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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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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