Insights

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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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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