“Are you in the market for a pen?” – Four relationship-building tips from Leon Brujis

“Many of us go into this business as takers,” said Leon Brujis, a partner at New York City-based mid-market shop Palladium Equity Partners, steward to a portfolio valued at close to $3 billion. “We want to make a splash. We … Read More

Source Talks ep. 19

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 David speaks with Leon Brujis, Partner at Palladium Equity Partners about his relationship building advice to … Read More

The Revolution Will Not Be Televised (It’ll Be Streamed)

In last week’s article, we touched on the great pandemic puppy boom of 2020 and the downstream impact that consumer hoarding during the early stage of lockdowns had on the Consumer – Pet products and services sector. This week we … Read More

The Great Pandemic Puppy Boom

Panic buying by consumers at the start of the pandemic was for many of us the first “real” impact of COVID-19 that we had experienced up until that point. At the same time terrifying in its unprecedented scale and amusing … Read More

Source Talks ep. 18

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 David speaks with Brad Stewart, Partner at The Capital Solutions Group, about the leveraged lending markets … Read More

Deals for Robotics, Automation, AI Companies Hit Inflexion Point

Time was when most buyout professionals would as soon invest in a technology company as they would hop in a rocket ship for a vacation to Venus.  Today, of course, software, hardware and other technology sectors top the charts as … Read More

Source Talks ep. 17

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 David speaks with Lauren Metz, Business Development Associate at Platte River Equity, about their approach to … Read More

Thinking Outside the Box

Have you ever thought about where your Amazon boxes come from? Like nested Russian matryoshka dolls, as you unwrap one package you’re often led to another and then another before reaching your purchased product. Some packages are built for efficiency, … Read More

Spring Cleaning 2021 – Six Deal Sourcing Best Practices (Part 2 of 2)

This is part two of a two-part series on best practices for Deal Originators, part one is available here. 4. City Targeting & Travel Are we there yet? On our most recent quarterly PE Best Practices Webinar the question of travel … Read More

Spring Cleaning 2021 – Six Deal Sourcing Best Practices (Part 1 of 2)

Last year around this time uncertainty reigned supreme, and conversations focused around adjusting to the new normal and digital networking. This year we’re seeing an uneven resurgence of deal flow and a significant push to uncover under the radar intermediaries, … Read More