Insights

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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