Claim OwnershipBizNexus Roundup
Subscribed: 1Played: 23
Subscribe
© 2025 BizNexus Inc.
Description
AI breakdowns of key real-time business acquisition data and niche industry reports.
Real human interviews & tips from the trenches of business acquisition, growth & sale.
We aim for value, efficiency & fun, so you'll walk away with something useful to take with you along the journey of buying, growing & selling a business.
119 Episodes
Reverse
The provided source from , is a special report from the 2025 M&A Deal Terms Study by SRS Acquiom, focusing specifically on Lower Middle-Market (LMM) deals, defined as transactions with values of $50 million or less. The report explores various aspects of these deals, including the continued focus of strategic buyers and Private Equity portfolio companies on the LMM space. Key findings indicate that LMM transactions are often characterized by terms that protect buyers, such as the in...
The source material from Business Optix details the crucial need for clarity and control during the process of mergers and acquisitions integration. It explains that integration efforts often stall or fail when teams lack shared visibility and must contend with overlapping systems, conflicting workflows, and disparate governance models. This absence of alignment creates process blind spots that prevent organizations from achieving expected synergies and realizing value quickly. To resol...
This source material from Financial Edge presents a comprehensive, nine-phase ultimate guide to the Investment Banking Mergers and Acquisitions (M&A) process, created by Financial Edge. The initial phases focus on the company board establishing a long-term M&A strategy and collaborating with investment banks to execute a search for appropriate targets or buyers. A crucial intermediate step is the detailed business valuation, where methods like discounted cash flow and comparables are ...
This source material presents a comprehensive, nine-phase ultimate guide to the Investment Banking Mergers and Acquisitions (M&A) process, created by Financial Edge. The initial phases focus on the company board establishing a long-term M&A strategy and collaborating with investment banks to execute a search for appropriate targets or buyers. A crucial intermediate step is the detailed business valuation, where methods like discounted cash flow and comparables are utilized to ca...
This source presents a structured practical guide designed for the pre-screening of business acquisition opportunities, specifically addressing early-stage risk indicators and deal killers within the Entrepreneurship Through Acquisition (ETA) field. The framework employs three distinct tiers that mirror the progression of initial evaluation, ranging from Immediate Deal Killers that instantly disqualify a business to Likely Deal Killers and necessary Due Diligence Flags. To ensure compre...
The provided text consists of the Q3 2025 M&A Insider Report from The McLean Group, which focuses heavily on investment banking and strategic advisory services across multiple specialized sectors. The report offers detailed overviews of market commentary and M&A activity for the third quarter of 2025 in the fields of Defense, Government & Intelligence, Security, Critical Infrastructure, and Maritime Transport & Facilities. It includes current public equity index charts, ...
This document provides a detailed overview of the US middle market for mergers and acquisitions (M&A) and private equity (PE) activity during the first half of 2025, highlighting a general decline in deal volume, particularly in the lower middle market, due to macroeconomic instability and tariff uncertainty. Despite this contraction, certain sectors like industrials tied to the built environment and business services have shown resilience, with business services even experiencing an upli...
The provided source, titled "Swipe to Learn," is an online training resource focused on finance and banking, specifically addressing how to evaluate deal consideration in Mergers & Acquisitions (M&A). It breaks down three primary forms of payment: cash, stock, and mixed consideration, explaining the benefits and drawbacks of each in terms of liquidity, ownership, tax implications, and risk distribution. The document highlights that cash offers speed and simplicity, stock promote...
This document from June 2025, titled "Middle Market Direct Lending: The Attractiveness of the Financial Services Sector," is a publication by Crescent Direct Lending, featuring insights from Managing Directors Jason Schryver and Clayton Bruce. The authors argue that industry specialization, particularly in financial services, offers a significant competitive advantage for direct lenders in the lower-middle market. They highlight the resilience and attractive credit characteristics of fi...
The provided source outlines the key stages and documents involved in a merger and acquisition (M&A) process. It begins with marketing materials like a teaser and a Non-Disclosure Agreement (NDA) to attract and secure potential buyers, followed by a Confidential Information Memorandum (CIM) for detailed insights. Next, the process moves to an Indication of Interest (IOI), a non-binding expression of buyer interest, and then to Due Diligence, where buyers access detailed information ...
