Categories

Private Equity

How private equity firms source, underwrite, buy and grow businesses, told by the sponsors doing the deals and the owners on the other side of the table.

Mergers & Acquisitions

Mergers and acquisitions in the lower middle market: platform and add-on strategy, deal structure, due diligence, and why deals fall apart between LOI and close.

Independent Sponsors

How independent sponsors find deals, raise capital deal by deal without a committed fund, and partner with capital providers and sellers.

Search Funds & First Acquisitions

Search fund entrepreneurs and first-time acquirers: finding the right business, financing the deal, and stepping in as the new operator.

Exit Planning

Exit planning for founders and second-generation owners: when to sell, what being ready looks like, and what changes after close.

Selling Your Business

What owners need to understand before selling to a private equity firm or other buyer: finding the right buyer, what PE looks for, and how to avoid a bad deal.

Lower Middle Market

Deals, buyers and owners in the lower middle market, where founder-led businesses meet private equity, independent sponsors, and family offices.

Family Offices Investing Direct

Family offices buying businesses directly instead of through funds: how they source deals, structure control investments, and hold for the long term.

Operating Partners & Value Creation

What operating partners and CEOs actually do inside a portfolio company: the first hundred days, value creation, leadership hires, and life under sponsor ownership.

Valuation & Deal Terms

What a business is actually worth and how the deal gets structured: EBITDA adjustments, quality of earnings, LOIs, earnouts, rollover equity, and working capital pegs.

Acquisition Financing & Lenders

How acquisitions get financed: senior debt, mezzanine and subordinated notes, SBIC lenders, and how independent sponsors and searchers fund a deal without a committed fund.