, but “Mobilegeddon” as its come to be known, will have an impact. In short, Google […]

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How much should you pay for your M&A or Private Equity firm website?

May 26, 2015

As you’ve noticed, we’ve began Web Development focused on M&A and Private Equity firms. When discussing pricing on the project, many of our potential clients ask “How much does it cost?”. The answer is varied, but we’ve noticed a trend of M&A and Private Equity firms significantly overpaying for websites. Our most recent encounter was […]

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How to use the M&A Intermediary Directory

May 22, 2015

How to use CAPTARGET’s M&A Intermediary Directory from CAPTARGET on Vimeo. The easiest way to generate deal flow is to communicate with the entire middle market banker/intermediary universe at one time. CAPTARGET’s M&A Intermediary Directory is the easiest and most effective way to accomplish this. Wondering how it works? Check out the video above for […]

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Why ‘we make M&A better’

May 13, 2015

Over the last few years we have been rapidly evolving. Part of this evolution includes the roll out of new services very frequently. This quickly moved us away from our original identity of on-demand research analysts. We now sell research, marketing, web development, and business development services along with a few new information products. Because […]

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Is The Middle Market M&A Recovery Real?

April 15, 2015

The industry wide theme for 2015 M&A seems to be ‘recovery’.  There have been countless headlines touting the full recovery of domestic M&A (some of which have been authored by us).  While there is plenty of data to support this claim, particularly in specific hot spots of activity, the middle market is reaping very little […]

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Why Strategies?

March 3, 2015

I spend a lot of time thinking about the M&A industry. Many of us have been deal makers in recent history and we all now work closely with many M&A firms on a day to day basis. It is an interesting position to be in – to learn through the observance of many firms, what […]

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Lean start up methodology in M&A

October 27, 2014

By now, many are familiar and actively applying Eric Ries’ The Lean Startup to their business decision-making. His methodology aims to help improve success for businesses in any industry. The ideas behind these methodologies are becoming increasingly essential for businesses. As far as M&A goes, technology is cutting costs and pushing investment bankers and private […]

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M&A Intermediary Directory Video

October 22, 2014

Introducing CapTarget’s M&A Intermediary Directory from CapTarget on Vimeo. Watch in full-screen for the best viewing experience. There are plenty of deal flow aggregation tools available online. The growing consensus amongst dealmakers is that such platforms are presenting a lesser quantity of quality deals, and further, are limited to having full exposure to deal opportunities […]

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A note from CAPTARGET’s CEO.

October 8, 2014

The idea of helping deal professionals be the best they can be is very true to my heart. While our company is evolving, the spirit of CAPTARGET remains the same. Before starting the company, I often thought about the day when a one man shop with the right support could be viewed as competitive as larger […]

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What is your CPA?

September 30, 2014

CPA isn’t just the title of your accountant, it also means Cost Per Acquisition. CPA is a common term used in online marketing to measure the cost of acquiring a client or customer. Knowing these costs is key to managing your overall operating strategy. As mentioned in past posts, M&A firms are often small businesses […]

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3 Notable M&A Firm Websites

September 25, 2014

With the internet recently taking over our lives, many firms are still playing catch up with the digital space and falling behind their competition. We advise all our clients to aggressively and effectively communicate online as it is essential for deal flow. Our latest service additions in Brand Management have exposed several clients to the measurable […]

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4 Traits of Successful M&A Advisors

September 23, 2014

M&A advisors and investment bankers are a diverse group. While each banker can bring a special skill or expertise set to their firm, these four common traits are shared amongst the most successful middle market M&A professionals. 1. Pipeline Focused– The best M&A professionals don’t allow themselves to be bogged down in the deal process. […]

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Effective Business Management

September 19, 2014

From time to time,CAPTARGET clients reach out to us to ask our opinion about operational norms in M&A. One of the most common questions we get asked is what CRM we use/recommend. While we have worked with a great firm called Nutshell, the reality is that there are many good systems to choose from. Nutshell […]

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Dress to Impress

September 12, 2014

As headlines are flooded with the latest billion-dollar acquisition, the middle market has also unfolded with promising industry reports. Baby Boomers are transitioning out of the work force and millennials are in the business of building and selling companies like it’s a commodity. While we try to maintain realistic outlooks, some may say the current […]

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Know Your Competition

September 9, 2014

Let us help. Prospecting. Give us criteria for your target market. Each campaign will be tailored speci?c to your industry — geography, revenue parameters, etc. Communication. We consistently engage your audience, deliberately tailoring campaigns to your targets. Analytics. We use tools to help you unveil the fog of modern day technology. Our analytics measure your prospects’ interest level. Lever […]

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For Experts By Experts

July 24, 2014

Does price have a direct correlation with quality? Some might be quick to answer  “yes” because “you get what you pay for.” But, isn’t it possible to pay a high price and end up with a poor product or end result? Of course! So, when your company is looking for a service, the most important […]

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Show Your Expertise With Industry Reports