The provided document outlines a significant shift in corporate Mergers & Acquisitions (M&A), highlighting a move towards earlier-stage transactions and emerging technologies. This trend is driven by a desire to gain access to new capabilities and a bottleneck in traditional M&A deals. The document explains that companies are increasingly using alliance deals, such as minority investments and commercial partnerships, to test emerging tech before full acquisition. It also add...
This source is a Quarterly Tech Mergers & Acquisitions (M&A) Update for Q2 2025 published by Oaklins, an advisory firm. It highlights a rebound in M&A activity within the European and German tech markets during this period, following a slowdown in Q1 2025. The report indicates that strategic investors were the primary drivers of these transactions, with over half of them being cross-border deals. Specifically, Application software and Systems software sectors experienced pos...
This comprehensive guide, "M&A Guide: Seller's Roadmap to Successful Exit," outlines the multi-stage process of selling a business, from initial considerations to post-sale life. It emphasizes the importance of assembling a professional deal team and understanding business valuation beyond headline figures. The guide details critical phases such as preparing a Confidential Information Memorandum (CIM), executing strategic buyer outreach, and delivering impactful management presentat...
The provided article from Chiron Financial details how technology has become a critical element in middle-market mergers and acquisitions (M&A), shifting from a supplemental factor to a core determinant of enterprise value. It highlights a market trend where deal value is prioritized over deal volume, with buyers seeking companies demonstrating digital maturity, robust infrastructure, and resilience. The piece also compares the M&A landscapes of the U.S. and the EU, noting their...
The provided text offers Warren Buffett's 2019 reflections on mergers and acquisitions (M&A), originally shared in a Berkshire Hathaway letter to shareholders. Buffett emphasizes that even initially promising deals can falter, likening acquisitions to marriages where pre-nuptial expectations often differ from reality. He advises rigorous evaluation over romanticized views during corporate courtships, as buyers frequently encounter unforeseen challenges. Finally, Buffett suggests that spre...
This source, "Global M&A trends and risks 2025," is a report compiled by Mergermarket on behalf of Norton Rose Fulbright, analyzing the mergers and acquisitions (M&A) landscape for 2025. It presents findings from a Q1 2025 survey of 200 senior executives regarding M&A trends, risks, and strategies, with a follow-up conducted after new US tariff announcements. The report examines various aspects, including deal drivers amidst tariff uncertainty, the impact of AI on digital tr...
The provided texts from IT ExchangeNet offer an overview of the M&A landscape in the first half of 2025, emphasizing the resilience of the lower and middle markets amidst global volatility. They highlight private equity as a primary driver of deal flow, particularly through platform investments and add-on acquisitions, especially in IT services and digital marketing. A significant theme is the critical importance of demonstrable AI integration for commanding premium valuations, alon...
This Finquest perspective document, "PE in 2025: Liquidity, AI & Alpha in the Lower Mid-Market," outlines key insights for the private equity sector in the second half of 2025. It highlights the growing liquidity conundrum due to slow M&A activity and maturing 2021 deals, suggesting a wave of exits in 2026-2027. The document emphasizes Artificial Intelligence (AI) as a transformative force, driving productivity gains and leading to the "Rule of 70," where AI-ready firms outperform.&nb...
The provided document, "The Journey from Venture Capital to Private Equity: The 2025 Guide for Tech Startups," is a report by Clipperton, a European M&A advisor for technology buyouts. It analyzes the growing trend of venture capital (VC)-backed companies being acquired by private equity (PE) firms, a shift from traditional IPOs or strategic mergers. The report explores the reasons behind this rise, highlighting how PE has become a compelling exit strategy due to its stability, flex...
The provided text by Mckinsey and Company offers an overview of global private markets in 2024, highlighting their uneven recovery and resilience despite mixed conditions like tepid dealmaking and reduced fundraising. It notes a shift in focus from financial engineering to operational transformation and investors' increased allocation to private markets. The report examines specific asset classes, detailing the private equity sector's emergence with increased distributions and deal acti...
Comments
Download from Google Play
Download from App Store
United States