The Source

Your weekly dose of deal sourcing insights, market intelligence and data techniques.

The Coming Wave: How the Silver Tsunami Could Reshape M&A Deal Activity

For years, the business world has been preparing for the so-called “silver tsunami” — the wave of baby boomers exiting their privately-held businesses as they retire. These businesses, often small or medium-sized, make up a significant portion of the U.S. economy. Baby boomers own just over half of all businesses in the country, valued at an estimated $10 trillion (it would be helpful to cite the source of this if possible). Yet, despite expectations that this wave would arrive when the oldest boomers reached retirement age 15 years ago, it has yet to materialize fully.

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Source Talks ep. 52

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

In the latest installment we speak with Kirk Fleischer, Partner at Investcorp about the firm’s middle-market investment strategy and the avenues of growth they look for when sourcing opportunities, including organic, through acquisitions, or service agencies.

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How to Take a Data-Driven Approach to Sector Specialization

Private equity firms are increasingly adopting sector-focused strategies, recognizing that specialization can provide a crucial edge. As firms strive to outperform in a crowded market, the ability to generate top-tier returns is no longer confined to traditionally high-growth sectors. Instead, success hinges on the strategic alignment of a firm’s unique strengths with the sectors where those capabilities will be most impactful.

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Source Talks ep. 51

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

In the latest installment we speak with Michelle Eidson, Principal, Head of Business Development at Crest Rock Partners about the firm’s operational and strategic expertise as well as insight into a recent transaction, how they achieved it, and what they are looking forward to.

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How to Harness the Full Potential of Deal Pipeline Data

In today’s fiercely competitive market, many private equity firms are grappling with the challenge of effectively analyzing their deal pipeline data. The lack of robust frameworks and tools for tracking key metrics is leaving valuable insights untapped. While some firms may have systems in place, the deeper analysis required to fully leverage this information often falls short. This gap can lead to missed opportunities, inefficient resource allocation, and ultimately, weakened deal sourcing performance.

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