July 17, 2014

Every Tuesday, we upload a new industry report highlighting trends and transactions from the latest quarter and compare them year over year. These reports are free and available to the public. Middle-market financial activity can be difficult to come by, but our extensive data tools give us access to valuable material pertaining to the M&A […]

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Q2 2014: Record Breaking M&A Activity Since 2007

July 2, 2014

The M&A market closed this second quarter with a record total deal volume and value since the 2007 financial crisis. This promising market has been on the up rise and has finally passed the threshold everyone has been waiting for. Q2 2014 saw major deals well in the billion-dollar range. With these large deals, middle-market […]

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Case Study on Brand Management

June 11, 2014

We’ve shown you the cost-benefit of Brand Management and how you can leverage CapTarget’s services. Now we’d like to share a Case Study on one of our clients. The story is simple, a 4 head, Southern California M&A firm runs into an industry wide problem, the lack of in-bound deal flow. They use CapTarget’s Brand […]

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Brand Management In Practice

June 3, 2014

We’ve now discussed the importance and the impact that brand management can have on your company. There is no doubt that leaders in the M&A industry are taking this initiative to stay ahead of the game. Effective brand management can and will help your business gain exposure and clients. But how will you obtain this […]

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Brand Management Provides Substantial ROI

May 28, 2014

Successful transactions have typically been about finding the right deal, at the right time, with the right company. As deal sources and channels become more fragmented, it becomes increasingly difficult to find quality engagement. CapTarget provides an efficient strategy to source scalable deals and detect investment opportunities that others can’t find. In this scenario, we […]

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Increase in Competition Calls for More Effective Brand Management

May 23, 2014

Last year’s growing M&A activity helped increase confidence and paved way to what is currently a seller’s market. An increase in demand and shortage in supply (on the sell side) means that companies can pick and choose with whom they do business. What does this mean for intermediaries in M&A? In a seller’s market, prices […]

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Activist funds. A new take on a tested strategy.

February 14, 2014

Progressing from “Corporate Raiders” to “Activist Funds,” the strategy of acquiring a sizable amount of shares in a company to gain control of a company is not a new fad. Names among the likes of Carl Icahn and Elliot Associates are headlining major news stations, more recently with Icahn’s acquirement of a large stake in […]

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Q3 2013 U.S M&A Activity Reports To Be Published Starting Next Week

October 3, 2013

As we move in to Q4 2013 we will be finalizing the compilation of our Q3 deal data. Over the next quarter we will be releasing M&A summary reports for all 7 major U.S. regions, one per week, for free! Additionally, because there are more weeks in the quarter than deal regions, keep an eye […]

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Q2 2013 U.S M&A Activity Summary Will Be Posted Next Week

September 18, 2013

As Q3 wraps up, we too are are wrapping up our trailing quarter data for Q2.  Since we have covered most major U.S region in past reporting, we will be using the few extra weeks we have at the end of the quarter to revise and aggregate this data in in to one final report. […]

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Q2 M&A Activity Reporting Starting Next Week

July 17, 2013

As we get settled in to Q3 2013 we will be finalizing the compilation of our Q2 data. Over the next quarter we will be releasing M&A summary reports for all 7 major U.S. regions, one per week, for free! As we dive deeper in to our own reporting process we will start including other […]

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Big Changes In The Works

June 4, 2013

We have taken the next big step in the evolution of CapTarget. From new services, new tools and a new site, we are continuing to hone our services to best fit your needs.  Take a look at what we are up to: New website – The site now has more information in an easier to […]

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Tools to improve the M&A ‘to market’ process

April 8, 2013

Each M&A firm we work with has a different take on how to take a project to market. Some email, some write letters, some cold call. Because we work with many firms we get to see how the most successful firms take projects to market, and what M&A tools they use. Shameless plug – it is […]

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Buy Side vs Sell Side M&A Research

February 4, 2013

We recently announced our new buy-side service to private-equity groups and M&A firms who need quality M&A research. There have been a few questions from clients and we would like to address some of the differences between our buy and sell side research services. So how do the research needs of a buy side M&A […]

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Announcing New Valuation Research Support Services

January 7, 2013

As CapTarget users may have noticed, we have been making a lot of changes recently from implementing new internal tools to improve communication with our clients to a new buy-side service offering for private equity groups and buy side M&A shops. To add to the list we are now proud to announce that we are […]

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Announcing New Buy-Side Research For Private Equity

December 13, 2012

We have spent the last few years focused on fulfilling research requests and supporting the back offices M&A firms. We are now proud to announce that in addition to serving the M&A community we are also offering our research services to Private Equity groups as well. For one low monthly fee and no long term […]

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The Many Applications Of M&A Research

December 8, 2012

It seems like a common misconception that quality M&A research has one purpose – to take transactions to market. While this is the primary function there are many more ways middle market M&A firms can use quality research and reporting to their advantage. Below we have compiled a list of our top alternate uses of […]

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