Insights

Private Equity Deal Origination Survey Results

February 5, 2018

Is your private equity firm seeing enough deal flow to meet targets? Do you have the needed resources to stay competitive in today’s hyper competitive market? These were the questions we aimed to answer in our 2018 private equity origination survey. Key take away points below: 1) 2/3rds of Respondents Do Not Pay a Buyside […]

Read More

Symmetrical Investments and HD Ventures close CAPTARGET sourced deal

January 23, 2018

We are proud to announce that our clients Symmetrical Investments and HD ventures have partnered and closed on a CAPTARGET originated deal. “We engaged and you delivered. Our latest acquisition, sourced direct by your team, cost us less than 80% of our usual sourcing fees. Let’s do it again!” -Chad Byers, Managing Partner, Symmetrical Investments […]

Read More

Increasing prospect list hit rate

January 15, 2018

Bankers are always searching for a sure fire way to build a better prospect list. Usually, this conversation focus on data sources and tools used to generate screens that eventually become buyers lists. While data sources are important, there is one way to drastically improve the hit rate of your buyer outreach – carefully vetting […]

Read More

Circle Square Capital Partners with Captarget for Deal Origination

January 15, 2018

We are proud to announce that La Jolla-based private equity firm Circle Square Capital has chosen Captarget to provide deal origination support in 2018. Circle Square joins an ever-growing roster of private equity firms both large and small that are choosing to use Captarget for cost-effective, no frills deal origination. When asked about why Circle […]

Read More

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 […]

Read More

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 […]

Read More

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. […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More