BizNexus Roundup

This document from Deloitte offers a comprehensive guide to mergers and acquisitions (M&A), focusing on strategies for maximizing value creation. It explores building an advantaged portfolio, emphasizing strategic soundness, value creation through multiple lenses (intrinsic, market, and optimal ownership), and resilience.  The text also examines common M&A pitfalls, particularly during mer...

This guide from Rockland Trust offers comprehensive advice on purchasing an existing business. It details the advantages and disadvantages of such acquisitions, emphasizing factors like goodwill and potential liabilities. The guide thoroughly explains the pre-purchase steps, including business valuation methods (asset, income, and market comparison approaches), and the process of structuring the p...

The Mondaq article outlines five key private equity strategies employed in the lower middle market to boost the value of portfolio companies. These strategies encompass buy-and-build acquisitions to create larger entities, operational improvements to enhance efficiency, growth capital infusions to expand markets, management team enhancements to improve governance, and meticulous exit planning to m...

Carta's 2024 "SPV Spotlight: Private Equity Edition" report analyzes trends in Special Purpose Vehicles (SPVs) used by private equity and venture capital firms. The report reveals a significant increase in both the number and size of SPVs, driven by macroeconomic factors and the changing PE fundraising landscape. Key findings include rising median SPV sizes, varying LP counts, and t...

Vanguard's 2025 economic outlook report analyzes the surprisingly strong U.S. economy, attributing its growth and disinflation not solely to Federal Reserve policy, but also to positive supply-side factors like increased productivity and labor. Conversely, other developed economies experienced slower growth while achieving disinflation.  The report forecasts continued higher-than-historical i...

PitchBook's Q3 2024 Global M&A Report reveals a surge in technology mergers and acquisitions, exceeding the recovery in other sectors. This significant increase, totaling $220.6 billion in value for the quarter, is attributed to factors such as interest rate cuts and rising tech stock valuations. Private equity firms played a major role, accounting for six of the ten largest tech acquisit...

This report, compiled by Dechert LLP and Mergermarket, examines the global private equity (PE) market's outlook for 2025, based on a survey of 100 senior PE executives. The report analyzes deal trends, fundraising challenges, exit strategies, and the increasing role of sustainability and ESG factors. Key findings reveal optimism for 2025 despite ongoing economic and geopolitical uncertainties...

This Eaton Square article predicts a surge in mergers and acquisitions (M&A) activity in 2025, driven by currently favorable market conditions. Competitive pricing, strong liquidity, and increasing leverage metrics are cited as key factors.  While M&A deal flow remains slow in late 2024, the authors anticipate a significant increase in activity next year due to lower interest rates and oth...

According to a financial review article, Private credit , a rapidly expanding asset class exceeding $US1.6 trillion globally, is attracting investors seeking diversification and enhanced yields in uncertain economic times. The market's growth is driven by attractive returns, low correlation with other assets, and resilience during economic downturns , particularly in the middle market where t...

According to a Board Member article,  Experts predict a surge in mergers and acquisitions (M&A) activity in 2025 , driven by factors like abundant capital, falling interest rates, and the need for digital transformation. However, regulatory hurdles and political uncertainty pose significant challenges. While some sectors are expected to experience significant growth, others may see only modest...

This article from InsuranceAUM.com, authored by TPG, argues that Lower Middle Market (LMM) direct lending offers superior risk-adjusted returns and diversification compared to Upper Middle Market (UMM) lending . The authors contend that less competition, higher spreads, and stronger lender protections characterize the LMM. They further assert that the LMM presents a larger opportunity set focused...

EY's Private Equity Pulse Q3 2024 report highlights a significant surge in private equity (PE) deal activity, up 36% in value year-to-date. This rebound , fueled by improved financing conditions and a narrowing of valuation gaps, is particularly strong in the technology sector. Looking ahead , the report anticipates continued growth driven by potential interest rate cuts and increased investo...

Capstone Partners' October 2024 Home Goods report analyzes the sector's merger and acquisition (M&A) activity. Despite economic headwinds, M&A volume significantly increased year-over-year, driven primarily by strategic buyers seeking consolidation and growth. The report highlights notable transactions, particularly in mattresses and consumer electronics, showcasing rising valuat...

