Source Talks ep. 48

Source Talks is a series where we discuss deal origination with PE and M&A pros, in collaboration with David M. Toll.

In this episode, we speak with Jody Shechtman, Partner and Head of Marketing & Business Development at GreyLion, about the firm’s collaborative approach to sourcing transactions, how they use technology to increase their market coverage, and sales process trends she’s seeing in the market.

Targeted travel – Your new competitive edge

With quality being scarce in today’s competitive dealscape, direct contact by way of in-office meetings and conference attendance has a material impact on likelihood to win a deal. And this spring, a focused, refined, and data-driven travel strategy may just be the edge your firm needs to win.  

The keys to successful deal sourcing on the road are ensuring your team is informed on the geographical areas of impact for your target market deal flow, and connecting with all the relevant sellers and bankers to make the most of your time wherever you are. Stay in the know on all the resources SPS’s travel planning suite offers to set you and your team up for success.  

Source Talks ep. 47

Source Talks is a series where we discuss deal origination with PE and M&A pros, in collaboration with David M. Toll.

In this episode, we speak with Braden Eddy, Senior Vice President of Business Development at Hastings Equity Partners about the firm’s strategic focus within industrial service businesses. Braden also touches on the importance of consistency in building relationships and how different technological tools have augmented their deal sourcing efforts.

After a Dim 2023, Indicators of Light Ahead for Healthcare M&A

According to research from SPS by Bain & Co., healthcare M&A was already declining from heady levels of 1,534 deals in 2021 before the Federal Reserve started increasing interest rates to counter inflation last year. The total number of healthcare deals in 2023 was 1,060, a 15% decline from 2022, albeit only a slight decrease from pre-pandemic deal volume in the sector.