When in doubt, bourrée out

Earlier this year, Bain & Company released its 10th annual Global Private Equity Report for 2019. Reading through the section, Exits: Strategic buyers keep the party going reminded us that we failed to write a post detailing overall private equity … Read More

A growing sell-side advisor

In a recent post, the Source analyzed the 2018 Intermediary League Table, and how a significant percentage of churn year-over-year is impacting the market overall. This week, the focus will be on one intermediary’s profile, with a deep analysis of … Read More

2018 Most Active Financial Advisors

Institutional Investor’s Alicia McElhaney discusses the new McKinsey report in her article, McKinsey: Private Equity Growth Drives Creative Fund Structures. It’s a good read that details the explosive growth of private market transactions by more than sevenfold over the last … Read More

The rise of Marketing automation

In a post last week on CNBC, Ari Levy discussed private equity’s pivot to focus on growing targets, as opposed to making profits through cost-cutting metrics. Many of these private equity investors are actively focusing on cloud-based companies, in particular … Read More

PE add-on trends, why they’re popular, breakdown of growth, impact on deal sourcing and SPS Portal

What will come of add-ons in a market correction? Private equity add-ons are an increasingly popular investment strategy to deploy capital in this competitive environment. Over the three-year period from 2016 to 2018, there was a 29.4% increase in the … Read More

Is there a Mezzanine market rebound?

Notable deal from Q4 2018 Indiana-based novelty sock retailer, For Bare Feet (dba FBF Originals), was acquired by Taglich Partners. Spell Capital Mezzanine Partners provided both subordinated debt and equity, and Texas Capital Bank provided financing, in support of the … Read More

Who are the new financial investors in 2018?

Bob Goldsmith has a detailed piece in Forbes this month entitled, “The Specter of Recession, Private Company Valuation and M&A.” Goldsmith contrasts the successes of 2018 with that of the pending turning business cycle for M&A in 2019. The most … Read More

Does this shutdown present an opportunity for arbitrage in M&A?

In the ever accumulating tally of businesses and industries impacted by the longest government shutdown to date, to include private equity backed M&A and IPO markets should not come as a complete surprise. Arleen Jacobius of P&I argues that the … Read More

M&A legal advisors: How to grow in 2019

Writing in the American Lawyer this week, Keith Fall and Ross Weil argue for law firms to consider amplifying their existing private equity practice in a piece entitled “For Law Firms, a Deep Dive Into Private Equity Can Be Lucrative.” … Read More

To buy and to hold, from this day forward

Is 2019 the year of the long-term strategy? In this hyperactive and crowded marketplace, teeming with cash, firms are urgently formulating alternative strategies that differ from their peers to drive greater returns . A recent Wall Street Journal article noted … Read More