In this episode, we dive deep into why early exit planning is crucial for business owners, featuring Jim Bates, a partner at Jackim Woods & Co. and Sports Club Advisors. Jim brings over 25 years of experience in exit planning and M&A, and as a co-founder of the Exit Planning Institute, he offers unique insights from both sides of the table - having built and sold his own business. Key topi...

Today we speak with guest Eric Owens, CEO & Co-Founder of App Business Brokers, one of the pioneers in the mobile app business brokerage space since the early 2000s. Eric dives into the world of acquisition financing solutions specifically available in the mobile-app acquisition space, exploring funding options available and opportunities for financing eCommerce, SaaS, apps, and startup acquis...

Overview In today's episode, we've created two virtual AI co-hosts (not real people, these AI co-hosts only exist in the interweb), to Strategic Shifts in Private Equity Private equity firms are now focusing on lower Middle Market deals, targeting smaller, strategic add-on acquisitions to strengthen existing portfolios and create synergies. 57% of surveyed deals now use Representation an...

"Every process is a snowflake." Daniel Sheppard. In today’s episode, we sit down with Daniel Sheppard from MedWorld Advisors to discuss MedWorld’s hands-on approach to managing the sell-side process, including their unique use of "collaboration partners" to help bulletproof the sell-side diligence process and how this creative tactic adds value for the seller at critical stages...

Overview In today's episode, we've created two virtual AI co-hosts (not real people, these AI co-hosts only exist in the interweb), to have a freakishly insightful, engaging discussion about lower middle market trends through 2024 heading into 2025, and what to expect with dry powder deployment, corporate acquisitions, regulations & more. Our virtual co-hosts base all of their commen...

Overview We chat with Omar Garcia, a seasoned M&A Advisor from San Antonio, TX, and dive into the critical role of selective buyer qualification in M&A. Omar discusses his high-touch approach, emphasizing how carefully vetting buyers enhances trust, aligns interests, and boosts deal success rates. The conversation covers essential buyer qualifications—from financial capability to experienc...

Welcome to the BizNexus Podcast! In this episode, we sit down with Russell Cohen of South Florida M&A Advisors for an in-depth discussion on the booming M&A landscape in South Florida. With a wave of new companies, residents and a vibrant, evolving business scene, South Florida is becoming one of the hottest markets for mergers and acquisitions. Russell shares his expert insights on the in...

All things FinTech M&A with Regina Fisher of Bristol Group Fintech Advisors to discuss the M&A landscape in this niche.   Regina shares her insights on the latest trends, from navigating regulatory challenges and raising capital by selling equity stakes to evolving structures and consolidation efforts within the fintech sector. They also discuss what fintech companies can expect in the mon...

Welcome to the BizNexus Podcast! In this episode, we sit down with Bob Fariss, a trusted tax transaction specialist working with M&A advisors operating in the lower middle market, for an in-depth look into the complexities of transaction taxes—a crucial topic as we approach 2025.   Bob explains how evolving tax laws impact M&A deals, especially in the lower middle market, and why advisors...

In this episode we chat with Brent Sanders and Roman Beylin on due diligence when it comes to technology. This discussion is everything a first-time (or tenth-time) seller needs to know when it comes to managing your exit strategy with technical diligence. https://www.linkedin.com/in/sandersnewmedia/ https://www.linkedin.com/in/romanbeylin/ Some of the top things a first-time buyer should take awa...

In this episode we chat with Estelle Black from MedWorld Advisors and her vast experience managing the virtual data room (VDR) in her crucial role acting as an Intermediary in the company.  We break down how VDRs work on behalf of clients not only as a data collection and management tool but also as a marketing tool.  In this Roundup we get into the nitty-gritty breakdown of: What is a virtual dat...

Ukraine Links - How You Can Help https://www.biznexus.com/blog-post/how-to-help-ukraine https://www.comebackalive.in.ua/ Podcast Overview For this Roundup we dive into the most common, active types of buyers we've been seeing in this market when it comes to business acquisition. Competitors / Strategic Acquirers  Private Equity / Buyout Groups Individual Acquirers  Your Own Management Team!!...